Purchases and Sales Made in Q2 2022 in First Tr Morningstar Dividend (FDL)
This table provides information about the institutional ownership of First Tr Morningstar Dividend (FDL) during Q2 2022. The information is specifically focused on institutions that hold shares of FIRST TR MORNINGSTAR DIVIDEND .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
650+ 2.35% |
$22.5K - $25.5K
|
28.3K
$1.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
644+ 3.49% |
$22.3K - $25.2K
|
19.1K
$811K
|
|
|
Aug 12, 2022
Q2 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
600New |
$20.8K - $23.5K
|
600
$25.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
550+ 5.38% |
$19K - $21.5K
|
10.8K
$458K
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
543New |
$18.8K - $21.3K
|
543
$23.1K
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
480+ 3.38% |
$16.6K - $18.8K
|
14.7K
$625K
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
452+ 20.68% |
$15.6K - $17.7K
|
2.64K
$112K
|
|
|
Jul 25, 2022
Q2 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
425+ 5.7% |
$14.7K - $16.7K
|
7.89K
$335K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
421New |
$14.6K - $16.5K
|
421
$17.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
418+ 59.54% |
$14.5K - $16.4K
|
1.12K
$47.6K
|
|
|
Aug 03, 2022
Q2 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
355+ 3.91% |
$12.3K - $13.9K
|
9.43K
$401K
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
225+ 22.5% |
$7.79K - $8.82K
|
1.23K
$52.1K
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
197New |
$6.82K - $7.72K
|
197
$8.37K
|
|
|
Aug 08, 2022
Q2 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
180+ 1.54% |
$6.23K - $7.05K
|
11.9K
$506K
|
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
135+ 0.78% |
$4.67K - $5.29K
|
17.5K
$742K
|
|
|
Jul 11, 2022
Q2 2022
|
Mjp Associates Inc
|
BUY
|
- |
57+ 0.68% |
$1.97K - $2.23K
|
8.48K
$361K
|
|
|
Jul 25, 2022
Q2 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
43+ 0.67% |
$1.49K - $1.68K
|
6.5K
$276K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
41+ 0.66% |
$1.42K - $1.61K
|
6.24K
$265K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
36New |
$1.25K - $1.41K
|
36
$1.53K
|
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
BUY
|
- |
36+ 0.48% |
$1.25K - $1.41K
|
7.54K
$321K
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
34+ 0.44% |
$1.18K - $1.33K
|
7.79K
$331K
|
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
30+ 0.13% |
$1.04K - $1.18K
|
24K
$1.02M
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
27+ 20.15% |
$934 - $1.06K
|
161
$6.84K
|
|
|
Jul 15, 2022
Q2 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
18+ 0.3% |
$623 - $705
|
5.97K
$254K
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
15+ 0.67% |
$519 - $588
|
2.26K
$96.1K
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7+ 0.03% |
$242 - $274
|
24.8K
$1.05M
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 0.77% |
$208 - $235
|
782
$33.2K
|
|
|
Aug 05, 2022
Q2 2022
|
Alpha Omega Group, Inc.
|
BUY
|
- |
5+ 0.06% |
$173 - $196
|
8.53K
$363K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
4+ 0.1% |
$138 - $157
|
3.98K
$169K
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
BUY
|
- |
3New |
$104 - $118
|
3
$128
|
|
|
Aug 08, 2022
Q2 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
3+ 0.03% |
$104 - $118
|
9.43K
$401K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
2+ 1.05% |
$69.2 - $78.4
|
192
$8.16K
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.1% |
$34.6 - $39.2
|
995
$42.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1+ 0.01% |
$34.6 - $39.2
|
11.8K
$503K
|
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-62- 0.79% |
$2.15K - $2.43K
|
7.82K
$332K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-71- 0.62% |
$2.46K - $2.78K
|
11.4K
$486K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-100Closed |
$3.46K - $3.92K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-121- 0.67% |
$4.19K - $4.74K
|
17.8K
$758K
|
|
|
Jul 15, 2022
Q2 2022
|
Hfg Advisors, Inc.
|
SELL
|
- |
-126- 0.15% |
$4.36K - $4.94K
|
82.4K
$3.5M
|
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-134- 0.25% |
$4.64K - $5.25K
|
53.3K
$2.27M
|
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-183- 0.09% |
$6.33K - $7.17K
|
212K
$9.02M
|
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-233- 2.27% |
$8.06K - $9.13K
|
10K
$427K
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-350- 5.68% |
$12.1K - $13.7K
|
5.81K
$247K
|
|
|
Aug 04, 2022
Q2 2022
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-400- 3.08% |
$13.8K - $15.7K
|
12.6K
$534K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-404- 6.75% |
$14K - $15.8K
|
5.58K
$237K
|
|
|
Aug 16, 2022
Q2 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-500- 3.64% |
$17.3K - $19.6K
|
13.2K
$562K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-532- 3.01% |
$18.4K - $20.8K
|
17.1K
$728K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-559- 0.24% |
$19.3K - $21.9K
|
231K
$9.83M
|
|
|
Aug 05, 2022
Q2 2022
|
United Bank
|
SELL
|
- |
-807- 5.31% |
$27.9K - $31.6K
|
14.4K
$612K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-850- 19.32% |
$29.4K - $33.3K
|
3.55K
$151K
|