Purchases and Sales Made in Q2 2022 in First Tr Morningstar Dividend (FDL)

FDL Quotes by TradingView

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 13, 2022 Q2 2022
Rda Financial Network

SELL
 -
-924
- 6.94%
$32K - $36.2K
12.4K $527K
Aug 02, 2022 Q2 2022
Jfs Wealth Advisors, LLC

SELL
 -
-933
- 0.48%
$32.3K - $36.6K
195K $8.28M
Aug 10, 2022 Q2 2022
Ameritas Advisory Services, LLC

Lincoln, NE
SELL
 -
-950
- 3.04%
$32.9K - $37.2K
30.3K $1.29M
Aug 14, 2024 Q2 2022
Federation Des Caisses Desjardins Du Quebec

Levis, A8
SELL
 -
-1K
Closed
$34.6K - $39.2K
0 $0
Aug 05, 2022 Q2 2022
L.M. Kohn & Company

SELL
 -
-1.03K
- 6.59%
$35.5K - $40.2K
14.5K $618K
Jul 28, 2022 Q2 2022
D.A. Davidson & Co.

SELL
 -
-1.09K
- 0.8%
$37.8K - $42.8K
136K $5.77M
Oct 03, 2022 Q2 2022
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-1.15K
- 8.6%
$39.7K - $44.9K
12.2K $518K
Aug 05, 2022 Q2 2022
Sound View Wealth Advisors Group, LLC

SELL
 -
-1.16K
- 16.3%
$40.2K - $45.6K
5.97K $254K
Aug 12, 2022 Q2 2022
Kestra Private Wealth Services, LLC

SELL
 -
-1.25K
- 3.8%
$43.1K - $48.8K
31.6K $1.34M
Jul 15, 2022 Q2 2022
West Bancorporation Inc

SELL
 -
-1.28K
Closed
$44.1K - $50K
0 $0
Aug 04, 2022 Q2 2022
Ifg Advisory, LLC

SELL
 -
-1.39K
- 5.41%
$47.9K - $54.3K
24.2K $1.03M
Aug 12, 2022 Q2 2022
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-1.43K
- 1.61%
$49.5K - $56.1K
87.3K $3.71M
Jul 06, 2022 Q2 2022
Sterling Investment Management, LLC

SELL
 -
-1.49K
- 13.88%
$51.6K - $58.4K
9.25K $393K
Aug 08, 2022 Q2 2022
Prospera Financial Services Inc

SELL
 -
-1.52K
- 7.02%
$52.7K - $59.6K
20.1K $856K
Jul 12, 2022 Q2 2022
Country Trust Bank

SELL
 -
-1.59K
- 16.59%
$54.9K - $62.2K
7.98K $339K
Aug 11, 2022 Q2 2022
Toronto Dominion Bank

Toronto, Ontario, A6
SELL
 -
-1.68K
Closed
$58K - $65.7K
0 $0
Aug 03, 2022 Q2 2022
Janney Montgomery Scott LLC

SELL
 -
-1.86K
- 0.53%
$64.2K - $72.7K
351K $14.9M
Jul 21, 2022 Q2 2022
Wedbush Securities Inc

SELL
 -
-1.99K
- 6.84%
$68.7K - $77.8K
27K $1.15M
Jul 21, 2022 Q2 2022
Investors Research Corp

SELL
 -
-2.26K
- 2.87%
$78.3K - $88.6K
76.7K $3.26M
Jul 15, 2022 Q2 2022
Herold Advisors, Inc.

SELL
 -
-2.55K
Closed
$88.2K - $99.9K
0 $0
Sep 06, 2024 Q2 2022
World Equity Group, Inc.

Schaumburg, IL
SELL
 -
-2.6K
- 8.86%
$89.9K - $102K
26.7K $1.14M
Aug 12, 2022 Q2 2022
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-2.6K
- 3.87%
$90K - $102K
64.6K $2.75M
Jul 15, 2022 Q2 2022
Newbridge Financial Services Group, Inc.

SELL
 -
-2.6K
- 52.0%
$90K - $102K
2.4K $102K
Aug 03, 2022 Q2 2022
Salomon & Ludwin, LLC

SELL
 -
-3.08K
- 1.54%
$107K - $121K
198K $8.4M
Aug 16, 2022 Q2 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
SELL
 -
-3.37K
Closed
$117K - $132K
0 $0
Aug 10, 2022 Q2 2022
Doyle Wealth Management

St. Petersburg, FL
SELL
 -
-3.58K
- 23.19%
$124K - $140K
11.9K $504K
Jul 18, 2022 Q2 2022
Provence Wealth Management Group

SELL
 -
-3.78K
- 7.47%
$131K - $148K
46.8K $1.99M
May 14, 2024 Q2 2022
Goldman Sachs Group Inc

New York, NY
SELL
 -
-3.9K
- 7.81%
$135K - $153K
46K $1.95M
Aug 15, 2022 Q2 2022
Colonial River Wealth Management, LLC

Midlothian, VA
SELL
 -
-4.29K
- 16.63%
$148K - $168K
21.5K $914K
Aug 04, 2022 Q2 2022
Bedel Financial Consulting, Inc.

SELL
 -
-4.33K
Closed
$150K - $170K
0 $0
Jul 14, 2022 Q2 2022
Raymond James Trust N.A.

SELL
 -
-4.72K
- 16.32%
$163K - $185K
24.2K $1.03M
Jul 13, 2022 Q2 2022
Kmg Fiduciary Partners, LLC

SELL
 -
-5.18K
- 9.76%
$179K - $203K
47.9K $2.03M
Aug 03, 2022 Q2 2022
Sweet Financial Partners, LLC

SELL
 -
-5.48K
Closed
$190K - $215K
0 $0
Jul 27, 2022 Q2 2022
Main Street Financial Solutions, LLC

SELL
 -
-5.48K
Closed
$190K - $215K
0 $0
Aug 12, 2022 Q2 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
SELL
 -
-5.58K
Closed
$193K - $218K
0 $0
Aug 05, 2022 Q2 2022
Lebenthal Global Advisors, LLC

SELL
 -
-6.26K
Closed
$216K - $245K
0 $0
Mar 20, 2023 Q2 2022
American Portfolios Advisors

Holbrook, NY
SELL
 -
-8.81K
- 40.19%
$305K - $345K
13.1K $558K
Aug 01, 2022 Q2 2022
Us Bancorp \De\

SELL
 -
-9.41K
- 8.86%
$326K - $369K
96.8K $4.11M
Jul 13, 2022 Q2 2022
Rockland Trust CO

SELL
 -
-10.7K
- 38.38%
$370K - $419K
17.2K $730K
Jul 22, 2022 Q2 2022
Spire Wealth Management

SELL
 -
-13.6K
- 78.96%
$470K - $532K
3.62K $154K
Aug 03, 2022 Q2 2022
Stephens Inc

SELL
 -
-14.2K
- 2.84%
$491K - $556K
485K $20.6M
Aug 16, 2022 Q2 2022
M Holdings Securities, Inc.

Portland, OR
SELL
 -
-14.8K
Closed
$512K - $580K
0 $0
Aug 12, 2022 Q2 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
SELL
 -
-15.7K
Closed
$542K - $614K
0 $0
Jul 18, 2022 Q2 2022
Money Concepts Capital Corp

SELL
 -
-17.4K
- 89.99%
$602K - $682K
1.94K $82.3K
Jan 27, 2023 Q2 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-18.3K
- 24.82%
$635K - $719K
55.6K $2.36M
Aug 15, 2022 Q2 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-18.3K
- 24.82%
$635K - $719K
55.6K $2.36M
Aug 09, 2022 Q2 2022
Virtu Financial LLC

New York, NY
SELL
 -
-24.4K
Closed
$843K - $955K
0 $0
Aug 12, 2022 Q2 2022
Flow Traders U.S. LLC

New York, NY
SELL
 -
-25.9K
Closed
$895K - $1.01M
0 $0
Aug 15, 2022 Q2 2022
Barometer Capital Management Inc.

Toronto, A6
SELL
 -
-28.3K
- 63.06%
$977K - $1.11M
16.6K $704K

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