Purchases and Sales Made in Q2 2023 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 2023. 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
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
329K
+ 30.18%
$10.9M - $12M
1.42M $60.3M
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

BUY
 -
268K
+ 75.65%
$8.9M - $9.76M
623K $26.5M
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
230K
New
$7.62M - $8.36M
230K $9.77M
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
174K
+ 21.12%
$5.78M - $6.34M
999K $42.5M
Jul 28, 2023 Q2 2023
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
173K
+ 98.09%
$5.74M - $6.3M
349K $14.9M
Jul 20, 2023 Q2 2023
Beacon Financial Group

BUY
 -
172K
+ 58.86%
$5.7M - $6.25M
464K $19.7M
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
169K
+ 10.88%
$5.61M - $6.15M
1.72M $73.2M
Aug 11, 2023 Q2 2023
Hrt Financial LP

New York, NY
BUY
 -
166K
New
$5.51M - $6.04M
166K $7.06M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
148K
+ 6.7%
$4.9M - $5.37M
2.35M $99.9M
Jul 25, 2023 Q2 2023
Advisory Alpha, LLC

BUY
 -
142K
New
$4.7M - $5.15M
142K $6.02M
Jul 21, 2023 Q2 2023
Sterling Manor Financial, LLC

BUY
 -
126K
+ 72.94%
$4.2M - $4.6M
300K $12.7M
Jul 18, 2023 Q2 2023
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
120K
+ 13.33%
$3.99M - $4.38M
1.02M $43.5M
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
113K
+ 10.65%
$3.77M - $4.13M
1.18M $50.1M
Aug 07, 2023 Q2 2023
Second Half Financial Partners, LLC

Sebring, FL
BUY
 -
107K
New
$3.54M - $3.88M
107K $4.53M
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
92.8K
+ 18.2%
$3.08M - $3.38M
603K $25.6M
Aug 14, 2023 Q2 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
72.8K
+ 8470.78%
$2.42M - $2.65M
73.6K $3.13M
Aug 10, 2023 Q2 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
71.4K
New
$2.37M - $2.6M
71.4K $3.03M
Jul 20, 2023 Q2 2023
Csenge Advisory Group

BUY
 -
70.8K
+ 4.97%
$2.35M - $2.58M
1.5M $63.6M
Aug 14, 2023 Q2 2023
Stephens Inc

BUY
 -
68.1K
+ 6.03%
$2.26M - $2.48M
1.2M $50.9M
Aug 11, 2023 Q2 2023
True Private Wealth Advisors

BUY
 -
66.4K
+ 8.03%
$2.2M - $2.42M
893K $38M
Aug 14, 2023 Q2 2023
Two Sigma Investments, LP

New York, NY
BUY
 -
66.1K
New
$2.19M - $2.4M
66.1K $2.81M
Aug 18, 2023 Q2 2023
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
63.2K
+ 137.85%
$2.1M - $2.3M
109K $4.63M
Aug 14, 2023 Q2 2023
Bison Wealth, LLC

BUY
 -
60.6K
New
$2.01M - $2.21M
60.6K $2.58M
Jul 21, 2023 Q2 2023
Crumly & Associates Inc.

BUY
 -
56.6K
+ 73.29%
$1.88M - $2.06M
134K $5.69M
Jul 20, 2023 Q2 2023
Spectrum Wealth Advisory Group, LLC

BUY
 -
50.2K
+ 24.49%
$1.67M - $1.83M
255K $10.8M
Aug 14, 2023 Q2 2023
Gsa Capital Partners LLP

London, X0
BUY
 -
42.3K
New
$1.4M - $1.54M
42.3K $1.8M
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
39.9K
+ 15.63%
$1.32M - $1.45M
295K $12.5M
Jul 28, 2023 Q2 2023
Independent Advisor Alliance

BUY
 -
35.3K
+ 480.03%
$1.17M - $1.28M
42.6K $1.81M
Aug 11, 2023 Q2 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
25K
+ 12.1%
$831K - $911K
232K $9.86M
Aug 26, 2024 Q2 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
24.9K
+ 23.73%
$826K - $906K
130K $5.52M
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
24.6K
+ 9.02%
$818K - $897K
298K $12.7M
Aug 02, 2023 Q2 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
23.9K
+ 64.93%
$793K - $869K
60.7K $2.58M
Aug 11, 2023 Q2 2023
Stone X Group Inc.

BUY
 -
21.1K
+ 82.66%
$702K - $769K
46.7K $1.99M
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
20.8K
+ 5.13%
$690K - $756K
426K $18.1M
Aug 14, 2023 Q2 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
20.4K
New
$677K - $742K
20.4K $867K
Aug 09, 2023 Q2 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
19.2K
+ 139.15%
$637K - $698K
33K $1.4M
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
17.7K
+ 62.25%
$587K - $644K
46.1K $1.96M
Aug 15, 2023 Q2 2023
Gts Securities LLC

New York, NY
BUY
 -
17.2K
New
$570K - $624K
17.2K $730K
Jul 26, 2023 Q2 2023
Mattern Wealth Management LLC

BUY
 -
16.4K
+ 13.25%
$544K - $597K
140K $5.96M
Jul 26, 2023 Q2 2023
First Heartland Consultants, Inc.

BUY
 -
16.3K
+ 112.82%
$542K - $594K
30.8K $1.31M
Aug 14, 2023 Q2 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
16.3K
New
$541K - $593K
16.3K $693K
Jul 20, 2023 Q2 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
15.7K
+ 18.61%
$522K - $572K
100K $4.26M
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
14.7K
+ 0.67%
$489K - $536K
2.21M $94.1M
Aug 14, 2023 Q2 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
14.4K
New
$476K - $522K
14.4K $610K
Aug 15, 2023 Q2 2023
Raymond James Trust N.A.

BUY
 -
14.3K
+ 38.16%
$475K - $521K
51.8K $2.2M
Jul 17, 2023 Q2 2023
Ergawealth Advisors, Inc.

Oak Brook, IL
BUY
 -
14.1K
+ 8.13%
$469K - $514K
188K $7.99M
Jul 14, 2023 Q2 2023
Herold Advisors, Inc.

BUY
 -
13.4K
New
$444K - $487K
13.4K $568K
Aug 11, 2023 Q2 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
12.4K
New
$410K - $450K
12.4K $526K
Jul 20, 2023 Q2 2023
Pcg Wealth Advisors, LLC

BUY
 -
12.2K
+ 7.44%
$405K - $444K
176K $7.5M

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