Purchases and Sales Made in Q2 2023 in First Tr Morningstar Dividend (FDL)
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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
10.9KNew |
$363K - $398K
|
10.9K
$440K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
10.9K+ 5.06% |
$361K - $396K
|
226K
$9.11M
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
10.7K+ 37.53% |
$355K - $389K
|
39.2K
$1.58M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.6K+ 16.03% |
$351K - $385K
|
76.5K
$3.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.6K+ 16.03% |
$351K - $385K
|
76.5K
$3.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
10.5KNew |
$349K - $382K
|
10.5K
$423K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.31K+ 1.3% |
$309K - $339K
|
726K
$29.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
9.04KNew |
$300K - $329K
|
9.04K
$364K
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
8.41K+ 13.84% |
$279K - $306K
|
69.1K
$2.78M
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
BUY
|
- |
8.07K+ 21.91% |
$268K - $294K
|
44.9K
$1.81M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
7.81K+ 11659.7% |
$259K - $284K
|
7.88K
$317K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
7.32KNew |
$243K - $266K
|
7.32K
$295K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
7.16KNew |
$238K - $261K
|
7.16K
$288K
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
6.84KNew |
$227K - $249K
|
6.84K
$275K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.78K+ 30.4% |
$225K - $247K
|
29.1K
$1.17M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.25K+ 25.75% |
$207K - $227K
|
30.5K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
6K+ 102.9% |
$199K - $218K
|
11.8K
$477K
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
5.98K+ 1.5% |
$198K - $218K
|
404K
$16.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
5.8K+ 5.71% |
$193K - $211K
|
107K
$4.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
5.4K+ 19.78% |
$179K - $196K
|
32.7K
$1.32M
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Omega Group, Inc.
|
BUY
|
- |
5.21K+ 3.33% |
$173K - $190K
|
162K
$6.51M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.11K+ 8.27% |
$169K - $186K
|
66.9K
$2.69M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
4.82K+ 5.4% |
$160K - $175K
|
94.1K
$3.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.29K+ 5.05% |
$142K - $156K
|
89.1K
$3.59M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
4.08K+ 35.82% |
$135K - $149K
|
15.5K
$623K
|
|
|
Jul 14, 2023
Q2 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
3.97K+ 7.01% |
$132K - $145K
|
60.7K
$2.44M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.86K+ 8.3% |
$128K - $140K
|
50.3K
$2.03M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.64K+ 53.86% |
$121K - $132K
|
10.4K
$419K
|
|
|
Aug 08, 2023
Q2 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
3.63K+ 56.47% |
$121K - $132K
|
10.1K
$405K
|
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
3.21K+ 31.5% |
$107K - $117K
|
13.4K
$540K
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
3.07K+ 21.11% |
$102K - $112K
|
17.6K
$709K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.02K+ 17.89% |
$100K - $110K
|
19.9K
$802K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.97K+ 23.29% |
$98.7K - $108K
|
15.7K
$634K
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
2.9K+ 4.34% |
$96.3K - $106K
|
69.8K
$2.81M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.63K+ 27.34% |
$87.2K - $95.6K
|
12.2K
$493K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2.3K+ 20.9% |
$76.3K - $83.7K
|
13.3K
$536K
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.24K+ 35.43% |
$74.4K - $81.6K
|
8.57K
$345K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
2.23K+ 24.72% |
$73.8K - $80.9K
|
11.2K
$452K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.2K+ 9.78% |
$73.1K - $80.1K
|
24.7K
$996K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.12K+ 10.02% |
$70.4K - $77.2K
|
23.3K
$938K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.95K+ 3.01% |
$64.7K - $70.9K
|
66.7K
$2.69M
|
|
|
Aug 07, 2023
Q2 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.92K+ 9.23% |
$63.8K - $70K
|
22.7K
$916K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.85K+ 642.71% |
$61.4K - $67.3K
|
2.14K
$86.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.56K+ 5.66% |
$51.6K - $56.6K
|
29K
$1.17M
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.5KNew |
$49.8K - $54.6K
|
1.5K
$60.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.45K+ 11.63% |
$48.2K - $52.8K
|
13.9K
$561K
|
|
|
Aug 10, 2023
Q2 2023
|
Hc Advisors, LLC
|
BUY
|
- |
1.42K+ 0.48% |
$47.2K - $51.7K
|
299K
$12M
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
BUY
|
- |
1.34K+ 21.62% |
$44.3K - $48.6K
|
7.51K
$302K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
1.31K+ 1.44% |
$43.5K - $47.7K
|
92.3K
$3.72M
|
|
|
Aug 02, 2023
Q2 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
1.18K+ 6.03% |
$39.2K - $43K
|
20.8K
$837K
|