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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.12K+ 6.82% |
$37.3K - $40.9K
|
17.6K
$762K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.12K+ 0.39% |
$37.2K - $40.8K
|
288K
$12.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.1K+ 0.8% |
$36.6K - $40.1K
|
139K
$6.01M
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.1K+ 17.33% |
$36.5K - $40.1K
|
7.45K
$322K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.07K+ 7.39% |
$35.5K - $38.9K
|
15.5K
$672K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
1.04K+ 1.87% |
$34.4K - $37.7K
|
56.4K
$2.44M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.02K+ 6.41% |
$34K - $37.2K
|
17K
$734K
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
853+ 3.66% |
$28.3K - $31K
|
24.2K
$1.05M
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
848+ 12.91% |
$28.1K - $30.9K
|
7.42K
$321K
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
774+ 2.59% |
$25.7K - $28.2K
|
30.6K
$1.33M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
750New |
$24.9K - $27.3K
|
750
$32.4K
|
|
|
Aug 02, 2023
Q2 2023
|
1776 Wealth LLC
|
BUY
|
- |
680+ 4.2% |
$22.6K - $24.7K
|
16.9K
$730K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
666+ 10.71% |
$22.1K - $24.2K
|
6.89K
$298K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
569+ 23.6% |
$18.9K - $20.7K
|
2.98K
$129K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
544New |
$18.1K - $19.8K
|
544
$23.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
535+ 2.96% |
$17.8K - $19.5K
|
18.6K
$805K
|
|
|
Aug 01, 2023
Q2 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
521+ 7.98% |
$17.3K - $19K
|
7.05K
$305K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
500New |
$16.6K - $18.2K
|
500
$21.6K
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
500+ 7.25% |
$16.6K - $18.2K
|
7.4K
$320K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
466+ 3.87% |
$15.5K - $17K
|
12.5K
$542K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
460+ 1.08% |
$15.3K - $16.7K
|
43.2K
$1.87M
|
|
|
Jul 26, 2023
Q2 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
435+ 4.8% |
$14.4K - $15.8K
|
9.5K
$411K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
395+ 4.39% |
$13.1K - $14.4K
|
9.39K
$406K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
368New |
$12.2K - $13.4K
|
368
$15.9K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
344+ 1.93% |
$11.4K - $12.5K
|
18.2K
$786K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
325New |
$10.8K - $11.8K
|
325
$14.1K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
311+ 0.25% |
$10.3K - $11.3K
|
123K
$5.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
283+ 3.09% |
$9.39K - $10.3K
|
9.45K
$409K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
282+ 4.12% |
$9.36K - $10.3K
|
7.13K
$309K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
275+ 3.93% |
$9.13K - $10K
|
7.27K
$315K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
274+ 1.56% |
$9.09K - $9.97K
|
17.8K
$771K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
266+ 1.57% |
$8.83K - $9.68K
|
17.2K
$743K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
265+ 3.42% |
$8.8K - $9.64K
|
8.02K
$347K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
249+ 2.24% |
$8.26K - $9.06K
|
11.4K
$492K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
249New |
$8.26K - $9.06K
|
249
$10.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
249+ 0.3% |
$8.26K - $9.06K
|
82.9K
$3.59M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
217+ 0.93% |
$7.2K - $7.89K
|
23.7K
$1.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
179+ 1.07% |
$5.94K - $6.51K
|
17K
$735K
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
177+ 0.79% |
$5.87K - $6.44K
|
22.6K
$976K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
104+ 1.38% |
$3.45K - $3.78K
|
7.63K
$330K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
86+ 1.34% |
$2.85K - $3.13K
|
6.52K
$282K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
73+ 0.92% |
$2.42K - $2.66K
|
8.03K
$347K
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
BUY
|
- |
55+ 0.22% |
$1.83K - $2K
|
25.2K
$1.09M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
37+ 0.31% |
$1.23K - $1.35K
|
12.1K
$523K
|
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
BUY
|
- |
35+ 0.45% |
$1.16K - $1.27K
|
7.88K
$341K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
33+ 0.14% |
$1.1K - $1.2K
|
24.2K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
32+ 0.99% |
$1.06K - $1.16K
|
3.26K
$141K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
31+ 1.33% |
$1.03K - $1.13K
|
2.37K
$102K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
24New |
$797 - $873
|
24
$1.04K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
13+ 0.75% |
$431 - $473
|
1.75K
$75.7K
|