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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
5+ 0.04% |
$166 - $182
|
13.5K
$544K
|
|
|
Aug 10, 2023
Q2 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
3+ 0.03% |
$99.6 - $109
|
10.6K
$426K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.01% |
$33.2 - $36.4
|
8.84K
$356K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-75- 0.58% |
$2.49K - $2.73K
|
13K
$522K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-91- 0.68% |
$3.02K - $3.31K
|
13.2K
$533K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-200- 0.82% |
$6.64K - $7.28K
|
24.1K
$970K
|
|
|
Aug 07, 2023
Q2 2023
|
United Bank
|
SELL
|
- |
-201- 1.56% |
$6.67K - $7.31K
|
12.7K
$510K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-228- 2.5% |
$7.57K - $8.29K
|
8.9K
$358K
|
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-248- 2.65% |
$8.23K - $9.02K
|
9.1K
$366K
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
SELL
|
- |
-350- 1.79% |
$11.6K - $12.7K
|
19.2K
$774K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-366- 10.38% |
$12.1K - $13.3K
|
3.16K
$127K
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-397- 5.81% |
$13.2K - $14.4K
|
6.44K
$259K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-399- 1.68% |
$13.2K - $14.5K
|
23.4K
$941K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-419- 2.33% |
$13.9K - $15.2K
|
17.6K
$708K
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-500- 6.26% |
$16.6K - $18.2K
|
7.49K
$301K
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-521- 6.21% |
$17.3K - $19K
|
7.87K
$317K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-562- 1.62% |
$18.7K - $20.4K
|
34.2K
$1.38M
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-607- 3.17% |
$20.1K - $22.1K
|
18.6K
$747K
|
|
|
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
SELL
|
- |
-699- 0.88% |
$23.2K - $25.4K
|
78.9K
$3.18M
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-700- 5.39% |
$23.2K - $25.5K
|
12.3K
$495K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-783- 14.56% |
$26K - $28.5K
|
4.6K
$185K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-814- 99.88% |
$27K - $29.6K
|
1
$40.3
|
|
|
Apr 24, 2024
Q2 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-825- 0.44% |
$27.4K - $30K
|
187K
$7.55M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-828- 8.36% |
$27.5K - $30.1K
|
9.07K
$365K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-868- 0.86% |
$28.8K - $31.6K
|
100K
$4.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
SELL
|
- |
-978- 1.3% |
$32.5K - $35.6K
|
74.5K
$3M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-998- 25.99% |
$33.1K - $36.3K
|
2.84K
$114K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.02K- 1.07% |
$33.9K - $37.1K
|
94.7K
$3.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.06K- 10.32% |
$35.2K - $38.6K
|
9.22K
$371K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.07K- 2.27% |
$35.6K - $39.1K
|
46.3K
$1.86M
|
|
|
Jul 13, 2023
Q2 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-1.25K- 1.01% |
$41.5K - $45.4K
|
123K
$4.95M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-1.33K- 2.97% |
$44K - $48.2K
|
43.4K
$1.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.62K- 6.23% |
$53.7K - $58.8K
|
24.3K
$980K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.76K- 10.7% |
$58.3K - $63.9K
|
14.7K
$590K
|
|
|
Jul 17, 2023
Q2 2023
|
Pacific Wealth Management
|
SELL
|
- |
-1.79K- 1.58% |
$59.5K - $65.3K
|
112K
$4.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.84K- 4.18% |
$61K - $66.9K
|
42.1K
$1.7M
|
|
|
Aug 09, 2023
Q2 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-2.01K- 15.12% |
$66.7K - $73.1K
|
11.3K
$454K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.03K- 23.46% |
$67.4K - $73.9K
|
6.63K
$267K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.07K- 17.76% |
$68.5K - $75.1K
|
9.56K
$385K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2.16K- 4.78% |
$71.6K - $78.5K
|
43K
$1.73M
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-2.3K- 22.42% |
$76.2K - $83.5K
|
7.94K
$320K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.78K- 6.1% |
$92.2K - $101K
|
42.7K
$1.72M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.03K- 20.83% |
$100K - $110K
|
11.5K
$463K
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-3.09K- 23.33% |
$102K - $112K
|
10.1K
$408K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.12K- 33.19% |
$103K - $113K
|
6.27K
$253K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
SELL
|
- |
-3.19K- 12.58% |
$106K - $116K
|
22.2K
$892K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.24K- 23.09% |
$107K - $118K
|
10.8K
$434K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-3.28K- 16.89% |
$109K - $119K
|
16.2K
$651K
|
|
|
Jul 14, 2023
Q2 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-3.42K- 2.57% |
$113K - $124K
|
130K
$5.22M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.46K- 10.61% |
$115K - $126K
|
29.1K
$1.17M
|