Purchases and Sales Made in Q2 2024 in First Tr Morningstar Dividend (FDL)
This table provides information about the institutional ownership of First Tr Morningstar Dividend (FDL) during Q2 2024. 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 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.77MNew |
$64.5M - $69.2M
|
1.77M
$71.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
530K+ 29.29% |
$19.3M - $20.7M
|
2.34M
$94.3M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
185K+ 348.16% |
$6.75M - $7.24M
|
239K
$9.62M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
168K+ 9.46% |
$6.1M - $6.54M
|
1.94M
$78.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
155K+ 1737.46% |
$5.64M - $6.05M
|
164K
$6.61M
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
129K+ 132.89% |
$4.68M - $5.01M
|
225K
$9.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
109KNew |
$3.95M - $4.23M
|
109K
$4.37M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
99.7K+ 6.07% |
$3.63M - $3.89M
|
1.74M
$70.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
87.1K+ 694.07% |
$3.17M - $3.4M
|
99.7K
$4.02M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
58.8K+ 6.99% |
$2.14M - $2.29M
|
900K
$36.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
52.3K+ 3.75% |
$1.9M - $2.04M
|
1.45M
$58.3M
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
50.2K+ 68.46% |
$1.83M - $1.96M
|
124K
$4.98M
|
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
42.1K+ 39.17% |
$1.53M - $1.64M
|
149K
$6.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
41.1K+ 2.43% |
$1.5M - $1.6M
|
1.73M
$69.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
35.9KNew |
$1.3M - $1.4M
|
35.9K
$1.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
30.3KNew |
$1.1M - $1.18M
|
30.3K
$1.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
29.3K+ 22.94% |
$1.07M - $1.14M
|
157K
$6.34M
|
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
BUY
|
- |
25K+ 17.75% |
$909K - $975K
|
166K
$6.68M
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
23.9K+ 5.88% |
$869K - $932K
|
430K
$17.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
23.4KNew |
$852K - $914K
|
23.4K
$944K
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
22.9KNew |
$831K - $892K
|
22.9K
$921K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
20.2KNew |
$735K - $788K
|
20.2K
$814K
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
16.5KNew |
$601K - $645K
|
16.5K
$666K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
16K+ 430.05% |
$582K - $624K
|
19.7K
$794K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
15.8KNew |
$574K - $616K
|
15.8K
$636K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
14.7KNew |
$535K - $574K
|
14.7K
$593K
|
|
|
Aug 09, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
14.7KNew |
$535K - $574K
|
14.7K
$593K
|
|
|
Aug 07, 2024
Q2 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
14.6K+ 5.49% |
$531K - $569K
|
281K
$11.3M
|
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
14.4KNew |
$525K - $563K
|
14.4K
$581K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.3K+ 67.56% |
$520K - $558K
|
35.5K
$1.43M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
13.9K+ 47.41% |
$505K - $541K
|
43.2K
$1.74M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
13.3KNew |
$483K - $518K
|
13.3K
$535K
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
12.1KNew |
$440K - $472K
|
12.1K
$487K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.6K+ 15.47% |
$422K - $453K
|
86.6K
$3.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.4K+ 19.07% |
$415K - $445K
|
71.2K
$2.87M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
11.1KNew |
$403K - $432K
|
11.1K
$446K
|
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
10.2K+ 6.44% |
$370K - $397K
|
168K
$6.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9.63K+ 47.13% |
$350K - $375K
|
30K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9.23K+ 55.23% |
$336K - $360K
|
25.9K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.03K+ 2.69% |
$328K - $352K
|
344K
$13.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
8.8KNew |
$320K - $343K
|
8.8K
$355K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.78K+ 8.72% |
$283K - $303K
|
97K
$3.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.74KNew |
$281K - $302K
|
7.74K
$312K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.53KNew |
$274K - $294K
|
7.53K
$303K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
7.16KNew |
$260K - $279K
|
7.16K
$289K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.15K+ 56.72% |
$260K - $279K
|
19.8K
$796K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.65K+ 10.7% |
$242K - $259K
|
68.8K
$2.77M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
6.19KNew |
$225K - $242K
|
6.19K
$250K
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
6.08KNew |
$221K - $237K
|
6.08K
$245K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.96KNew |
$217K - $232K
|
5.96K
$240K
|