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 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2.74K- 19.34% |
$99.7K - $107K
|
11.4K
$460K
|
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-2.76K- 2.28% |
$100K - $108K
|
118K
$4.75M
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2.85K- 12.48% |
$104K - $111K
|
20K
$804K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.01K- 5.41% |
$109K - $117K
|
52.6K
$2.12M
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-3.09K- 2.99% |
$113K - $121K
|
100K
$4.04M
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-3.09K- 2.03% |
$113K - $121K
|
149K
$6.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-3.13K- 5.04% |
$114K - $122K
|
59.1K
$2.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.26K- 40.15% |
$118K - $127K
|
4.86K
$196K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.41K- 9.31% |
$124K - $133K
|
33.2K
$1.34M
|
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
SELL
|
- |
-3.88K- 17.02% |
$141K - $151K
|
18.9K
$761K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.07K- 20.21% |
$148K - $159K
|
16.1K
$647K
|
|
|
Aug 06, 2024
Q2 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-4.29K- 5.56% |
$156K - $167K
|
72.8K
$2.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.47K- 3.32% |
$163K - $174K
|
130K
$5.24M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-4.53K- 28.19% |
$165K - $177K
|
11.5K
$465K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.63K- 12.75% |
$168K - $181K
|
31.7K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.68K- 15.74% |
$170K - $183K
|
25.1K
$1.01M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-5K- 18.36% |
$182K - $195K
|
22.2K
$895K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-5.62K- 12.67% |
$204K - $219K
|
38.7K
$1.56M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.77K- 9.94% |
$210K - $225K
|
52.3K
$2.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.98K- 6.61% |
$217K - $233K
|
84.4K
$3.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.05K- 6.18% |
$220K - $236K
|
91.8K
$3.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.44K- 14.78% |
$234K - $251K
|
37.1K
$1.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-6.49K- 3.08% |
$236K - $253K
|
204K
$8.22M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-7.19K- 18.84% |
$262K - $280K
|
31K
$1.25M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.46K- 1.31% |
$271K - $291K
|
563K
$22.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.72K- 6.48% |
$281K - $301K
|
111K
$4.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.26K- 33.62% |
$301K - $322K
|
16.3K
$657K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-8.64K- 35.74% |
$314K - $337K
|
15.5K
$626K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-9.5K- 21.94% |
$346K - $371K
|
33.8K
$1.36M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-9.5K- 33.98% |
$346K - $371K
|
18.5K
$744K
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
SELL
|
- |
-10.1K- 12.63% |
$368K - $394K
|
70K
$2.82M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.3K- 7.68% |
$376K - $403K
|
124K
$5.01M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-11.2K- 25.33% |
$409K - $438K
|
33.1K
$1.33M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-11.2K- 2.13% |
$409K - $438K
|
517K
$20.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-12.2K- 6.61% |
$443K - $475K
|
172K
$6.92M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-13.8K- 17.71% |
$501K - $537K
|
64K
$2.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-13.8K- 45.57% |
$503K - $540K
|
16.5K
$665K
|
|
|
Jul 29, 2024
Q2 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-14.2K- 9.47% |
$517K - $555K
|
136K
$5.48M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-14.9K- 5.22% |
$543K - $582K
|
271K
$10.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.7K- 1.65% |
$607K - $651K
|
993K
$40M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-16.9K- 12.32% |
$614K - $659K
|
120K
$4.84M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-17.1K- 26.62% |
$624K - $669K
|
47.2K
$1.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.8K- 16.67% |
$647K - $693K
|
88.8K
$3.58M
|
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-18.4K- 18.19% |
$671K - $719K
|
82.9K
$3.34M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.3K- 4.44% |
$740K - $793K
|
437K
$17.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-21.7K- 52.97% |
$790K - $847K
|
19.3K
$777K
|
|
|
Jul 19, 2024
Q2 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-22.6K- 42.85% |
$824K - $883K
|
30.2K
$1.22M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-26.6K- 2.45% |
$966K - $1.04M
|
1.06M
$42.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-27K- 37.88% |
$983K - $1.05M
|
44.3K
$1.78M
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-27.1K- 72.95% |
$987K - $1.06M
|
10.1K
$405K
|