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 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-30.5K- 36.05% |
$1.11M - $1.19M
|
54.1K
$2.18M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-30.6K- 80.27% |
$1.11M - $1.19M
|
7.52K
$303K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-36.1K- 6.16% |
$1.31M - $1.41M
|
549K
$22.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-36.7K- 50.17% |
$1.33M - $1.43M
|
36.5K
$1.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-43.7K- 94.26% |
$1.59M - $1.7M
|
2.66K
$107K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-46.5K- 74.55% |
$1.69M - $1.81M
|
15.9K
$639K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-48K- 58.1% |
$1.75M - $1.87M
|
34.6K
$1.39M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-53.7K- 79.67% |
$1.96M - $2.1M
|
13.7K
$552K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-57.8K- 7.92% |
$2.1M - $2.25M
|
671K
$27M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-63K- 22.99% |
$2.29M - $2.46M
|
211K
$8.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-64.4K- 70.54% |
$2.34M - $2.51M
|
26.9K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-66.2K- 2.83% |
$2.41M - $2.58M
|
2.27M
$91.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-66.7K- 75.52% |
$2.43M - $2.6M
|
21.6K
$871K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-67.7K- 6.11% |
$2.46M - $2.64M
|
1.04M
$41.9M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-72K- 7.08% |
$2.62M - $2.81M
|
945K
$38.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-77.9K- 44.85% |
$2.83M - $3.04M
|
95.8K
$3.86M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-96.9K- 1.46% |
$3.52M - $3.78M
|
6.54M
$263M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-96.9K- 1.46% |
$3.52M - $3.78M
|
6.54M
$263M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-117K- 72.38% |
$4.24M - $4.55M
|
44.5K
$1.79M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-119K- 22.05% |
$4.33M - $4.65M
|
421K
$17M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-122K- 7.09% |
$4.45M - $4.78M
|
1.6M
$64.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-128K- 39.91% |
$4.65M - $4.99M
|
193K
$7.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-148K- 79.06% |
$5.38M - $5.76M
|
39.1K
$1.58M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-149K- 95.62% |
$5.42M - $5.81M
|
6.83K
$275K
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-162K- 57.21% |
$5.89M - $6.32M
|
121K
$4.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-206K- 17.92% |
$7.51M - $8.05M
|
945K
$38.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-218K- 20.26% |
$7.93M - $8.5M
|
858K
$34.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-224K- 56.95% |
$8.14M - $8.73M
|
169K
$6.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-247K- 19.56% |
$8.97M - $9.62M
|
1.01M
$40.9M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-320K- 15.4% |
$11.6M - $12.5M
|
1.76M
$70.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-370K- 4.49% |
$13.5M - $14.4M
|
7.89M
$318M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-428K- 24.83% |
$15.6M - $16.7M
|
1.3M
$52.2M
|