Purchases and Sales Made in Q2 2025 in First Tr Morningstar Dividend (FDL)
This table provides information about the institutional ownership of First Tr Morningstar Dividend (FDL) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
148KNew |
$5.64M - $6.38M
|
148K
$6.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
71.4KNew |
$2.73M - $3.08M
|
71.4K
$3.1M
|
|
|
Jul 23, 2025
Q2 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
57KNew |
$2.18M - $2.46M
|
57K
$2.48M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
56.3K+ 34.12% |
$2.15M - $2.43M
|
221K
$9.61M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
51.2K+ 8.53% |
$1.96M - $2.21M
|
652K
$28.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
45KNew |
$1.72M - $1.94M
|
45K
$1.95M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
42KNew |
$1.6M - $1.81M
|
42K
$1.82M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
37K+ 104.86% |
$1.41M - $1.6M
|
72.2K
$3.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
29.8K+ 31.19% |
$1.14M - $1.29M
|
125K
$5.44M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21.8K+ 17.49% |
$834K - $943K
|
147K
$6.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
20.9KNew |
$797K - $901K
|
20.9K
$906K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20K+ 3.23% |
$763K - $863K
|
639K
$27.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
16.6K+ 247.09% |
$635K - $718K
|
23.3K
$1.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
15.9KNew |
$608K - $687K
|
15.9K
$691K
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
13.1KNew |
$499K - $564K
|
13.1K
$567K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
12.5KNew |
$478K - $540K
|
12.5K
$543K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
12.2K+ 75.08% |
$464K - $525K
|
28.4K
$1.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
10.3K+ 59.03% |
$393K - $445K
|
27.8K
$1.21M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
10K+ 9.01% |
$384K - $434K
|
122K
$5.28M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
9.73K+ 7.0% |
$372K - $420K
|
149K
$6.46M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
8.71K+ 1.73% |
$333K - $376K
|
511K
$22.2M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
8.5KNew |
$325K - $367K
|
8.5K
$369K
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
8.18KNew |
$312K - $353K
|
8.18K
$355K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
7.68K+ 553.42% |
$293K - $332K
|
9.06K
$394K
|
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
7.4KNew |
$283K - $320K
|
7.4K
$321K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6.52K+ 4.4% |
$249K - $282K
|
155K
$6.71M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.21KNew |
$237K - $268K
|
6.21K
$270K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
5.7KNew |
$218K - $246K
|
5.7K
$248K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.44K+ 25.31% |
$208K - $235K
|
26.9K
$1.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
5.18K+ 15.3% |
$198K - $224K
|
39K
$1.69M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5.13K+ 10.48% |
$196K - $222K
|
54.1K
$2.35M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
5K+ 2.02% |
$191K - $216K
|
252K
$11M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.93KNew |
$188K - $213K
|
4.93K
$214K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.91K+ 36.51% |
$187K - $212K
|
18.3K
$797K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.64K+ 83.9% |
$177K - $200K
|
10.2K
$441K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
3.19K+ 18.63% |
$122K - $138K
|
20.3K
$883K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.95K+ 7.19% |
$113K - $128K
|
44.1K
$1.91M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.92K+ 23.04% |
$111K - $126K
|
15.6K
$676K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
2.54K+ 2.42% |
$96.9K - $110K
|
108K
$4.67M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.12K+ 8.67% |
$80.8K - $91.4K
|
26.5K
$1.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.1K+ 29.83% |
$80.2K - $90.7K
|
9.14K
$397K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.62K+ 28.69% |
$61.8K - $69.8K
|
7.25K
$315K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.45KNew |
$55.5K - $62.7K
|
1.45K
$63.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.39K+ 27.72% |
$53K - $60K
|
6.4K
$278K
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
1.39K+ 6.23% |
$52.9K - $59.8K
|
23.6K
$1.03M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.37K+ 4.52% |
$52.2K - $59K
|
31.6K
$1.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.27K+ 0.71% |
$48.7K - $55K
|
181K
$7.85M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.11K+ 2.32% |
$42.4K - $47.9K
|
48.8K
$2.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
935+ 17.51% |
$35.7K - $40.4K
|
6.28K
$273K
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
608+ 1.96% |
$23.2K - $26.3K
|
31.6K
$1.37M
|