Purchases and Sales Made in Q3 2021 in First Tr Morningstar Dividend (FDL)
This table provides information about the institutional ownership of First Tr Morningstar Dividend (FDL) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.13MNew |
$102M - $108M
|
3.13M
$131M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
104K+ 17.31% |
$3.41M - $3.59M
|
708K
$29.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
62.8K+ 3.81% |
$2.05M - $2.16M
|
1.71M
$71.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
55.1KNew |
$1.8M - $1.9M
|
55.1K
$2.31M
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
44.9KNew |
$1.46M - $1.54M
|
44.9K
$1.88M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
37.3KNew |
$1.22M - $1.28M
|
37.3K
$1.56M
|
|
|
Oct 25, 2021
Q3 2021
|
Rockland Trust CO
|
BUY
|
- |
31.6KNew |
$1.03M - $1.09M
|
31.6K
$1.32M
|
|
|
Jan 02, 2024
Q3 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
30.5K+ 8.74% |
$996K - $1.05M
|
380K
$15.9M
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
29.1K+ 6.29% |
$949K - $1M
|
492K
$20.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
23.8K+ 26.73% |
$776K - $818K
|
113K
$4.72M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
21.8K+ 155.88% |
$712K - $751K
|
35.8K
$1.5M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.7K+ 8.02% |
$677K - $713K
|
279K
$11.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
20.1K+ 4.06% |
$655K - $690K
|
515K
$21.5M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
19.7K+ 4.58% |
$643K - $678K
|
451K
$18.9M
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
19K+ 28.37% |
$618K - $652K
|
85.8K
$3.59M
|
|
|
Dec 27, 2021
Q3 2021
|
Financial Advisors Network, Inc.
|
BUY
|
- |
18KNew |
$587K - $619K
|
18K
$753K
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
16.6KNew |
$540K - $569K
|
16.6K
$693K
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.3K+ 96.08% |
$532K - $561K
|
33.3K
$1.39M
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
13.1KNew |
$427K - $450K
|
13.1K
$548K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.7K+ 2.5% |
$413K - $435K
|
519K
$21.7M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.2K+ 11.46% |
$398K - $419K
|
119K
$4.96M
|
|
|
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
11.6K+ 16.58% |
$379K - $400K
|
81.8K
$3.42M
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
10.9KNew |
$357K - $376K
|
10.9K
$458K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.5K+ 3.69% |
$344K - $363K
|
296K
$12.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
9.77KNew |
$319K - $336K
|
9.77K
$409K
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.69K+ 16.87% |
$316K - $333K
|
67.1K
$2.81M
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
BUY
|
- |
9.47K+ 16.61% |
$309K - $326K
|
66.5K
$2.78M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.97K+ 90.97% |
$293K - $308K
|
18.8K
$788K
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.76K+ 6538.06% |
$286K - $301K
|
8.9K
$372K
|
|
|
Nov 15, 2021
Q3 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
8.64KNew |
$282K - $297K
|
8.64K
$361K
|
|
|
Nov 08, 2021
Q3 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
8.06K+ 45.27% |
$263K - $277K
|
25.9K
$1.08M
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
6.98K+ 37.35% |
$228K - $240K
|
25.7K
$1.07M
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.36K+ 7.34% |
$207K - $219K
|
93K
$3.89M
|
|
|
Dec 08, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.25K+ 604.74% |
$204K - $215K
|
7.28K
$305K
|
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
5.03K+ 22.4% |
$164K - $173K
|
27.5K
$1.15M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.85K+ 37.09% |
$158K - $167K
|
17.9K
$751K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.82KNew |
$157K - $166K
|
4.82K
$202K
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.76K+ 0.6% |
$155K - $164K
|
801K
$33.5M
|
|
|
Oct 14, 2021
Q3 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
4.72K+ 13.55% |
$154K - $162K
|
39.6K
$1.66M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
4.42K+ 1.93% |
$144K - $152K
|
233K
$9.74M
|
|
|
Oct 29, 2021
Q3 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
4.39K+ 5.36% |
$143K - $151K
|
86.4K
$3.61M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
4.06K+ 3.28% |
$132K - $139K
|
128K
$5.34M
|
|
|
Nov 04, 2021
Q3 2021
|
Sterling Investment Management, LLC
|
BUY
|
- |
3.35K+ 37.82% |
$109K - $115K
|
12.2K
$511K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.32K+ 3.94% |
$108K - $114K
|
87.7K
$3.67M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
3.23K+ 2.64% |
$105K - $111K
|
126K
$5.27M
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
3.16KNew |
$103K - $109K
|
3.16K
$132K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.11K+ 5.26% |
$101K - $107K
|
62.2K
$2.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.28K+ 0.52% |
$74.3K - $78.3K
|
439K
$18.4M
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
2.25KNew |
$73.4K - $77.4K
|
2.25K
$94.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
2.12K+ 9.72% |
$69.1K - $72.8K
|
23.9K
$1M
|