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 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.95K+ 3.57% |
$63.7K - $67.1K
|
56.6K
$2.28M
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.79K+ 9.59% |
$58.2K - $61.4K
|
20.4K
$821K
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.77K+ 5.13% |
$57.6K - $60.7K
|
36.2K
$1.46M
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.59K+ 4.46% |
$51.8K - $54.6K
|
37.1K
$1.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.47KNew |
$48K - $50.6K
|
1.47K
$59.2K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.34K+ 12.37% |
$43.5K - $45.9K
|
12.1K
$488K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.18KNew |
$38.6K - $40.7K
|
1.18K
$47.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.14K+ 0.84% |
$37.2K - $39.2K
|
137K
$5.53M
|
|
|
Nov 01, 2021
Q3 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
1.01K+ 1.73% |
$32.9K - $34.7K
|
59.3K
$2.39M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1K+ 3.87% |
$32.7K - $34.5K
|
26.9K
$1.08M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
1K+ 1.81% |
$32.7K - $34.4K
|
56.4K
$2.27M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
924+ 11.57% |
$30.1K - $31.8K
|
8.91K
$359K
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
905+ 3.18% |
$29.5K - $31.1K
|
29.4K
$1.18M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
850+ 58.86% |
$27.7K - $29.2K
|
2.29K
$92.4K
|
|
|
Nov 03, 2021
Q3 2021
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
600+ 7.93% |
$19.6K - $20.6K
|
8.17K
$329K
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
564+ 6.57% |
$18.4K - $19.4K
|
9.15K
$369K
|
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
550+ 3.44% |
$17.9K - $18.9K
|
16.5K
$666K
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
550+ 3.44% |
$17.9K - $18.9K
|
16.5K
$666K
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
511New |
$16.7K - $17.6K
|
511
$20.6K
|
|
|
Oct 04, 2021
Q3 2021
|
Smithbridge Asset Management Inc
|
BUY
|
- |
510+ 5.46% |
$16.6K - $17.5K
|
9.85K
$397K
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
508+ 4.13% |
$16.6K - $17.5K
|
12.8K
$516K
|
|
|
Nov 12, 2021
Q3 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
499+ 2.61% |
$16.3K - $17.2K
|
19.6K
$789K
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
488+ 2.03% |
$15.9K - $16.8K
|
24.5K
$987K
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
461New |
$15K - $15.9K
|
461
$18.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
440+ 2.2% |
$14.4K - $15.1K
|
20.4K
$823K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
392+ 0.47% |
$12.8K - $13.5K
|
84.4K
$3.4M
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
367+ 0.32% |
$12K - $12.6K
|
116K
$4.66M
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
222+ 3.37% |
$7.24K - $7.63K
|
6.8K
$274K
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
205+ 1.05% |
$6.69K - $7.05K
|
19.7K
$795K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
187+ 7.41% |
$6.1K - $6.43K
|
2.71K
$109K
|
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
186+ 1.04% |
$6.07K - $6.4K
|
18K
$725K
|
|
|
Nov 04, 2021
Q3 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
181+ 1.55% |
$5.9K - $6.22K
|
11.8K
$476K
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
117+ 0.76% |
$3.82K - $4.02K
|
15.4K
$622K
|
|
|
Nov 15, 2021
Q3 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
107+ 0.24% |
$3.49K - $3.68K
|
44.2K
$1.78M
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
103+ 13.99% |
$3.36K - $3.54K
|
839
$33.8K
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
95+ 2.05% |
$3.1K - $3.27K
|
4.73K
$190K
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
56+ 0.21% |
$1.83K - $1.93K
|
26.9K
$1.09M
|
|
|
Oct 13, 2021
Q3 2021
|
Mjp Associates Inc
|
BUY
|
- |
41+ 0.31% |
$1.34K - $1.41K
|
13.1K
$527K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
41+ 0.54% |
$1.34K - $1.41K
|
7.65K
$308K
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
41+ 0.31% |
$1.34K - $1.41K
|
13.1K
$527K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
39+ 0.63% |
$1.27K - $1.34K
|
6.2K
$249K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
29+ 0.1% |
$946 - $997
|
29.8K
$1.2M
|
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
21+ 0.19% |
$685 - $722
|
11.2K
$452K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8+ 1.06% |
$261 - $275
|
760
$30.6K
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
8+ 0.82% |
$261 - $275
|
984
$39.6K
|
|
|
Oct 27, 2021
Q3 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
5+ 0.05% |
$163 - $172
|
9.42K
$379K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4+ 0.06% |
$130 - $138
|
7.17K
$289K
|
|
|
Nov 12, 2021
Q3 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-14- 0.2% |
$457 - $481
|
6.89K
$278K
|