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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
SELL
|
- |
-20- 0.14% |
$652 - $688
|
14.5K
$582K
|
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-31- 0.45% |
$1.01K - $1.07K
|
6.92K
$279K
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-38- 0.53% |
$1.24K - $1.31K
|
7.09K
$286K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-43- 0.15% |
$1.4K - $1.48K
|
29.4K
$1.18M
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-150- 10.1% |
$4.89K - $5.16K
|
1.34K
$53.8K
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-172Closed |
$5.61K - $5.92K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
SELL
|
- |
-185Closed |
$6.03K - $6.36K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-199- 1.68% |
$6.49K - $6.84K
|
11.6K
$469K
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-200- 1.4% |
$6.52K - $6.88K
|
14.1K
$569K
|
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-200- 2.67% |
$6.52K - $6.88K
|
7.3K
$294K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-223- 0.26% |
$7.27K - $7.67K
|
87.1K
$3.51M
|
|
|
Nov 10, 2021
Q3 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-350- 2.43% |
$11.4K - $12K
|
14K
$565K
|
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-350Closed |
$11.4K - $12K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-400- 1.55% |
$13K - $13.8K
|
25.4K
$1.02M
|
|
|
Nov 01, 2021
Q3 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-400Closed |
$13K - $13.8K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-492- 2.93% |
$16K - $16.9K
|
16.3K
$656K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-546- 2.49% |
$17.8K - $18.8K
|
21.4K
$861K
|
|
|
Nov 15, 2021
Q3 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-557- 2.41% |
$18.2K - $19.2K
|
22.5K
$907K
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-575- 1.82% |
$18.8K - $19.8K
|
30.9K
$1.25M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-622Closed |
$20.3K - $21.4K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-662- 4.56% |
$21.6K - $22.8K
|
13.9K
$558K
|
|
|
Nov 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-663- 0.51% |
$21.6K - $22.8K
|
130K
$5.22M
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-696- 9.61% |
$22.7K - $23.9K
|
6.55K
$264K
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-800- 59.93% |
$26.1K - $27.5K
|
535
$21.5K
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-809- 1.22% |
$26.4K - $27.8K
|
65.6K
$2.64M
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
SELL
|
- |
-950- 0.42% |
$31K - $32.7K
|
226K
$9.12M
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-970- 3.56% |
$31.6K - $33.4K
|
26.2K
$1.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1K- 1.77% |
$32.7K - $34.5K
|
55.5K
$2.24M
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.06K- 3.11% |
$34.4K - $36.3K
|
32.9K
$1.32M
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.23K- 4.31% |
$40K - $42.2K
|
27.2K
$1.1M
|
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-1.68K- 4.06% |
$54.8K - $57.8K
|
39.7K
$1.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.7K- 29.86% |
$55.5K - $58.5K
|
3.99K
$161K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.79K- 5.51% |
$58.4K - $61.6K
|
30.7K
$1.24M
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.88K- 7.19% |
$61.2K - $64.6K
|
24.2K
$976K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.06K- 1.04% |
$67.1K - $70.8K
|
195K
$7.87M
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.28K- 7.18% |
$74.2K - $78.2K
|
29.4K
$1.18M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.32K- 10.59% |
$75.5K - $79.6K
|
19.5K
$787K
|
|
|
Nov 12, 2021
Q3 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.41K- 1.1% |
$78.6K - $82.9K
|
217K
$8.75M
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.44K- 6.85% |
$79.5K - $83.8K
|
33.2K
$1.33M
|
|
|
Oct 26, 2021
Q3 2021
|
High Tower Trust Services, Lta
|
SELL
|
- |
-2.79K- 10.05% |
$91.1K - $96.1K
|
25K
$1.01M
|
|
|
Oct 26, 2021
Q3 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-2.83K- 2.76% |
$92.4K - $97.4K
|
99.6K
$4.01M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.42K- 1.61% |
$112K - $118K
|
209K
$8.41M
|
|
|
Nov 01, 2021
Q3 2021
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-4.41K- 2.02% |
$144K - $152K
|
214K
$8.62M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.76K- 6.6% |
$155K - $164K
|
67.3K
$2.71M
|
|
|
Nov 12, 2021
Q3 2021
|
Sargent Investment Group, LLC
|
SELL
|
- |
-4.92K- 12.24% |
$160K - $169K
|
35.2K
$1.42M
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.94K- 17.7% |
$161K - $170K
|
22.9K
$924K
|
|
|
Nov 12, 2021
Q3 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-5.67K- 3.11% |
$185K - $195K
|
177K
$7.12M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.05K- 3.26% |
$197K - $208K
|
179K
$7.23M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-6.25K- 85.81% |
$204K - $215K
|
1.03K
$41.6K
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-6.84KClosed |
$223K - $235K
|
0
$0
|