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 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-7.72KClosed |
$252K - $265K
|
0
$0
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-8.85K- 44.31% |
$289K - $304K
|
11.1K
$448K
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.22K- 1.22% |
$301K - $317K
|
744K
$30M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-9.93K- 45.29% |
$324K - $342K
|
12K
$483K
|
|
|
Oct 12, 2021
Q3 2021
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-9.95K- 13.72% |
$325K - $342K
|
62.6K
$2.52M
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-10.7KClosed |
$349K - $368K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-10.8K- 38.31% |
$353K - $372K
|
17.4K
$702K
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-10.8K- 38.31% |
$353K - $372K
|
17.4K
$702K
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-15.9K- 34.53% |
$519K - $547K
|
30.2K
$1.22M
|
|
|
Nov 12, 2021
Q3 2021
|
United Bank
|
SELL
|
- |
-16.4K- 44.56% |
$535K - $564K
|
20.4K
$822K
|
|
|
Oct 07, 2021
Q3 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-28K- 38.94% |
$913K - $963K
|
43.9K
$1.77M
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-30KClosed |
$980K - $1.03M
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-30.8K- 9.83% |
$1.01M - $1.06M
|
283K
$11.4M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-33.9K- 8.15% |
$1.11M - $1.17M
|
382K
$15.4M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-34.8K- 12.66% |
$1.13M - $1.2M
|
240K
$9.66M
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-36.4K- 14.3% |
$1.19M - $1.25M
|
218K
$8.78M
|
|
|
Oct 25, 2021
Q3 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-54.4KClosed |
$1.78M - $1.87M
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Hc Advisors, LLC
|
SELL
|
- |
-65.6K- 17.74% |
$2.14M - $2.26M
|
304K
$12.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-66.2K- 13.06% |
$2.16M - $2.28M
|
441K
$17.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-79.3KClosed |
$2.59M - $2.73M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-119KClosed |
$3.88M - $4.09M
|
0
$0
|