Purchases and Sales Made in Q3 2022 in First Tr Morningstar Dividend (FDL)
This table provides information about the institutional ownership of First Tr Morningstar Dividend (FDL) during Q3 2022. 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 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.26M+ 37.76% |
$40.6M - $47.7M
|
4.61M
$193M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.16M+ 49.94% |
$37.2M - $43.7M
|
3.47M
$145M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.04M+ 19.05% |
$33.3M - $39.1M
|
6.47M
$271M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
725K+ 104.16% |
$23.3M - $27.4M
|
1.42M
$59.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
651K+ 40.0% |
$20.9M - $24.6M
|
2.28M
$95.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
633K+ 454.23% |
$20.3M - $23.9M
|
772K
$32.3M
|
|
|
Oct 27, 2022
Q3 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
599KNew |
$19.2M - $22.6M
|
599K
$25.1M
|
|
|
Oct 20, 2022
Q3 2022
|
Gds Wealth Management
|
BUY
|
- |
408KNew |
$13.1M - $15.4M
|
408K
$17.1M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
354K+ 47.75% |
$11.4M - $13.4M
|
1.1M
$45.9M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
349K+ 26.25% |
$11.2M - $13.2M
|
1.68M
$70.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
317K+ 40.49% |
$10.2M - $12M
|
1.1M
$46M
|
|
|
Nov 10, 2022
Q3 2022
|
Fortune 45 LLC
|
BUY
|
- |
288KNew |
$9.25M - $10.9M
|
288K
$12.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
239K+ 36.56% |
$7.69M - $9.04M
|
894K
$37.4M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
234K+ 44.14% |
$7.51M - $8.83M
|
763K
$31.9M
|
|
|
Oct 28, 2022
Q3 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
214K+ 116.65% |
$6.86M - $8.07M
|
397K
$16.6M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
193K+ 30.29% |
$6.2M - $7.29M
|
830K
$34.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
185K+ 1316.19% |
$5.95M - $6.99M
|
199K
$8.34M
|
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
175K+ 48.53% |
$5.62M - $6.61M
|
536K
$22.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Manchester Financial Inc
|
BUY
|
- |
160KNew |
$5.13M - $6.03M
|
160K
$6.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
146K+ 9.62% |
$4.68M - $5.5M
|
1.66M
$69.5M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
127K+ 92.29% |
$4.09M - $4.8M
|
265K
$11.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
115K+ 583.4% |
$3.69M - $4.34M
|
135K
$5.63M
|
|
|
Oct 13, 2022
Q3 2022
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
114KNew |
$3.67M - $4.31M
|
114K
$4.78M
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
111K+ 886.89% |
$3.56M - $4.19M
|
123K
$5.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
109K+ 58.66% |
$3.49M - $4.11M
|
294K
$12.3M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
107K+ 117.71% |
$3.45M - $4.06M
|
199K
$8.32M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
106K+ 32.91% |
$3.41M - $4.01M
|
429K
$18M
|
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
106K+ 930.45% |
$3.39M - $3.99M
|
117K
$4.89M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
103K+ 212.66% |
$3.31M - $3.89M
|
152K
$6.34M
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
103KNew |
$3.31M - $3.89M
|
103K
$4.31M
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
103K+ 304.98% |
$3.31M - $3.89M
|
137K
$5.72M
|
|
|
Nov 10, 2022
Q3 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
85KNew |
$2.73M - $3.21M
|
85K
$3.56M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
81.5K+ 17.07% |
$2.62M - $3.08M
|
559K
$23.4M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
74.7K+ 370.97% |
$2.4M - $2.82M
|
94.9K
$3.97M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
70.9K+ 47.15% |
$2.28M - $2.68M
|
221K
$9.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
70.5K+ 19.24% |
$2.26M - $2.66M
|
437K
$18.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
69.7K+ 136.87% |
$2.24M - $2.63M
|
121K
$5.05M
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
68.3K+ 61.62% |
$2.2M - $2.58M
|
179K
$7.5M
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
60.3K+ 238.06% |
$1.94M - $2.28M
|
85.7K
$3.58M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
57.7K+ 6.29% |
$1.85M - $2.18M
|
974K
$40.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
57.6K+ 77.06% |
$1.85M - $2.18M
|
132K
$5.54M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
55.4K+ 15.78% |
$1.78M - $2.09M
|
407K
$17M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
54.2K+ 117.98% |
$1.74M - $2.05M
|
100K
$4.19M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
54.2K+ 117.98% |
$1.74M - $2.05M
|
100K
$4.19M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
51.9K+ 133.4% |
$1.67M - $1.96M
|
90.7K
$3.8M
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
50.6KNew |
$1.63M - $1.91M
|
50.6K
$2.12M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
46.5K+ 97.59% |
$1.49M - $1.76M
|
94.2K
$3.94M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
46K+ 3.78% |
$1.48M - $1.74M
|
1.26M
$52.9M
|
|
|
Oct 07, 2022
Q3 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
38.6KNew |
$1.24M - $1.46M
|
38.6K
$1.62M
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
38.6K+ 176.4% |
$1.24M - $1.46M
|
60.5K
$2.53M
|