Purchases and Sales Made in Q3 2022 in First Tr Morningstar Dividend (FDL)

FDL Quotes by TradingView

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
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
34.1K
+ 29.6%
$1.1M - $1.29M
149K $6.01M
Nov 10, 2022 Q3 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
33.3K
+ 20652.8%
$1.07M - $1.26M
33.4K $1.35M
Nov 14, 2022 Q3 2022
Belpointe Asset Management LLC

BUY
 -
26.2K
New
$842K - $991K
26.2K $1.06M
Nov 14, 2022 Q3 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
26.1K
New
$838K - $985K
26.1K $1.05M
Jan 25, 2023 Q3 2022
Icon Wealth Advisors, LLC

Houston, TX
BUY
 -
24.1K
New
$773K - $909K
24.1K $969K
Nov 10, 2022 Q3 2022
Citigroup Inc

BUY
 -
24K
+ 4756.94%
$770K - $906K
24.5K $986K
Oct 24, 2022 Q3 2022
Stratos Wealth Partners, Ltd.

BUY
 -
22.1K
+ 77.92%
$711K - $836K
50.5K $2.04M
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
21.9K
New
$705K - $829K
21.9K $883K
Oct 12, 2022 Q3 2022
Sns Financial Group, LLC

BUY
 -
21.2K
+ 10.0%
$682K - $802K
233K $9.4M
Nov 14, 2022 Q3 2022
Hrt Financial LP

New York, NY
BUY
 -
19.3K
New
$621K - $730K
19.3K $779K
Oct 11, 2022 Q3 2022
Davenport & CO LLC

BUY
 -
18.5K
+ 45.25%
$593K - $697K
59.2K $2.39M
Nov 14, 2022 Q3 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
17.5K
+ 23.91%
$562K - $661K
90.7K $3.65M
Oct 25, 2022 Q3 2022
Diversified, LLC

BUY
 -
16.8K
New
$538K - $633K
16.8K $675K
Nov 03, 2022 Q3 2022
Tru Independence LLC

BUY
 -
15.9K
+ 227.36%
$512K - $602K
22.9K $924K
Nov 03, 2022 Q3 2022
Creative Planning

Overland Park, KS
BUY
 -
15.6K
+ 59.98%
$502K - $591K
41.7K $1.68M
Dec 13, 2023 Q3 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
15.3K
+ 73.16%
$492K - $579K
36.3K $1.46M
Nov 08, 2022 Q3 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
15.3K
+ 73.16%
$492K - $579K
36.3K $1.46M
Nov 14, 2022 Q3 2022
First Trust Advisors LP

Wheaton, IL
BUY
 -
15.3K
+ 10.94%
$491K - $577K
155K $6.24M
Oct 14, 2022 Q3 2022
Cornerstone Wealth Management, LLC

BUY
 -
14K
New
$450K - $529K
14K $564K
Oct 31, 2022 Q3 2022
J.W. Cole Advisors, Inc.

BUY
 -
13.8K
+ 34.77%
$444K - $523K
53.6K $2.16M
Oct 24, 2022 Q3 2022
Main Street Financial Solutions, LLC

BUY
 -
13.7K
New
$442K - $519K
13.7K $553K
Nov 14, 2022 Q3 2022
Integrated Wealth Concepts LLC

BUY
 -
13.6K
+ 85.01%
$438K - $515K
29.7K $1.19M
Nov 02, 2022 Q3 2022
Stephens Inc

BUY
 -
13.3K
+ 2.75%
$428K - $503K
498K $20.1M
Nov 14, 2022 Q3 2022
Advisory Services Network, LLC

BUY
 -
13K
+ 11.37%
$417K - $491K
127K $5.12M
Nov 10, 2022 Q3 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
12.3K
+ 9.18%
$395K - $464K
146K $5.89M
Nov 15, 2022 Q3 2022
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
12.2K
New
$391K - $460K
12.2K $490K
Nov 14, 2022 Q3 2022
Claraphi Advisory Network, LLC

BUY
 -
12.1K
+ 171.48%
$387K - $455K
19.1K $769K
Feb 16, 2023 Q3 2022
Bensler, LLC

Bellevue, WA
BUY
 -
12K
+ 25.68%
$386K - $454K
58.8K $2.37M
Nov 14, 2022 Q3 2022
First Manhattan CO

New York, NY
BUY
 -
12K
New
$386K - $453K
12K $483K
Oct 28, 2022 Q3 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
11.1K
+ 75.1%
$357K - $420K
25.9K $1.04M
Nov 04, 2022 Q3 2022
V Wealth Advisors LLC

BUY
 -
11K
New
$353K - $416K
11K $443K
Nov 14, 2022 Q3 2022
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
10.8K
+ 83.81%
$347K - $408K
23.7K $953K
Nov 03, 2022 Q3 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
10.7K
+ 26.51%
$343K - $403K
50.9K $2.05M
Nov 14, 2022 Q3 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
10.6K
+ 18.73%
$340K - $399K
67K $2.7M
Nov 07, 2022 Q3 2022
D.A. Davidson & Co.

BUY
 -
9.86K
+ 7.27%
$317K - $373K
146K $5.86M
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

BUY
 -
9.17K
+ 7.19%
$295K - $346K
137K $5.5M
Nov 14, 2022 Q3 2022
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
8.99K
+ 31.85%
$289K - $340K
37.2K $1.5M
Nov 07, 2022 Q3 2022
Cozad Asset Management Inc

Champaign, IL
BUY
 -
8.59K
+ 5.95%
$276K - $324K
153K $6.16M
Oct 20, 2022 Q3 2022
First Heartland Consultants, Inc.

BUY
 -
8.49K
New
$273K - $321K
8.49K $342K
Nov 14, 2022 Q3 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
8.46K
+ 0.94%
$272K - $320K
904K $36.4M
Nov 07, 2022 Q3 2022
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
8.44K
New
$271K - $319K
8.44K $340K
Oct 11, 2022 Q3 2022
Ford Financial Group, LLC

BUY
 -
8.34K
New
$268K - $315K
8.34K $336K
Dec 05, 2022 Q3 2022
Centaurus Financial, Inc.

BUY
 -
8.18K
+ 45.87%
$263K - $309K
26K $1.05M
Nov 10, 2022 Q3 2022
Bank Of Nova Scotia

BUY
 -
8.09K
+ 30.91%
$260K - $305K
34.2K $1.38M
Oct 18, 2022 Q3 2022
Lion Street Advisors, LLC

BUY
 -
8.04K
New
$258K - $304K
8.04K $324K
Nov 03, 2022 Q3 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
7.85K
New
$252K - $296K
7.85K $316K
Oct 26, 2022 Q3 2022
Sightline Wealth Advisors, LLC

BUY
 -
7.59K
+ 43.48%
$244K - $287K
25K $1.01M
Nov 10, 2022 Q3 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
7.16K
+ 2.28%
$230K - $271K
321K $12.9M
Oct 31, 2022 Q3 2022
1900 Wealth Management LLC

BUY
 -
7.09K
+ 9.38%
$228K - $268K
82.6K $3.33M

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