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
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
7KNew |
$225K - $264K
|
7K
$288K
|
|
|
Nov 23, 2022
Q3 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
6.95KNew |
$223K - $263K
|
6.95K
$286K
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
6.8KNew |
$218K - $257K
|
6.8K
$279K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.28K+ 20.0% |
$202K - $237K
|
37.6K
$1.55M
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.22K+ 97.06% |
$200K - $235K
|
12.6K
$519K
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
6.13KNew |
$197K - $231K
|
6.13K
$252K
|
|
|
Nov 14, 2022
Q3 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
5.95KNew |
$191K - $225K
|
5.95K
$245K
|
|
|
Oct 12, 2022
Q3 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
5.24K+ 1.65% |
$168K - $198K
|
322K
$13.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
5.16K+ 5.33% |
$166K - $195K
|
102K
$4.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.84K+ 15.97% |
$156K - $183K
|
35.2K
$1.45M
|
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
BUY
|
- |
4.82K+ 3.8% |
$155K - $182K
|
132K
$5.42M
|
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
4.68K+ 70.87% |
$150K - $177K
|
11.3K
$464K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4.61KNew |
$148K - $174K
|
4.61K
$190K
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.99K+ 47.06% |
$128K - $151K
|
12.5K
$513K
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
3.76K+ 49.83% |
$121K - $142K
|
11.3K
$465K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
3.62K+ 2.45% |
$116K - $137K
|
151K
$6.21M
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.45K+ 19.75% |
$111K - $130K
|
20.9K
$859K
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3.35KNew |
$108K - $127K
|
3.35K
$138K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.24K+ 33.16% |
$104K - $122K
|
13K
$535K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.16K+ 6.19% |
$101K - $119K
|
54.1K
$2.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.15K+ 5.92% |
$101K - $119K
|
56.4K
$2.32M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
3.12K+ 11.16% |
$100K - $118K
|
31.1K
$1.28M
|
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3.07K+ 0.77% |
$98.5K - $116K
|
399K
$16.4M
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
3.04KNew |
$97.6K - $115K
|
3.04K
$125K
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.01K+ 8.56% |
$96.6K - $114K
|
38.1K
$1.57M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
3K+ 12.39% |
$96.4K - $113K
|
27.2K
$1.12M
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.97K+ 24.74% |
$95.5K - $112K
|
15K
$616K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.62K+ 4.05% |
$84K - $98.8K
|
67.2K
$2.76M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.57K+ 2.94% |
$82.6K - $97.1K
|
89.9K
$3.7M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.56K+ 9.04% |
$82.3K - $96.7K
|
30.9K
$1.27M
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.51K+ 162.77% |
$80.5K - $94.6K
|
4.04K
$166K
|
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.5K+ 22.81% |
$80.5K - $94.6K
|
13.5K
$554K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
2.41K+ 333.06% |
$77.4K - $91K
|
3.13K
$129K
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.28K+ 19.04% |
$73.4K - $86.3K
|
14.3K
$587K
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.26K+ 4.32% |
$72.5K - $85.3K
|
54.4K
$2.24M
|
|
|
Oct 17, 2022
Q3 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
2.18K+ 2.64% |
$69.9K - $82.2K
|
84.6K
$3.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.9K+ 60.39% |
$61.1K - $71.9K
|
5.05K
$208K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
1.86K+ 8.66% |
$59.6K - $70.1K
|
23.3K
$958K
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
1.77K+ 7.31% |
$56.8K - $66.8K
|
26K
$1.07M
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1.62KNew |
$52.1K - $61.2K
|
1.62K
$66.6K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.52K+ 4.54% |
$48.7K - $57.2K
|
34.9K
$1.44M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.37K+ 70.65% |
$43.9K - $51.6K
|
3.3K
$136K
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.36K+ 4.28% |
$43.8K - $51.5K
|
33.2K
$1.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.34K+ 15.83% |
$43.2K - $50.7K
|
9.83K
$404K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
1.3KNew |
$41.6K - $49K
|
1.3K
$53.3K
|
|
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.18K+ 2.72% |
$37.8K - $44.4K
|
44.3K
$1.82M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.15K+ 11.95% |
$37K - $43.6K
|
10.8K
$444K
|
|
|
Oct 12, 2022
Q3 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.09K+ 0.68% |
$35.2K - $41.3K
|
161K
$6.64M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
942+ 84.11% |
$30.3K - $35.6K
|
2.06K
$84.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
836+ 2.04% |
$26.9K - $31.6K
|
41.8K
$1.72M
|