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
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
802+ 3.73% |
$25.8K - $30.3K
|
22.3K
$933K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
801+ 7.01% |
$25.7K - $30.3K
|
12.2K
$512K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
779+ 36.11% |
$25K - $29.4K
|
2.94K
$123K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
727New |
$23.4K - $27.5K
|
727
$30.4K
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
711New |
$22.8K - $26.9K
|
711
$29.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
651+ 2.92% |
$20.9K - $24.6K
|
22.9K
$959K
|
|
|
Oct 26, 2022
Q3 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
574+ 1.17% |
$18.4K - $21.7K
|
49.6K
$2.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
500+ 4.64% |
$16.1K - $18.9K
|
11.3K
$472K
|
|
|
Nov 02, 2022
Q3 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
465+ 3.0% |
$14.9K - $17.6K
|
16K
$669K
|
|
|
Nov 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
454+ 1.73% |
$14.6K - $17.2K
|
26.7K
$1.12M
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
301New |
$9.67K - $11.4K
|
301
$12.6K
|
|
|
Oct 21, 2022
Q3 2022
|
Provence Wealth Management Group
|
BUY
|
- |
300+ 0.64% |
$9.64K - $11.3K
|
47.1K
$1.97M
|
|
|
Oct 13, 2023
Q3 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
300New |
$9.64K - $11.3K
|
300
$12.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
272+ 0.41% |
$8.74K - $10.3K
|
66.6K
$2.79M
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
268+ 10.16% |
$8.61K - $10.1K
|
2.91K
$122K
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
267+ 0.31% |
$8.58K - $10.1K
|
86.9K
$3.64M
|
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
250+ 41.67% |
$8.03K - $9.45K
|
850
$35.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
207+ 26.47% |
$6.65K - $7.82K
|
989
$41.4K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
205+ 5.78% |
$6.59K - $7.74K
|
3.75K
$157K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
200+ 1.68% |
$6.43K - $7.56K
|
12.1K
$505K
|
|
|
Nov 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
150+ 0.33% |
$4.82K - $5.67K
|
45K
$1.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
129New |
$4.14K - $4.87K
|
129
$5.4K
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
115+ 1.39% |
$3.69K - $4.34K
|
8.4K
$352K
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
100+ 0.66% |
$3.21K - $3.78K
|
15.3K
$641K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
96+ 47.52% |
$3.08K - $3.63K
|
298
$12.5K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
77+ 1.23% |
$2.47K - $2.91K
|
6.31K
$264K
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
63+ 0.81% |
$2.02K - $2.38K
|
7.85K
$329K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
62New |
$1.99K - $2.34K
|
62
$2.59K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
28+ 1.24% |
$900 - $1.06K
|
2.29K
$95.8K
|
|
|
Nov 14, 2022
Q3 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
16+ 0.09% |
$514 - $604
|
17.9K
$749K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
7+ 0.18% |
$225 - $264
|
3.99K
$167K
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
7+ 0.09% |
$225 - $264
|
7.67K
$321K
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5+ 0.04% |
$161 - $189
|
12.2K
$510K
|
|
|
Nov 14, 2022
Q3 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
3+ 0.03% |
$96.4 - $113
|
11.8K
$495K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
2+ 1.04% |
$64.3 - $75.6
|
194
$8.12K
|
|
|
Oct 27, 2022
Q3 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1- 0.01% |
$32.1 - $37.8
|
11.4K
$478K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-36- 0.09% |
$1.16K - $1.36K
|
41.9K
$1.75M
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-44- 8.1% |
$1.41K - $1.66K
|
499
$20.9K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-109- 1.08% |
$3.5K - $4.12K
|
9.95K
$417K
|
|
|
Oct 12, 2022
Q3 2022
|
Pacific Wealth Management
|
SELL
|
- |
-149- 0.16% |
$4.79K - $5.63K
|
92.3K
$3.86M
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-155- 0.91% |
$4.98K - $5.86K
|
17K
$710K
|
|
|
Nov 10, 2022
Q3 2022
|
United Bank
|
SELL
|
- |
-179- 1.24% |
$5.75K - $6.76K
|
14.2K
$595K
|
|
|
Nov 01, 2022
Q3 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-180- 1.65% |
$5.78K - $6.8K
|
10.7K
$449K
|
|
|
Nov 17, 2023
Q3 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-196- 2.9% |
$6.3K - $7.4K
|
6.57K
$275K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-232- 3.99% |
$7.45K - $8.76K
|
5.58K
$233K
|
|
|
Oct 24, 2022
Q3 2022
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-263- 0.11% |
$8.45K - $9.94K
|
244K
$10.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-263- 0.97% |
$8.45K - $9.94K
|
26.8K
$1.12M
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-325Closed |
$10.4K - $12.3K
|
0
$0
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
SELL
|
- |
-488- 3.94% |
$15.7K - $18.4K
|
11.9K
$498K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-528- 2.13% |
$17K - $19.9K
|
24.3K
$1.02M
|