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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-568- 5.65% |
$18.2K - $21.5K
|
9.48K
$382K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-615- 5.64% |
$19.8K - $23.2K
|
10.3K
$414K
|
|
|
Oct 12, 2022
Q3 2022
|
Mjp Associates Inc
|
SELL
|
- |
-635- 7.49% |
$20.4K - $24K
|
7.85K
$316K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-706- 5.95% |
$22.7K - $26.7K
|
11.2K
$449K
|
|
|
Oct 14, 2022
Q3 2022
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-759- 8.08% |
$24.4K - $28.7K
|
8.64K
$348K
|
|
|
Nov 03, 2022
Q3 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-846- 8.97% |
$27.2K - $32K
|
8.58K
$346K
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
SELL
|
- |
-849- 1.11% |
$27.3K - $32.1K
|
75.8K
$3.05M
|
|
|
Oct 13, 2022
Q3 2022
|
Old Port Advisors
|
SELL
|
- |
-870- 9.55% |
$28K - $32.9K
|
8.24K
$332K
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-978- 1.61% |
$31.4K - $36.9K
|
59.7K
$2.41M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.04K- 3.53% |
$33.3K - $39.1K
|
28.3K
$1.14M
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.17K- 48.75% |
$37.6K - $44.2K
|
1.23K
$49.5K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.34K- 91.74% |
$43.2K - $50.8K
|
121
$4.87K
|
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.38K- 4.62% |
$44.2K - $52K
|
28.4K
$1.14M
|
|
|
Nov 03, 2022
Q3 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.38K- 0.7% |
$44.2K - $52K
|
196K
$7.9M
|
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
SELL
|
- |
-1.5K- 18.8% |
$48.2K - $56.7K
|
6.48K
$261K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.77K- 49.0% |
$56.9K - $66.9K
|
1.84K
$74.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-2.45K- 2.37% |
$78.8K - $92.6K
|
101K
$4.06M
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.14K- 1.61% |
$101K - $119K
|
192K
$7.72M
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
SELL
|
- |
-3.25K- 23.01% |
$104K - $123K
|
10.9K
$438K
|
|
|
Oct 11, 2022
Q3 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-3.78K- 4.39% |
$122K - $143K
|
82.4K
$3.32M
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-4.16K- 28.31% |
$134K - $157K
|
10.5K
$424K
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-5.54K- 31.17% |
$178K - $209K
|
12.2K
$493K
|
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
SELL
|
- |
-5.78K- 2.44% |
$186K - $219K
|
232K
$9.33M
|
|
|
Nov 10, 2022
Q3 2022
|
Hc Advisors, LLC
|
SELL
|
- |
-5.88K- 2.07% |
$189K - $222K
|
278K
$11.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-6.71K- 2.9% |
$216K - $254K
|
225K
$9.04M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.76K- 4.52% |
$217K - $255K
|
143K
$5.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-6.87K- 84.79% |
$221K - $260K
|
1.23K
$49.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-7.01K- 15.23% |
$225K - $265K
|
39K
$1.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9.9K- 16.14% |
$318K - $374K
|
51.4K
$2.07M
|
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
SELL
|
- |
-10.4K- 60.81% |
$336K - $395K
|
6.73K
$271K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-10.8K- 56.68% |
$347K - $408K
|
8.26K
$333K
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-11.3KClosed |
$362K - $426K
|
0
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-18.2K- 38.03% |
$585K - $688K
|
29.7K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-20.4K- 22.46% |
$654K - $769K
|
70.2K
$2.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-25.6K- 14.18% |
$824K - $969K
|
155K
$6.25M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-34.8K- 62.66% |
$1.12M - $1.32M
|
20.7K
$836K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-34.8K- 62.66% |
$1.12M - $1.32M
|
20.7K
$836K
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-91.9K- 75.65% |
$2.95M - $3.47M
|
29.6K
$1.19M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-232K- 29.17% |
$7.46M - $8.77M
|
563K
$22.7M
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-911K- 84.0% |
$29.3M - $34.4M
|
174K
$6.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.64M- 29.42% |
$52.7M - $62M
|
3.94M
$159M
|