Purchases and Sales Made in Q3 2023 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 2023. 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 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
264
+ 1.9%
$8.81K - $9.49K
14.2K $603K
Nov 06, 2023 Q3 2023
Flynn Zito Capital Management, LLC

BUY
 -
223
+ 1.07%
$7.44K - $8.02K
21K $893K
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
222
New
$7.41K - $7.98K
222 $9.44K
Oct 25, 2023 Q3 2023
Baystate Wealth Management LLC

BUY
 -
161
New
$5.37K - $5.79K
161 $6.84K
Nov 14, 2023 Q3 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
138
+ 0.96%
$4.6K - $4.96K
14.5K $616K
Oct 16, 2023 Q3 2023
Moseley Investment Management Inc

BUY
 -
91
+ 1.23%
$3.04K - $3.27K
7.49K $318K
Oct 17, 2023 Q3 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
70
+ 1.07%
$2.34K - $2.52K
6.59K $280K
Oct 26, 2023 Q3 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
68
+ 33.33%
$2.27K - $2.45K
272 $11.6K
Oct 25, 2023 Q3 2023
Beacon Financial Advisory LLC

BUY
 -
59
+ 0.74%
$1.97K - $2.12K
8.09K $344K
Oct 19, 2023 Q3 2023
Strateg Iq Financial Group, LLC

BUY
 -
52
+ 0.55%
$1.73K - $1.87K
9.44K $401K
Dec 06, 2023 Q3 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
32
+ 1.01%
$1.07K - $1.15K
3.19K $136K
Nov 06, 2023 Q3 2023
Keystone Financial Group

BUY
 -
27
+ 0.17%
$901 - $971
15.5K $659K
Nov 02, 2023 Q3 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
26
+ 1.1%
$867 - $935
2.39K $102K
Oct 12, 2023 Q3 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
21
+ 0.32%
$701 - $755
6.65K $283K
Nov 14, 2023 Q3 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
16
+ 0.49%
$534 - $575
3.28K $139K
Nov 08, 2023 Q3 2023
Aptus Capital Advisors, LLC

BUY
 -
15
+ 0.24%
$500 - $539
6.29K $267K
Dec 06, 2023 Q3 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
14
New
$467 - $503
14 $595
Nov 14, 2023 Q3 2023
Fsb Premier Wealth Management, Inc.

BUY
 -
9
+ 0.03%
$300 - $324
30.6K $1.3M
Nov 08, 2023 Q3 2023
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
8
+ 0.06%
$267 - $288
13.5K $574K
Nov 13, 2023 Q3 2023
Institutional & Family Asset Management, LLC

BUY
 -
8
+ 1.09%
$267 - $288
742 $31.5K
Nov 08, 2023 Q3 2023
Wealth Trust Asset Management, LLC

Destin, FL
BUY
 -
6
+ 0.08%
$200 - $216
7.88K $335K
Nov 13, 2023 Q3 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
3
New
$100 - $108
3 $128
Oct 12, 2023 Q3 2023
Fortress Wealth Group, LLC

Orlando, FL
BUY
 -
2
+ 0.02%
$66.7 - $71.9
10.6K $450K
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

SELL
 -
-2
- 0.4%
$66.7 - $71.9
498 $21.2K
Oct 13, 2023 Q3 2023
Institute For Wealth Management, Llc.

SELL
 -
-19
- 0.28%
$634 - $683
6.67K $284K
Nov 08, 2023 Q3 2023
Spire Wealth Management

SELL
 -
-43
- 0.54%
$1.43K - $1.55K
7.98K $339K
Jul 19, 2024 Q3 2023
Pathway Financial Advisers, LLC

Auburn, IN
SELL
 -
-55
- 14.59%
$1.83K - $1.98K
322 $13.7K
Nov 14, 2023 Q3 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-56
- 0.42%
$1.87K - $2.01K
13.2K $560K
Oct 26, 2023 Q3 2023
Rockland Trust CO

SELL
 -
-61
- 0.81%
$2.03K - $2.19K
7.45K $317K
Oct 18, 2023 Q3 2023
Rda Financial Network

SELL
 -
-65
- 0.82%
$2.17K - $2.34K
7.88K $335K
Oct 31, 2023 Q3 2023
Alpha Mark Advisors, LLC

Ft. Wright, KY
SELL
 -
-75
- 12.0%
$2.5K - $2.7K
550 $23.4K
Oct 05, 2023 Q3 2023
Quad Cities Investment Group, LLC

Davenport, IA
SELL
 -
-82
- 0.13%
$2.74K - $2.95K
61.7K $2.62M
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-97
- 0.84%
$3.24K - $3.49K
11.4K $485K
Nov 03, 2023 Q3 2023
Santori & Peters, Inc.

SELL
 -
-99
- 1.04%
$3.3K - $3.56K
9.41K $400K
Nov 06, 2023 Q3 2023
Cornerstone Wealth Management, LLC

SELL
 -
-130
- 0.38%
$4.34K - $4.67K
34K $1.45M
Oct 06, 2023 Q3 2023
Ballew Advisors, Inc

SELL
 -
-145
- 2.04%
$4.84K - $5.21K
6.95K $295K
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
SELL
 -
-147
- 0.52%
$4.9K - $5.29K
28K $1.19M
Oct 10, 2023 Q3 2023
National Bank Of Canada

SELL
 -
-150
- 5.96%
$5K - $5.39K
2.37K $101K
Oct 31, 2023 Q3 2023
Nwam LLC

Mercer Island, WA
SELL
 -
-165
- 0.69%
$5.5K - $5.93K
23.9K $1.02M
Nov 13, 2023 Q3 2023
National Wealth Management Group, LLC

Cincinnati, OH
SELL
 -
-211
- 3.03%
$7.04K - $7.59K
6.76K $287K
Nov 07, 2023 Q3 2023
Addison Advisors LLC

SELL
 -
-212
- 20.95%
$7.07K - $7.62K
800 $34K
Nov 13, 2023 Q3 2023
Tradition Wealth Management, LLC

SELL
 -
-281
- 16.06%
$9.37K - $10.1K
1.47K $62.4K
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-313
- 1.29%
$10.4K - $11.3K
24K $1.02M
Nov 14, 2023 Q3 2023
Wedbush Securities Inc

SELL
 -
-332
- 1.89%
$11.1K - $11.9K
17.3K $734K
Nov 13, 2023 Q3 2023
Synovus Financial Corp

Columbus, GA
SELL
 -
-380
- 5.52%
$12.7K - $13.7K
6.51K $277K
Oct 13, 2023 Q3 2023
Psi Advisors, LLC

SELL
 -
-431
- 4.07%
$14.4K - $15.5K
10.2K $432K
Nov 13, 2023 Q3 2023
Regal Investment Advisors LLC

Kentwood, MI
SELL
 -
-441
- 2.84%
$14.7K - $15.9K
15.1K $642K
Oct 13, 2023 Q3 2023
Weaver Consulting Group

SELL
 -
-500
- 4.07%
$16.7K - $18K
11.8K $501K
Nov 13, 2023 Q3 2023
True Private Wealth Advisors

SELL
 -
-502
- 0.06%
$16.7K - $18.1K
892K $37.9M

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