Purchases and Sales Made in Q3 2024 in First Tr Morningstar Dividend (FDL)
This table provides information about the institutional ownership of First Tr Morningstar Dividend (FDL) during Q3 2024. 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 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.32M+ 4114.52% |
$200M - $224M
|
5.45M
$219M
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
1.63MNew |
$61.4M - $68.6M
|
1.63M
$65.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
567K+ 7.19% |
$21.3M - $23.8M
|
8.45M
$340M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
332KNew |
$12.5M - $14M
|
332K
$13.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
194K+ 8.54% |
$7.31M - $8.16M
|
2.47M
$99.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
BUY
|
- |
116KNew |
$4.37M - $4.88M
|
116K
$4.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
111KNew |
$4.2M - $4.69M
|
111K
$4.48M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
111K+ 668.62% |
$4.16M - $4.65M
|
127K
$5.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
98.9K+ 1.51% |
$3.72M - $4.16M
|
6.64M
$267M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
87KNew |
$3.28M - $3.66M
|
87K
$3.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
84.9KNew |
$3.2M - $3.57M
|
84.9K
$3.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
79.7K+ 1641.63% |
$3M - $3.35M
|
84.6K
$3.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
75.2K+ 381.62% |
$2.83M - $3.16M
|
94.9K
$3.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
74.2K+ 208.99% |
$2.79M - $3.12M
|
110K
$4.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
72K+ 7.62% |
$2.71M - $3.03M
|
1.02M
$40.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
71.8KNew |
$2.7M - $3.02M
|
71.8K
$2.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
61.5K+ 3.83% |
$2.32M - $2.59M
|
1.67M
$66.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
61.5K+ 66.38% |
$2.32M - $2.59M
|
154K
$6.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
60.4K+ 307.7% |
$2.27M - $2.54M
|
80K
$3.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
56.9K+ 52.41% |
$2.14M - $2.39M
|
166K
$6.65M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
53K+ 7.89% |
$1.99M - $2.23M
|
724K
$29.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
52.9K+ 3.65% |
$1.99M - $2.23M
|
1.5M
$60.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
51.8K+ 12.3% |
$1.95M - $2.18M
|
473K
$19M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
47.9K+ 11.12% |
$1.8M - $2.01M
|
478K
$19.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
44.3KNew |
$1.67M - $1.86M
|
44.3K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
43.9K+ 144.94% |
$1.65M - $1.84M
|
74.1K
$2.98M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
40.3KNew |
$1.52M - $1.7M
|
40.3K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
32.3K+ 1.82% |
$1.22M - $1.36M
|
1.81M
$72.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
30.8KNew |
$1.16M - $1.3M
|
30.8K
$1.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
30.4KNew |
$1.14M - $1.28M
|
30.4K
$1.22M
|
|
|
Nov 05, 2024
Q3 2024
|
Hc Advisors, LLC
|
BUY
|
- |
28.2K+ 8.23% |
$1.06M - $1.18M
|
370K
$14.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
28.1KNew |
$1.06M - $1.18M
|
28.1K
$1.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
26.7KNew |
$1M - $1.12M
|
26.7K
$1.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
24.6K+ 103.59% |
$928K - $1.04M
|
48.4K
$1.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Barings LLC
|
BUY
|
- |
24KNew |
$902K - $1.01M
|
24K
$962K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
23.6K+ 2.38% |
$890K - $994K
|
1.02M
$40.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
23.2K+ 241.55% |
$875K - $977K
|
32.9K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.6K+ 1.28% |
$850K - $950K
|
1.78M
$71.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
20.7KNew |
$781K - $873K
|
20.7K
$833K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
20.7KNew |
$781K - $873K
|
20.7K
$833K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20.4K+ 2037.3% |
$767K - $857K
|
21.4K
$859K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
20.3K+ 3.7% |
$764K - $854K
|
570K
$22.9M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
20.2K+ 9.12% |
$761K - $850K
|
242K
$9.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
19.4KNew |
$731K - $816K
|
19.4K
$779K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
18KNew |
$677K - $756K
|
18K
$722K
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
17.5KNew |
$657K - $734K
|
17.5K
$701K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
16.6KNew |
$627K - $700K
|
16.6K
$669K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
16.1K+ 235.05% |
$605K - $675K
|
22.9K
$919K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.3K+ 8.3% |
$537K - $600K
|
186K
$7.48M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
14.2K+ 151.88% |
$534K - $597K
|
23.5K
$945K
|