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 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-432- 0.28% |
$16.3K - $18.2K
|
155K
$6.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-475- 1.41% |
$17.9K - $20K
|
33.3K
$1.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-480- 2.88% |
$18.1K - $20.2K
|
16.2K
$653K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-494- 0.31% |
$18.6K - $20.8K
|
157K
$6.32M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-496- 6.91% |
$18.7K - $20.9K
|
6.69K
$269K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-510- 1.88% |
$19.2K - $21.5K
|
26.6K
$1.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-563- 0.78% |
$21.2K - $23.7K
|
71.9K
$2.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-565- 1.85% |
$21.3K - $23.8K
|
30K
$1.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-616- 9.15% |
$23.2K - $25.9K
|
6.11K
$246K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-668- 3.47% |
$25.2K - $28.1K
|
18.6K
$749K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-678- 9.01% |
$25.5K - $28.5K
|
6.85K
$276K
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
SELL
|
- |
-757- 7.79% |
$28.5K - $31.8K
|
8.96K
$361K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-762- 1.48% |
$28.7K - $32K
|
50.7K
$2.04M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-775- 10.3% |
$29.2K - $32.6K
|
6.75K
$272K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-777- 93.17% |
$29.3K - $32.7K
|
57
$2.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-797- 1.47% |
$30K - $33.5K
|
53.3K
$2.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-808- 0.15% |
$30.4K - $34K
|
529K
$21.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-825- 10.36% |
$31.1K - $34.7K
|
7.14K
$288K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-879- 2.8% |
$33.1K - $37K
|
30.5K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-915- 1.4% |
$34.5K - $38.5K
|
64.4K
$2.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-943- 9.43% |
$35.5K - $39.7K
|
9.06K
$365K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.04K- 0.93% |
$39.1K - $43.7K
|
110K
$4.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.05K- 3.33% |
$39.4K - $44K
|
30.3K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.06K- 5.08% |
$40.1K - $44.8K
|
19.9K
$802K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.07K- 3.46% |
$40.4K - $45.1K
|
29.9K
$1.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.16K- 15.42% |
$43.7K - $48.8K
|
6.37K
$257K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.22K- 5.89% |
$45.9K - $51.3K
|
19.5K
$786K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.22K- 15.72% |
$46K - $51.4K
|
6.55K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.23K- 1.92% |
$46.4K - $51.8K
|
62.8K
$2.53M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.34K- 1.1% |
$50.4K - $56.3K
|
120K
$4.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.39K- 15.04% |
$52.5K - $58.6K
|
7.87K
$317K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.48K- 9.91% |
$55.6K - $62.1K
|
13.4K
$541K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.48K- 3.79% |
$55.8K - $62.3K
|
37.7K
$1.52M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.49K- 12.18% |
$56.2K - $62.7K
|
10.8K
$433K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.55K- 21.28% |
$58.4K - $65.2K
|
5.74K
$231K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.56K- 2.96% |
$58.6K - $65.5K
|
51.1K
$2.06M
|
|
|
Nov 06, 2024
Q3 2024
|
1776 Wealth LLC
|
SELL
|
- |
-1.59K- 10.41% |
$59.9K - $66.9K
|
13.7K
$552K
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.72K- 13.51% |
$64.6K - $72.1K
|
11K
$443K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.77K- 13.29% |
$66.5K - $74.3K
|
11.5K
$465K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.78K- 3.01% |
$67K - $74.9K
|
57.3K
$2.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.81K- 5.44% |
$68.2K - $76.2K
|
31.5K
$1.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1.9K- 2.93% |
$71.4K - $79.7K
|
62.9K
$2.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.99K- 2.39% |
$74.8K - $83.5K
|
80.9K
$3.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-2.18K- 4.24% |
$82.1K - $91.6K
|
49.2K
$1.98M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-2.64K- 23.63% |
$99.4K - $111K
|
8.53K
$344K
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-2.71K- 7.24% |
$102K - $114K
|
34.7K
$1.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.01K- 13.39% |
$113K - $127K
|
19.5K
$785K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.06K- 1.32% |
$115K - $129K
|
229K
$9.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.07K- 7.94% |
$116K - $129K
|
35.6K
$1.44M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.19K- 1.66% |
$120K - $134K
|
189K
$7.63M
|