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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
SELL
|
- |
-3.28K- 4.69% |
$124K - $138K
|
66.7K
$2.69M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.44K- 4.99% |
$129K - $144K
|
65.4K
$2.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-3.47K- 1.91% |
$131K - $146K
|
178K
$7.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.14K- 11.16% |
$156K - $174K
|
33K
$1.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-4.23K- 2.84% |
$159K - $178K
|
145K
$5.84M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-5K- 4.29% |
$188K - $210K
|
112K
$4.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-5.03K- 50.26% |
$189K - $211K
|
4.97K
$200K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.17K- 48.14% |
$195K - $217K
|
5.57K
$224K
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-5.2K- 40.76% |
$196K - $219K
|
7.55K
$304K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-5.3K- 11.92% |
$200K - $223K
|
39.2K
$1.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-5.61K- 48.39% |
$211K - $236K
|
5.99K
$241K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.64K- 15.68% |
$212K - $237K
|
30.3K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.03K- 1.38% |
$227K - $254K
|
431K
$17.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.13K- 2.26% |
$231K - $258K
|
265K
$10.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.3K- 8.22% |
$275K - $307K
|
81.5K
$3.29M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.81K- 9.25% |
$294K - $328K
|
76.6K
$3.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.01K- 8.72% |
$301K - $337K
|
83.8K
$3.38M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-8.25K- 38.15% |
$311K - $347K
|
13.4K
$539K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-8.56K- 53.96% |
$323K - $360K
|
7.31K
$294K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-8.57K- 8.54% |
$323K - $360K
|
91.7K
$3.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-8.72K- 28.87% |
$328K - $367K
|
21.5K
$866K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-8.92K- 4.88% |
$336K - $375K
|
174K
$7.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-8.93K- 1.04% |
$336K - $376K
|
849K
$34.2M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-9.02K- 55.37% |
$340K - $379K
|
7.27K
$293K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-10.6K- 11.02% |
$397K - $444K
|
85.2K
$3.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.7K- 1.01% |
$404K - $451K
|
1.05M
$42.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-11.5K- 8.43% |
$432K - $482K
|
124K
$5.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-11.8K- 16.15% |
$443K - $494K
|
61K
$2.46M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12.5K- 10.08% |
$472K - $527K
|
112K
$4.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-12.7K- 55.69% |
$479K - $535K
|
10.1K
$408K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-13.1K- 0.75% |
$493K - $551K
|
1.73M
$69.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-15.1K- 8.1% |
$567K - $634K
|
171K
$6.89M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-15.5K- 3.0% |
$583K - $651K
|
501K
$20.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-15.7K- 66.85% |
$592K - $662K
|
7.8K
$314K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-15.8K- 30.3% |
$597K - $666K
|
36.4K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16.8K- 86.88% |
$631K - $705K
|
2.53K
$102K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-30.2K- 1.75% |
$1.14M - $1.27M
|
1.7M
$68.6M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-31.6K- 36.47% |
$1.19M - $1.33M
|
55K
$2.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-33.1K- 99.58% |
$1.25M - $1.39M
|
140
$5.64K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-34K- 65.32% |
$1.28M - $1.43M
|
18K
$727K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-35.1K- 2.7% |
$1.32M - $1.48M
|
1.26M
$50.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-46K- 5.11% |
$1.73M - $1.94M
|
854K
$34.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-60.4K- 75.47% |
$2.27M - $2.54M
|
19.6K
$791K
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-66.2K- 6.36% |
$2.49M - $2.79M
|
975K
$39.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-72.3K- 34.27% |
$2.72M - $3.04M
|
139K
$5.59M
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-77.5K- 46.02% |
$2.92M - $3.26M
|
90.9K
$3.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-79.5K- 66.13% |
$2.99M - $3.34M
|
40.7K
$1.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-87K- 25.27% |
$3.28M - $3.66M
|
257K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-89.7K- 89.96% |
$3.38M - $3.77M
|
10K
$403K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-121K- 50.59% |
$4.55M - $5.08M
|
118K
$4.75M
|