Purchases and Sales Made in Q4 2021 in First Tr Morningstar Dividend (FDL)
This table provides information about the institutional ownership of First Tr Morningstar Dividend (FDL) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
151K+ 4.82% |
$4.97M - $5.36M
|
3.28M
$137M
|
|
|
Feb 14, 2022
Q4 2021
|
Hfg Advisors, Inc.
|
BUY
|
- |
149KNew |
$4.89M - $5.28M
|
149K
$6.22M
|
|
|
Mar 01, 2022
Q4 2021
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
131KNew |
$4.31M - $4.65M
|
131K
$5.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
123K+ 27.92% |
$4.05M - $4.37M
|
564K
$23.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
113K+ 6.57% |
$3.71M - $4M
|
1.83M
$76.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
89.4K+ 12.63% |
$2.94M - $3.18M
|
797K
$33.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
50.3KNew |
$1.65M - $1.79M
|
50.3K
$2.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
44.9K+ 5.61% |
$1.48M - $1.6M
|
846K
$35.4M
|
|
|
May 02, 2022
Q4 2021
|
Provence Wealth Management Group
|
BUY
|
- |
44.8KNew |
$1.47M - $1.59M
|
44.8K
$1.88M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
32.4K+ 7.19% |
$1.07M - $1.15M
|
483K
$20.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
29.6KNew |
$974K - $1.05M
|
29.6K
$1.24M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
28.6K+ 13.69% |
$941K - $1.02M
|
237K
$9.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
27.4KNew |
$903K - $975K
|
27.4K
$1.15M
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
27.2K+ 33.31% |
$896K - $968K
|
109K
$4.56M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26.3K+ 3.54% |
$866K - $936K
|
770K
$32.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
25.3KNew |
$832K - $899K
|
25.3K
$1.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
23.3KNew |
$767K - $829K
|
23.3K
$975K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.5K+ 11.42% |
$674K - $728K
|
200K
$8.37M
|
|
|
Jan 31, 2022
Q4 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
15.9K+ 18.45% |
$524K - $567K
|
102K
$4.28M
|
|
|
Jun 08, 2022
Q4 2021
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
15.5KNew |
$511K - $552K
|
15.5K
$649K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.7K+ 5.27% |
$484K - $523K
|
294K
$12.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.3K+ 2.57% |
$439K - $474K
|
533K
$22.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
13.1K+ 5.47% |
$432K - $466K
|
253K
$10.6M
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
12.7K+ 19.12% |
$418K - $452K
|
79.2K
$3.31M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.7K+ 98.88% |
$417K - $451K
|
25.5K
$1.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
11.7KNew |
$386K - $417K
|
11.7K
$491K
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
10.4K+ 5.89% |
$343K - $371K
|
187K
$7.84M
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
BUY
|
- |
10.4K+ 4.58% |
$342K - $369K
|
237K
$9.91M
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
9.43K+ 12.35% |
$310K - $335K
|
85.8K
$3.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.94KNew |
$294K - $318K
|
8.94K
$374K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
8.68KNew |
$286K - $309K
|
8.68K
$363K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.32K+ 13.37% |
$274K - $296K
|
70.6K
$2.95M
|
|
|
Jan 26, 2022
Q4 2021
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
7.92KNew |
$261K - $282K
|
7.92K
$331K
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
7.88KNew |
$259K - $280K
|
7.88K
$330K
|
|
|
Jan 14, 2022
Q4 2021
|
High Tower Trust Services, Lta
|
BUY
|
- |
7.67K+ 30.68% |
$253K - $273K
|
32.7K
$1.37M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.57K+ 2.68% |
$249K - $269K
|
290K
$12.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.51K+ 11.19% |
$247K - $267K
|
74.6K
$3.12M
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
7.44K+ 76.19% |
$245K - $265K
|
17.2K
$720K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.51K+ 21.21% |
$214K - $232K
|
37.2K
$1.56M
|
|
|
Feb 11, 2022
Q4 2021
|
Saxon Interests, Inc.
|
BUY
|
- |
6.4KNew |
$211K - $228K
|
6.4K
$268K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.32K+ 7.48% |
$208K - $225K
|
90.7K
$3.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.27K+ 17.5% |
$206K - $223K
|
42.1K
$1.76M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
5.62KNew |
$185K - $200K
|
5.62K
$235K
|
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
BUY
|
- |
4.82K+ 15.26% |
$158K - $171K
|
36.4K
$1.52M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
4.54K+ 22.99% |
$149K - $161K
|
24.3K
$1.02M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.52K+ 2.31% |
$149K - $161K
|
200K
$8.37M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.01K+ 14.92% |
$132K - $143K
|
30.9K
$1.29M
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4.01KNew |
$132K - $143K
|
4.01K
$168K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.8K+ 10.51% |
$125K - $135K
|
40K
$1.67M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
3.37KNew |
$111K - $120K
|
3.37K
$141K
|