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 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3.22KNew |
$106K - $114K
|
3.22K
$135K
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
3.08K+ 11.22% |
$101K - $110K
|
30.6K
$1.28M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.13K+ 6.43% |
$70.1K - $75.7K
|
35.3K
$1.48M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
2.08KNew |
$68.4K - $73.9K
|
2.08K
$87K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.03K+ 28.35% |
$66.9K - $72.3K
|
9.2K
$385K
|
|
|
Feb 02, 2022
Q4 2021
|
Hc Advisors, LLC
|
BUY
|
- |
1.97K+ 0.65% |
$64.8K - $70.1K
|
306K
$12.8M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
1.79K+ 6.82% |
$58.9K - $63.7K
|
28K
$1.17M
|
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.55K+ 0.41% |
$51.1K - $55.3K
|
382K
$16M
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.34K+ 27.73% |
$43.9K - $47.5K
|
6.15K
$257K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
1.19K+ 4.9% |
$39.1K - $42.2K
|
25.4K
$1.06M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.07K+ 39.34% |
$35.1K - $37.9K
|
3.78K
$158K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.05KNew |
$34.6K - $37.3K
|
1.05K
$43.9K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1KNew |
$32.9K - $35.6K
|
1K
$41.9K
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
931+ 8.51% |
$30.6K - $33.1K
|
11.9K
$497K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
887New |
$29.2K - $31.5K
|
887
$37.1K
|
|
|
Feb 23, 2022
Q4 2021
|
Dividend Assets Capital, LLC
|
BUY
|
- |
700New |
$23K - $24.9K
|
700
$29.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
687+ 3.36% |
$22.6K - $24.4K
|
21.1K
$884K
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
605+ 8.53% |
$19.9K - $21.5K
|
7.7K
$322K
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
550New |
$18.1K - $19.6K
|
550
$23K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
532New |
$17.5K - $18.9K
|
532
$22.3K
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
450New |
$14.8K - $16K
|
450
$18.8K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
411+ 2.1% |
$13.5K - $14.6K
|
19.9K
$835K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
400+ 1.58% |
$13.2K - $14.2K
|
25.8K
$1.08M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
397+ 1.21% |
$13.1K - $14.1K
|
33.3K
$1.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
382+ 3.55% |
$12.6K - $13.6K
|
11.1K
$466K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
346+ 0.39% |
$11.4K - $12.3K
|
88.1K
$3.69M
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
BUY
|
- |
330+ 2.28% |
$10.9K - $11.7K
|
14.8K
$619K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
269+ 0.41% |
$8.85K - $9.57K
|
65.9K
$2.76M
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
225+ 1.05% |
$7.4K - $8K
|
21.6K
$904K
|
|
|
Feb 14, 2022
Q4 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
218+ 0.37% |
$7.17K - $7.75K
|
59.5K
$2.49M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
205New |
$6.75K - $7.29K
|
205
$8.58K
|
|
|
Feb 14, 2022
Q4 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
192+ 0.74% |
$6.32K - $6.83K
|
26K
$1.09M
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
189New |
$6.22K - $6.72K
|
189
$7.91K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
132+ 0.06% |
$4.34K - $4.69K
|
233K
$9.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
110+ 0.05% |
$3.62K - $3.91K
|
217K
$9.1M
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
73+ 0.8% |
$2.4K - $2.6K
|
9.23K
$386K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
67+ 0.99% |
$2.2K - $2.38K
|
6.87K
$287K
|
|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
BUY
|
- |
61+ 0.47% |
$2.01K - $2.17K
|
13.2K
$551K
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
61+ 0.8% |
$2.01K - $2.17K
|
7.72K
$323K
|
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
59+ 0.3% |
$1.94K - $2.1K
|
19.7K
$823K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
56+ 0.48% |
$1.84K - $1.99K
|
11.7K
$489K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
53+ 0.32% |
$1.74K - $1.88K
|
16.6K
$695K
|
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
26+ 0.11% |
$856 - $925
|
23.9K
$1M
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
23+ 0.33% |
$757 - $818
|
6.92K
$289K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
13+ 0.08% |
$428 - $462
|
16.3K
$683K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
12+ 0.17% |
$395 - $427
|
7.27K
$304K
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
11+ 1.12% |
$362 - $391
|
995
$41.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7+ 0.92% |
$230 - $249
|
767
$32.1K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6+ 0.03% |
$197 - $213
|
17.9K
$751K
|
|
|
May 27, 2022
Q4 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
3+ 0.03% |
$98.7 - $107
|
9.42K
$394K
|