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
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.34K- 2.96% |
$110K - $119K
|
109K
$4.41M
|
|
|
Feb 11, 2022
Q4 2021
|
Sargent Investment Group, LLC
|
SELL
|
- |
-3.37K- 9.55% |
$111K - $120K
|
31.9K
$1.28M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-3.4K- 18.89% |
$112K - $121K
|
14.6K
$588K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.44K- 10.32% |
$113K - $122K
|
29.9K
$1.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-3.53K- 1.65% |
$116K - $125K
|
210K
$8.47M
|
|
|
Jan 12, 2022
Q4 2021
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-3.68K- 5.88% |
$121K - $131K
|
58.9K
$2.37M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.69K- 3.96% |
$121K - $131K
|
89.3K
$3.6M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.73K- 12.71% |
$123K - $133K
|
25.6K
$1.03M
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5K- 11.14% |
$165K - $178K
|
39.9K
$1.61M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-5.26K- 43.34% |
$173K - $187K
|
6.87K
$277K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.2KClosed |
$204K - $220K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6.55KClosed |
$215K - $233K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.57KClosed |
$216K - $234K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.65K- 5.28% |
$219K - $236K
|
119K
$4.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-6.67K- 19.58% |
$219K - $237K
|
27.4K
$1.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-7.3KClosed |
$240K - $260K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7.31K- 3.35% |
$241K - $260K
|
211K
$8.48M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-7.72K- 6.68% |
$254K - $275K
|
108K
$4.34M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.3K- 14.72% |
$273K - $295K
|
48.1K
$1.94M
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-8.31K- 91.04% |
$273K - $296K
|
818
$32.9K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-8.39K- 32.68% |
$276K - $298K
|
17.3K
$696K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.76K- 98.49% |
$288K - $312K
|
134
$5.4K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-9.24K- 1.88% |
$304K - $329K
|
482K
$19.4M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-10.2K- 46.6% |
$336K - $363K
|
11.7K
$472K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.3K- 9.54% |
$372K - $402K
|
107K
$4.32M
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.1KClosed |
$431K - $466K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-13.5K- 15.52% |
$445K - $481K
|
73.6K
$2.96M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15.4K- 5.19% |
$506K - $546K
|
281K
$11.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-37.3KClosed |
$1.23M - $1.33M
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-39.6KClosed |
$1.3M - $1.41M
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-39.7KClosed |
$1.31M - $1.41M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-40.7K- 9.28% |
$1.34M - $1.45M
|
398K
$16M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-72.7K- 14.12% |
$2.39M - $2.58M
|
442K
$17.8M
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-85.8KClosed |
$2.82M - $3.05M
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-90.3K- 90.6% |
$2.97M - $3.21M
|
9.36K
$377K
|