Purchases and Sales Made in Q4 2022 in First Tr Morningstar Dividend (FDL)
This table provides information about the institutional ownership of First Tr Morningstar Dividend (FDL) during Q4 2022. 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 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.29M+ 71.35% |
$109M - $125M
|
7.89M
$330M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.02M+ 46.71% |
$100M - $115M
|
9.5M
$397M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.57M+ 73.91% |
$84.9M - $97.7M
|
6.04M
$253M
|
|
|
Feb 13, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
2.45M+ 12824.98% |
$80.9M - $93.2M
|
2.47M
$103M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
1.74M+ 137.93% |
$57.6M - $66.3M
|
3.01M
$126M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.15M+ 29.18% |
$38M - $43.7M
|
5.09M
$213M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.09M+ 120.13% |
$35.9M - $41.4M
|
1.99M
$83.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
942K+ 85.74% |
$31.1M - $35.8M
|
2.04M
$85.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
861K+ 96.31% |
$28.5M - $32.8M
|
1.75M
$73.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Barings LLC
|
BUY
|
- |
729KNew |
$24.1M - $27.7M
|
729K
$30.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
728K+ 31.96% |
$24.1M - $27.7M
|
3.01M
$126M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
728K+ 43.37% |
$24.1M - $27.7M
|
2.41M
$101M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
611K+ 1187.73% |
$20.2M - $23.2M
|
662K
$27.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
514K+ 439.42% |
$17M - $19.6M
|
630K
$26.4M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
502K+ 89.82% |
$16.6M - $19.1M
|
1.06M
$44.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
492K+ 324.4% |
$16.3M - $18.7M
|
643K
$26.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
460K+ 60.28% |
$15.2M - $17.5M
|
1.22M
$51.2M
|
|
|
Aug 28, 2023
Q4 2022
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
439KNew |
$14.5M - $16.7M
|
439K
$18.4M
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
433KNew |
$14.3M - $16.5M
|
433K
$18.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
412K+ 94.32% |
$13.6M - $15.7M
|
849K
$35.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
364KNew |
$12M - $13.9M
|
364K
$15.2M
|
|
|
Jan 10, 2023
Q4 2022
|
Churchill Management Corp
|
BUY
|
- |
352KNew |
$11.6M - $13.4M
|
352K
$14.7M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
318K+ 182.93% |
$10.5M - $12.1M
|
491K
$20.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
311K+ 21.91% |
$10.3M - $11.9M
|
1.73M
$72.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
304K+ 229.77% |
$10.1M - $11.6M
|
437K
$18.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
264K+ 278.22% |
$8.73M - $10.1M
|
359K
$15M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
254K+ 32.97% |
$8.42M - $9.69M
|
1.03M
$43M
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
239KNew |
$7.9M - $9.09M
|
239K
$9.99M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
225K+ 27.12% |
$7.44M - $8.57M
|
1.06M
$44.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
217K+ 946.07% |
$7.17M - $8.26M
|
240K
$10M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
214KNew |
$7.07M - $8.13M
|
214K
$8.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
207K+ 698.67% |
$6.85M - $7.89M
|
237K
$9.91M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
206K+ 410.29% |
$6.81M - $7.84M
|
256K
$10.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
197K+ 34.95% |
$6.51M - $7.5M
|
760K
$31.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
191KNew |
$6.32M - $7.28M
|
191K
$8M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
184K+ 183.37% |
$6.08M - $7M
|
284K
$11.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
184K+ 183.37% |
$6.08M - $7M
|
284K
$11.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
174K+ 119.33% |
$5.77M - $6.64M
|
321K
$13.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
171K+ 64.55% |
$5.66M - $6.51M
|
436K
$18.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
157KNew |
$5.18M - $5.96M
|
157K
$6.55M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
152KNew |
$5.02M - $5.77M
|
152K
$6.35M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
149K+ 293.56% |
$4.94M - $5.69M
|
200K
$8.38M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
148KNew |
$4.88M - $5.62M
|
148K
$6.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
147K+ 8.85% |
$4.86M - $5.59M
|
1.81M
$75.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Alpha Omega Group, Inc.
|
BUY
|
- |
147K+ 1717.43% |
$4.85M - $5.58M
|
155K
$6.49M
|
|
|
Feb 02, 2023
Q4 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
145K+ 4645.9% |
$4.81M - $5.54M
|
149K
$6.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
140K+ 333.96% |
$4.63M - $5.33M
|
182K
$7.61M
|
|
|
Feb 07, 2023
Q4 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
136KNew |
$4.49M - $5.17M
|
136K
$5.69M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
132K+ 12.08% |
$4.38M - $5.04M
|
1.23M
$51.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
119K+ 129.79% |
$3.94M - $4.54M
|
211K
$8.83M
|