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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
115K+ 228.38% |
$3.82M - $4.39M
|
166K
$6.89M
|
|
|
Apr 14, 2023
Q4 2022
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
113KNew |
$3.75M - $4.32M
|
113K
$4.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
113K+ 79.61% |
$3.75M - $4.32M
|
256K
$10.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
109K+ 180.17% |
$3.6M - $4.15M
|
169K
$7.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
97.3K+ 9.99% |
$3.22M - $3.71M
|
1.07M
$44.5M
|
|
|
Jan 26, 2023
Q4 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
94.8KNew |
$3.14M - $3.61M
|
94.8K
$3.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
94.3K+ 32.09% |
$3.12M - $3.59M
|
388K
$16.1M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
82.5K+ 162.91% |
$2.73M - $3.14M
|
133K
$5.53M
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
81.9K+ 52.88% |
$2.71M - $3.12M
|
237K
$9.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
79KNew |
$2.61M - $3.01M
|
79K
$3.28M
|
|
|
Mar 03, 2023
Q4 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
75.5KNew |
$2.5M - $2.87M
|
75.5K
$3.13M
|
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
75.3KNew |
$2.49M - $2.87M
|
75.3K
$3.13M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
74.5K+ 14.95% |
$2.46M - $2.83M
|
572K
$23.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
BUY
|
- |
74.4K+ 32.11% |
$2.46M - $2.83M
|
306K
$12.7M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
67.7K+ 75.34% |
$2.24M - $2.58M
|
158K
$6.55M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
67K+ 323.03% |
$2.22M - $2.55M
|
87.8K
$3.65M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
59.9K+ 244.5% |
$1.98M - $2.28M
|
84.3K
$3.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
55.1KNew |
$1.82M - $2.1M
|
55.1K
$2.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
51.4K+ 56.73% |
$1.7M - $1.96M
|
142K
$5.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
51KNew |
$1.69M - $1.94M
|
51K
$2.12M
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
49.3K+ 750.89% |
$1.63M - $1.88M
|
55.9K
$2.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
49.2KNew |
$1.63M - $1.87M
|
49.2K
$2.04M
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
46.6K+ 8.7% |
$1.54M - $1.78M
|
582K
$24.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
46.3K+ 30.28% |
$1.53M - $1.76M
|
199K
$8.28M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
45.4K+ 173.27% |
$1.5M - $1.73M
|
71.7K
$2.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
45.4KNew |
$1.5M - $1.73M
|
45.4K
$1.89M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
45.2K+ 415.33% |
$1.49M - $1.72M
|
56K
$2.33M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
43.7KNew |
$1.45M - $1.66M
|
43.7K
$1.82M
|
|
|
Jan 17, 2023
Q4 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
37.4K+ 44.25% |
$1.24M - $1.42M
|
122K
$5.07M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
37.3K+ 100.24% |
$1.23M - $1.42M
|
74.5K
$3.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
36.9KNew |
$1.22M - $1.41M
|
36.9K
$1.53M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
35.5K+ 16.09% |
$1.17M - $1.35M
|
256K
$10.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
33.6K+ 8.26% |
$1.11M - $1.28M
|
440K
$18.3M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
33.4K+ 92.02% |
$1.1M - $1.27M
|
69.6K
$2.89M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
33.4K+ 92.02% |
$1.1M - $1.27M
|
69.6K
$2.89M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
33.1K+ 35.14% |
$1.09M - $1.26M
|
127K
$5.29M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
31.9KNew |
$1.06M - $1.22M
|
31.9K
$1.33M
|
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
BUY
|
- |
31.5KNew |
$1.04M - $1.2M
|
31.5K
$1.31M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
31K+ 21.32% |
$1.03M - $1.18M
|
177K
$7.33M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
31KNew |
$1.03M - $1.18M
|
31K
$1.29M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
29.5KNew |
$975K - $1.12M
|
29.5K
$1.22M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
28.1K+ 108.39% |
$931K - $1.07M
|
54.1K
$2.25M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
27.9KNew |
$923K - $1.06M
|
27.9K
$1.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
27.4K+ 12.38% |
$906K - $1.04M
|
249K
$10.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
26.6KNew |
$880K - $1.01M
|
26.6K
$1.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
25K+ 71.06% |
$826K - $951K
|
60.2K
$2.5M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
24.5K+ 12.32% |
$810K - $932K
|
223K
$9.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
24.1KNew |
$797K - $917K
|
24.1K
$1M
|
|
|
Jan 17, 2023
Q4 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
22.2K+ 5.6% |
$735K - $846K
|
419K
$17.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
22.2KNew |
$735K - $846K
|
22.2K
$923K
|