Purchases and Sales Made in Q4 2022 in First Tr Morningstar Dividend (FDL)

FDL Quotes by TradingView

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 03, 2023 Q4 2022
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
21.5K
New
$711K - $818K
21.5K $893K
Feb 08, 2023 Q4 2022
Hc Advisors, LLC

BUY
 -
21.4K
+ 7.7%
$708K - $815K
299K $12.4M
Jan 17, 2023 Q4 2022
Key Client Fiduciary Advisors, LLC

BUY
 -
20.8K
+ 12.89%
$688K - $792K
182K $7.57M
Feb 06, 2023 Q4 2022
Fsb Premier Wealth Management, Inc.

BUY
 -
20.8K
+ 299.35%
$688K - $792K
27.8K $1.15M
Feb 13, 2023 Q4 2022
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
BUY
 -
20.3K
+ 14.87%
$672K - $774K
157K $6.52M
Feb 14, 2023 Q4 2022
Money Concepts Capital Corp

BUY
 -
19.7K
+ 595.22%
$650K - $748K
23K $953K
Jan 26, 2023 Q4 2022
Accel Wealth Management

BUY
 -
18.8K
+ 9668.04%
$620K - $714K
19K $787K
Feb 16, 2023 Q4 2022
Bensler, LLC

Bellevue, WA
BUY
 -
18.5K
+ 31.53%
$613K - $706K
77.4K $3.21M
Jan 27, 2023 Q4 2022
Flynn Zito Capital Management, LLC

BUY
 -
18.3K
New
$607K - $698K
18.3K $762K
Sep 11, 2023 Q4 2022
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
17.5K
New
$579K - $666K
17.5K $727K
Feb 13, 2023 Q4 2022
Snowden Capital Advisors LLC

New York, NY
BUY
 -
16.1K
+ 42.75%
$532K - $613K
53.7K $2.23M
Feb 02, 2023 Q4 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
15.7K
+ 110.17%
$520K - $599K
30K $1.25M
Feb 10, 2023 Q4 2022
Ipsen Advisor Group LLC

Little Rock, AR
BUY
 -
15.4K
New
$511K - $588K
15.4K $642K
Feb 09, 2023 Q4 2022
True Capital Management

San Francisco, CA
BUY
 -
15.4K
New
$509K - $587K
15.4K $640K
Oct 27, 2023 Q4 2022
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
15.2K
New
$504K - $580K
15.2K $633K
Feb 14, 2023 Q4 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
15.1K
New
$500K - $576K
15.1K $628K
Feb 01, 2023 Q4 2022
Private Portfolio Partners LLC

BUY
 -
14.8K
New
$491K - $565K
14.8K $616K
Mar 08, 2023 Q4 2022
Pacific Wealth Management

BUY
 -
14.8K
+ 16.02%
$489K - $563K
107K $4.45M
Feb 13, 2023 Q4 2022
Advisory Services Network, LLC

BUY
 -
14.5K
+ 11.36%
$478K - $550K
142K $5.88M
Feb 14, 2023 Q4 2022
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
13.9K
+ 58.56%
$458K - $528K
37.5K $1.56M
Feb 14, 2023 Q4 2022
Personal Cfo Solutions, LLC

BUY
 -
13.2K
+ 88.08%
$436K - $502K
28.2K $1.17M
Feb 07, 2023 Q4 2022
Main Street Financial Solutions, LLC

BUY
 -
12.8K
New
$424K - $488K
12.8K $532K
Feb 14, 2023 Q4 2022
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
12.6K
New
$415K - $478K
12.6K $521K
Feb 06, 2023 Q4 2022
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
12.2K
New
$404K - $465K
12.2K $507K
Feb 10, 2023 Q4 2022
Leelyn Smith, LLC

Geneva, IL
BUY
 -
12K
+ 7.95%
$397K - $457K
163K $6.77M
Jan 31, 2023 Q4 2022
Sargent Investment Group, LLC

BUY
 -
11.7K
+ 23.64%
$388K - $446K
61.3K $2.55M
Feb 10, 2023 Q4 2022
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
11.6K
+ 27.83%
$385K - $443K
53.4K $2.22M
Feb 07, 2023 Q4 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
11.5K
+ 17.2%
$381K - $439K
78.6K $3.26M
Feb 14, 2023 Q4 2022
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
11.4K
New
$375K - $432K
11.4K $471K
Jan 30, 2023 Q4 2022
High Tower Trust Services, Lta

BUY
 -
11.1K
+ 28.84%
$369K - $424K
49.8K $2.07M
Feb 14, 2023 Q4 2022
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
11K
+ 19.55%
$365K - $420K
67.5K $2.8M
Feb 15, 2023 Q4 2022
Ci Private Wealth, LLC

Miami, FL
BUY
 -
11K
New
$364K - $419K
11K $457K
Feb 09, 2023 Q4 2022
Wealthsource Partners, LLC

BUY
 -
10.5K
New
$348K - $400K
10.5K $436K
Feb 08, 2023 Q4 2022
Ahrens Investment Partners LLC

BUY
 -
10.4K
New
$344K - $396K
10.4K $432K
Feb 02, 2023 Q4 2022
Raymond James Trust N.A.

BUY
 -
10.4K
+ 38.07%
$343K - $394K
37.6K $1.56M
Jan 27, 2023 Q4 2022
Gps Wealth Strategies Group, LLC

BUY
 -
9.78K
+ 1960.52%
$324K - $372K
10.3K $427K
Feb 13, 2023 Q4 2022
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
9.7K
New
$321K - $369K
9.7K $403K
Feb 13, 2023 Q4 2022
Us Bancorp \De\

BUY
 -
9.5K
+ 9.32%
$314K - $362K
111K $4.63M
Feb 09, 2023 Q4 2022
Xml Financial, LLC

BUY
 -
9.4K
+ 83.34%
$311K - $358K
20.7K $859K
May 19, 2023 Q4 2022
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
8.98K
New
$297K - $342K
8.98K $373K
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
8.98K
New
$297K - $342K
8.98K $373K
Feb 07, 2023 Q4 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
8.95K
+ 34.55%
$296K - $341K
34.9K $1.45M
Jan 30, 2023 Q4 2022
Geneos Wealth Management Inc.

BUY
 -
8.8K
+ 5.67%
$291K - $335K
164K $6.81M
Jan 20, 2023 Q4 2022
Davenport & CO LLC

BUY
 -
8.75K
+ 14.76%
$289K - $333K
68K $2.82M
Jan 30, 2023 Q4 2022
Moloney Securities Asset Management, LLC

BUY
 -
8.5K
+ 22.28%
$281K - $323K
46.6K $1.94M
Jan 20, 2023 Q4 2022
Intrua Financial, LLC

Houston, TX
BUY
 -
8.37K
New
$277K - $318K
8.37K $347K
Jan 26, 2023 Q4 2022
Santori & Peters, Inc.

BUY
 -
7.9K
New
$261K - $301K
7.9K $328K
Feb 13, 2023 Q4 2022
Smith, Moore & Co.

Clayton, MO
BUY
 -
7.44K
+ 65.97%
$246K - $283K
18.7K $777K
Feb 03, 2023 Q4 2022
Aveo Capital Partners, LLC

BUY
 -
7.38K
+ 70.02%
$244K - $281K
17.9K $744K

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