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 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
7.26KNew |
$240K - $276K
|
7.26K
$302K
|
|
|
Feb 08, 2023
Q4 2022
|
Manchester Financial Inc
|
BUY
|
- |
7.02K+ 4.4% |
$232K - $267K
|
167K
$6.92M
|
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
6.98KNew |
$231K - $266K
|
6.98K
$290K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
6.96KNew |
$230K - $265K
|
6.96K
$289K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.9KNew |
$228K - $263K
|
6.9K
$287K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.76KNew |
$223K - $257K
|
6.76K
$281K
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
6.75KNew |
$223K - $257K
|
6.75K
$280K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
6.68KNew |
$221K - $254K
|
6.68K
$278K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
6.54KNew |
$216K - $249K
|
6.54K
$272K
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
6.53KNew |
$216K - $248K
|
6.53K
$271K
|
|
|
Jan 24, 2023
Q4 2022
|
Moseley Investment Management Inc
|
BUY
|
- |
6.35KNew |
$210K - $242K
|
6.35K
$264K
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
6.33K+ 7.66% |
$209K - $241K
|
88.9K
$3.69M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
6.32KNew |
$209K - $241K
|
6.32K
$262K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.22KNew |
$206K - $237K
|
6.22K
$258K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.22K+ 301.41% |
$206K - $237K
|
8.28K
$344K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.14K+ 209.03% |
$203K - $234K
|
9.07K
$377K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
6.1KNew |
$202K - $232K
|
6.1K
$253K
|
|
|
Jan 12, 2023
Q4 2022
|
Sterling Investment Management, LLC
|
BUY
|
- |
6.1KNew |
$202K - $232K
|
6.1K
$253K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
6KNew |
$198K - $228K
|
6K
$249K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.98K+ 70.45% |
$198K - $228K
|
14.5K
$601K
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
5.98KNew |
$198K - $228K
|
5.98K
$248K
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
5.9KNew |
$195K - $224K
|
5.9K
$245K
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5.79KNew |
$192K - $221K
|
5.79K
$241K
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
5.7K+ 4.32% |
$188K - $217K
|
138K
$5.71M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.58KNew |
$184K - $212K
|
5.58K
$232K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
5.53KNew |
$183K - $210K
|
5.53K
$230K
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
5.53KNew |
$183K - $210K
|
5.53K
$229K
|
|
|
Jan 17, 2023
Q4 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
5.51KNew |
$182K - $210K
|
5.51K
$229K
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.26K+ 41.67% |
$174K - $200K
|
17.9K
$743K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
5.11K+ 277.01% |
$169K - $194K
|
6.95K
$289K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
4.73K+ 292.1% |
$156K - $180K
|
6.35K
$264K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.73K+ 3.52% |
$156K - $180K
|
139K
$5.78M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.55K+ 55.02% |
$150K - $173K
|
12.8K
$532K
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
4.53KNew |
$150K - $173K
|
4.53K
$188K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.45K+ 14.43% |
$147K - $170K
|
35.3K
$1.47M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
4.33K+ 18.58% |
$143K - $165K
|
27.6K
$1.15M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.23K+ 2.36% |
$140K - $161K
|
183K
$7.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
3.64K+ 43.58% |
$120K - $138K
|
12K
$498K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.56K+ 32.96% |
$118K - $136K
|
14.4K
$597K
|
|
|
Feb 10, 2023
Q4 2022
|
Fortune 45 LLC
|
BUY
|
- |
3.31K+ 1.15% |
$109K - $126K
|
291K
$12.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
3.18KNew |
$105K - $121K
|
3.18K
$132K
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3.1K+ 92.63% |
$103K - $118K
|
6.46K
$268K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.1K+ 31.14% |
$102K - $118K
|
13.1K
$542K
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
2.82K+ 16.81% |
$93.2K - $107K
|
19.6K
$813K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.67K+ 31.61% |
$88.2K - $102K
|
11.1K
$461K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.5KNew |
$82.7K - $95.2K
|
2.5K
$104K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.41K+ 31.38% |
$79.6K - $91.7K
|
10.1K
$419K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.35K+ 19.24% |
$77.5K - $89.3K
|
14.5K
$604K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.26K+ 759.4% |
$74.8K - $86.2K
|
2.56K
$106K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.12K+ 6.38% |
$69.9K - $80.5K
|
35.3K
$1.46M
|