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
|
Psi Advisors, LLC
|
BUY
|
- |
2.08K+ 1.69% |
$68.8K - $79.1K
|
125K
$5.03M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.04KNew |
$67.3K - $77.5K
|
2.04K
$81.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.92K+ 12.01% |
$63.5K - $73.1K
|
17.9K
$717K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
1.79K+ 14.59% |
$59.1K - $68K
|
14K
$562K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.55KNew |
$51.1K - $58.9K
|
1.55K
$61.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.45K+ 1.71% |
$48K - $55.2K
|
86.4K
$3.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.29K+ 13.09% |
$42.5K - $49K
|
11.1K
$445K
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
BUY
|
- |
1.1KNew |
$36.4K - $41.9K
|
1.1K
$44.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
972New |
$32.1K - $37K
|
972
$38.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
908+ 1.05% |
$30K - $34.6K
|
87.8K
$3.52M
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
896+ 2.02% |
$29.6K - $34.1K
|
45.2K
$1.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
727+ 100.0% |
$24K - $27.7K
|
1.45K
$58.2K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
676+ 1.26% |
$22.4K - $25.7K
|
54.3K
$2.17M
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
650+ 0.86% |
$21.5K - $24.7K
|
76.4K
$3.06M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
641+ 52.11% |
$21.2K - $24.4K
|
1.87K
$75K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
603+ 16.06% |
$19.9K - $23K
|
4.36K
$175K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
600New |
$19.8K - $22.8K
|
600
$24K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
578New |
$19.1K - $22K
|
578
$23.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
500New |
$16.5K - $19K
|
500
$20K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
500New |
$16.5K - $19K
|
500
$20K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
492+ 0.73% |
$16.3K - $18.7K
|
67.7K
$2.71M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
445+ 0.49% |
$14.7K - $16.9K
|
91.2K
$3.65M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
372+ 37.61% |
$12.3K - $14.2K
|
1.36K
$54.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
371+ 2.85% |
$12.3K - $14.1K
|
13.4K
$536K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
350New |
$11.6K - $13.3K
|
350
$14K
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
320+ 1.13% |
$10.6K - $12.2K
|
28.7K
$1.15M
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
319+ 7.89% |
$10.5K - $12.1K
|
4.36K
$175K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
260New |
$8.6K - $9.9K
|
260
$10.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
250New |
$8.27K - $9.52K
|
250
$10K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
236+ 3.01% |
$7.8K - $8.98K
|
8.08K
$324K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
200+ 66.45% |
$6.61K - $7.61K
|
501
$20.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
167New |
$5.52K - $6.36K
|
167
$6.69K
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
166+ 0.37% |
$5.49K - $6.32K
|
45.1K
$1.81M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
120+ 1.31% |
$3.97K - $4.57K
|
9.28K
$372K
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
111+ 1.41% |
$3.67K - $4.23K
|
8K
$320K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
100New |
$3.31K - $3.81K
|
100
$4.01K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
95+ 0.84% |
$3.14K - $3.62K
|
11.4K
$456K
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
94+ 0.42% |
$3.11K - $3.58K
|
22.4K
$897K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
68+ 1.08% |
$2.25K - $2.59K
|
6.38K
$256K
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
56+ 0.71% |
$1.85K - $2.13K
|
7.91K
$317K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
56New |
$1.85K - $2.13K
|
56
$2.24K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
52+ 16.15% |
$1.72K - $1.98K
|
374
$15K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
51New |
$1.69K - $1.94K
|
51
$2.04K
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
50+ 0.21% |
$1.65K - $1.9K
|
24.1K
$966K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
36+ 58.06% |
$1.19K - $1.37K
|
98
$3.93K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
24New |
$794 - $914
|
24
$961
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
24+ 1.05% |
$794 - $914
|
2.31K
$92.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
15+ 0.47% |
$496 - $571
|
3.23K
$129K
|
|
|
Jan 17, 2023
Q4 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
12+ 0.0% |
$397 - $457
|
322K
$12.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
12+ 0.05% |
$397 - $457
|
24.3K
$973K
|