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 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-10.2K- 26.13% |
$337K - $388K
|
28.8K
$1.21M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-11.3KClosed |
$373K - $429K
|
0
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-12.9K- 10.66% |
$425K - $490K
|
108K
$4.51M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13.9K- 33.29% |
$459K - $528K
|
27.8K
$1.16M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-14.9K- 12.07% |
$493K - $568K
|
109K
$4.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-15K- 75.0% |
$496K - $571K
|
5K
$209K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-19.4K- 65.76% |
$643K - $740K
|
10.1K
$424K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-33.3K- 99.6% |
$1.1M - $1.27M
|
134
$5.61K
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-39.4K- 38.29% |
$1.3M - $1.5M
|
63.5K
$2.66M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-48.9K- 89.89% |
$1.62M - $1.86M
|
5.51K
$230K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-60.2K- 14.03% |
$1.99M - $2.29M
|
369K
$15.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-95.3K- 29.66% |
$3.15M - $3.63M
|
226K
$9.46M
|
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
SELL
|
- |
-102K- 25.0% |
$3.37M - $3.88M
|
306K
$12.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-184K- 92.62% |
$6.1M - $7.02M
|
14.7K
$615K
|
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-562K- 93.94% |
$18.6M - $21.4M
|
36.3K
$1.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-2.4M- 97.26% |
$79.3M - $91.3M
|
67.5K
$2.82M
|