Purchases and Sales Made in Q4 2023 in First Tr Morningstar Dividend (FDL)
This table provides information about the institutional ownership of First Tr Morningstar Dividend (FDL) during Q4 2023. 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 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.54M+ 4153.73% |
$143M - $165M
|
4.65M
$187M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
262K+ 10.22% |
$8.28M - $9.55M
|
2.83M
$114M
|
|
|
Feb 14, 2024
Q4 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
174KNew |
$5.51M - $6.35M
|
174K
$7.03M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
127K+ 1.95% |
$4.02M - $4.63M
|
6.66M
$269M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
114KNew |
$3.6M - $4.15M
|
114K
$4.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
113KNew |
$3.58M - $4.12M
|
113K
$4.57M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
112K+ 40.69% |
$3.53M - $4.07M
|
387K
$15.6M
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
110KNew |
$3.46M - $3.99M
|
110K
$4.42M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
93.8K+ 25.79% |
$2.96M - $3.42M
|
458K
$18.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
92.4K+ 390.72% |
$2.92M - $3.36M
|
116K
$4.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
84.5KNew |
$2.67M - $3.08M
|
84.5K
$3.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
78.1KNew |
$2.47M - $2.84M
|
78.1K
$3.15M
|
|
|
Jan 18, 2024
Q4 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
77KNew |
$2.43M - $2.8M
|
77K
$3.1M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
75.8K+ 8.5% |
$2.4M - $2.76M
|
968K
$39M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
75.7K+ 7.44% |
$2.39M - $2.75M
|
1.09M
$44M
|
|
|
Feb 13, 2024
Q4 2023
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
74KNew |
$2.34M - $2.69M
|
74K
$2.98M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
64.4K+ 155.02% |
$2.03M - $2.35M
|
106K
$4.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
58.5K+ 650.94% |
$1.85M - $2.13M
|
67.5K
$2.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
56.8K+ 45.53% |
$1.79M - $2.07M
|
181K
$7.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
47.2K+ 353.17% |
$1.49M - $1.72M
|
60.5K
$2.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
43.4K+ 94.08% |
$1.37M - $1.58M
|
89.5K
$3.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
40.8K+ 2.63% |
$1.29M - $1.49M
|
1.59M
$64.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
39.6K+ 3.76% |
$1.25M - $1.44M
|
1.09M
$44M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
38.4K+ 86.81% |
$1.21M - $1.4M
|
82.5K
$3.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
36.5K+ 7.56% |
$1.15M - $1.33M
|
519K
$20.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
31.4K+ 200.14% |
$992K - $1.14M
|
47.1K
$1.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
30.4K+ 2.08% |
$960K - $1.11M
|
1.49M
$60.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
28.7K+ 40.38% |
$907K - $1.05M
|
99.9K
$4.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
26.7K+ 8.61% |
$842K - $971K
|
336K
$13.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
25.8K+ 93.99% |
$814K - $939K
|
53.2K
$2.14M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
25.2K+ 12.95% |
$795K - $916K
|
219K
$8.84M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
24K+ 102.55% |
$757K - $872K
|
47.3K
$1.91M
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
22.8KNew |
$720K - $830K
|
22.8K
$919K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
20.5KNew |
$647K - $746K
|
20.5K
$825K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
19.8K+ 1283.25% |
$627K - $722K
|
21.4K
$862K
|
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
18.6KNew |
$588K - $678K
|
18.6K
$751K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
17.4K+ 54.51% |
$551K - $635K
|
49.5K
$1.99M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
14.7KNew |
$465K - $536K
|
14.7K
$594K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
12.7KNew |
$402K - $464K
|
12.7K
$513K
|
|
|
Feb 14, 2024
Q4 2023
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
12.5KNew |
$393K - $453K
|
12.5K
$502K
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
12.2KNew |
$386K - $445K
|
12.2K
$492K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
11.5K+ 39.59% |
$362K - $417K
|
40.4K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
11.2KNew |
$355K - $409K
|
11.2K
$452K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
10.5K+ 58.4% |
$330K - $381K
|
28.4K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10.4KNew |
$327K - $377K
|
10.4K
$418K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
10.4KNew |
$327K - $377K
|
10.4K
$417K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
10.2KNew |
$322K - $371K
|
10.2K
$411K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
9.68K+ 26.27% |
$306K - $352K
|
46.5K
$1.87M
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
9.55K+ 11.44% |
$302K - $348K
|
93K
$3.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
9.29K+ 22.4% |
$293K - $338K
|
50.7K
$2.04M
|