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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
9.12KNew |
$288K - $332K
|
9.12K
$382K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.73KNew |
$276K - $318K
|
8.73K
$365K
|
|
|
Feb 06, 2024
Q4 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
8.72KNew |
$275K - $317K
|
8.72K
$365K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7.98KNew |
$252K - $290K
|
7.98K
$334K
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
7.89KNew |
$249K - $287K
|
7.89K
$330K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
7.54KNew |
$238K - $274K
|
7.54K
$316K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.36K+ 9.96% |
$232K - $268K
|
81.3K
$3.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.87KNew |
$217K - $250K
|
6.87K
$288K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.83KNew |
$216K - $249K
|
6.83K
$286K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
BUY
|
- |
6.81KNew |
$215K - $248K
|
6.81K
$285K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
6.53K+ 4.48% |
$206K - $238K
|
152K
$6.37M
|
|
|
Jan 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
6.03KNew |
$190K - $219K
|
6.03K
$252K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
5.99KNew |
$189K - $218K
|
5.99K
$251K
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
BUY
|
- |
5.8KNew |
$183K - $211K
|
5.8K
$243K
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
5.76KNew |
$182K - $210K
|
5.76K
$241K
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
5.73KNew |
$181K - $209K
|
5.73K
$240K
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
BUY
|
- |
5.69KNew |
$180K - $207K
|
5.69K
$238K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.38K+ 10.94% |
$170K - $196K
|
54.5K
$2.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5.34K+ 20.72% |
$169K - $194K
|
31.1K
$1.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
4.54K+ 7.0% |
$143K - $165K
|
69.4K
$2.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
4.24K+ 7.68% |
$134K - $154K
|
59.5K
$2.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.77K+ 51.59% |
$119K - $137K
|
11.1K
$464K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
3.55KNew |
$112K - $129K
|
3.55K
$149K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
3.52K+ 4.07% |
$111K - $128K
|
90.1K
$3.77M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.48K+ 30.41% |
$110K - $127K
|
14.9K
$625K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3.37KNew |
$106K - $123K
|
3.37K
$141K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
3.2K+ 18.42% |
$101K - $117K
|
20.6K
$861K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.99K+ 5.84% |
$94.3K - $109K
|
54.1K
$2.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.61K+ 8.52% |
$82.5K - $95K
|
33.3K
$1.39M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.57KNew |
$81K - $93.4K
|
2.57K
$107K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.34K+ 4.34% |
$73.7K - $85K
|
56.1K
$2.35M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.32K+ 3.22% |
$73.2K - $84.4K
|
74.2K
$3.11M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
2.27K+ 15.62% |
$71.6K - $82.6K
|
16.8K
$703K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2.2KNew |
$69.5K - $80.1K
|
2.2K
$92.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
2.16K+ 0.83% |
$68.2K - $78.6K
|
261K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.94K+ 6.91% |
$61.1K - $70.4K
|
29.9K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.75K+ 12.1% |
$55.4K - $63.8K
|
16.2K
$680K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
1.63K+ 20.25% |
$51.6K - $59.5K
|
9.7K
$406K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.63K+ 12.56% |
$51.3K - $59.2K
|
14.6K
$609K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.53K+ 14.35% |
$48.3K - $55.7K
|
12.2K
$511K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.46K+ 8.4% |
$46.1K - $53.1K
|
18.8K
$788K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.3KNew |
$41K - $47.3K
|
1.3K
$54.4K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
1.28K+ 18.36% |
$40.4K - $46.6K
|
8.25K
$345K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.27K+ 2.1% |
$40.1K - $46.3K
|
61.9K
$2.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.2KNew |
$37.8K - $43.6K
|
1.2K
$50.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1K+ 21.77% |
$31.6K - $36.4K
|
5.59K
$234K
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
970+ 9.56% |
$30.6K - $35.3K
|
11.1K
$465K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
805New |
$25.4K - $29.3K
|
805
$33.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
771+ 10.29% |
$24.3K - $28.1K
|
8.26K
$346K
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
746+ 0.52% |
$23.6K - $27.2K
|
146K
$6.09M
|