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 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-350- 0.46% |
$11.1K - $12.7K
|
75.1K
$3.09M
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-368- 5.49% |
$11.6K - $13.4K
|
6.33K
$260K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-383- 0.24% |
$12.1K - $13.9K
|
159K
$6.53M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-385- 5.35% |
$12.2K - $14K
|
6.81K
$280K
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-410- 1.59% |
$12.9K - $14.9K
|
25.4K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-450- 3.94% |
$14.2K - $16.4K
|
11K
$451K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-452- 7.02% |
$14.3K - $16.5K
|
5.99K
$246K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-473- 1.41% |
$14.9K - $17.2K
|
33.2K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-485- 1.18% |
$15.3K - $17.7K
|
40.6K
$1.67M
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-565- 4.56% |
$17.8K - $20.6K
|
11.8K
$486K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-645- 14.18% |
$20.4K - $23.5K
|
3.9K
$160K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-742- 3.15% |
$23.4K - $27K
|
22.8K
$938K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-753- 1.39% |
$23.8K - $27.4K
|
53.6K
$2.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-778- 2.02% |
$24.6K - $28.3K
|
37.8K
$1.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-842- 12.28% |
$26.6K - $30.6K
|
6.01K
$247K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
SELL
|
- |
-893- 3.7% |
$28.2K - $32.5K
|
23.2K
$956K
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-938- 1.34% |
$29.6K - $34.1K
|
69.1K
$2.84M
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
SELL
|
- |
-972- 8.55% |
$30.7K - $35.4K
|
10.4K
$427K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1K- 15.04% |
$31.6K - $36.4K
|
5.65K
$232K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.05K- 3.14% |
$33.2K - $38.3K
|
32.4K
$1.33M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.35K- 4.48% |
$42.6K - $49.1K
|
28.8K
$1.18M
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-1.39K- 13.71% |
$44K - $50.7K
|
8.77K
$360K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-1.46K- 2.55% |
$46.2K - $53.3K
|
56K
$2.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-1.47K- 12.7% |
$46.4K - $53.5K
|
10.1K
$415K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.49K- 4.58% |
$47.1K - $54.3K
|
31.1K
$1.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.62K- 2.19% |
$51.3K - $59.1K
|
72.4K
$2.98M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.68K- 20.5% |
$53K - $61.1K
|
6.51K
$268K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.86K- 15.63% |
$58.6K - $67.5K
|
10K
$412K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.88K- 2.43% |
$59.2K - $68.3K
|
75.4K
$3.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.96K- 8.14% |
$62K - $71.5K
|
22.1K
$911K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.02K- 1.46% |
$63.9K - $73.6K
|
136K
$5.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-2.06K- 19.78% |
$64.9K - $74.8K
|
8.34K
$343K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.17K- 9.09% |
$68.7K - $79.1K
|
21.7K
$894K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.2K- 3.96% |
$69.3K - $79.9K
|
53.2K
$2.19M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.23K- 9.98% |
$70.3K - $81K
|
20.1K
$826K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.25K- 1.07% |
$70.9K - $81.7K
|
208K
$8.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.3K- 15.23% |
$72.6K - $83.7K
|
12.8K
$526K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.36K- 9.82% |
$74.5K - $85.8K
|
21.7K
$890K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.47K- 10.15% |
$78K - $89.9K
|
21.9K
$900K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.52K- 24.9% |
$79.7K - $91.8K
|
7.61K
$313K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.54K- 9.58% |
$80.1K - $92.3K
|
24K
$985K
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-2.67K- 13.37% |
$84.2K - $97K
|
17.3K
$710K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.77K- 31.03% |
$87.4K - $101K
|
6.15K
$253K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.84K- 20.04% |
$89.8K - $104K
|
11.3K
$467K
|
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-2.87K- 2.41% |
$90.7K - $105K
|
116K
$4.78M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-3.04K- 0.57% |
$96K - $111K
|
532K
$21.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-3.12K- 2.64% |
$98.7K - $114K
|
115K
$4.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-3.25K- 40.77% |
$103K - $118K
|
4.73K
$194K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.29K- 32.69% |
$104K - $120K
|
6.78K
$279K
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-3.55K- 3.54% |
$112K - $129K
|
96.9K
$3.98M
|