Purchases and Sales Made in Q4 2024 in First Tr Morningstar Dividend (FDL)
This table provides information about the institutional ownership of First Tr Morningstar Dividend (FDL) during Q4 2024. 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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.16MNew |
$125M - $139M
|
3.16M
$138M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.44M+ 91.54% |
$56.9M - $63.2M
|
3.01M
$131M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
657K+ 7.77% |
$26M - $28.9M
|
9.11M
$397M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
382K+ 22.46% |
$15.1M - $16.8M
|
2.08M
$90.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
351K+ 5.29% |
$13.9M - $15.4M
|
6.99M
$304M
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
320K+ 19.6% |
$12.7M - $14.1M
|
1.95M
$85M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
302K+ 18.1% |
$11.9M - $13.3M
|
1.97M
$85.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
272K+ 11.03% |
$10.8M - $12M
|
2.74M
$119M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
229K+ 4323.67% |
$9.05M - $10.1M
|
234K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
196K+ 10.85% |
$7.76M - $8.61M
|
2M
$87.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
192KNew |
$7.6M - $8.44M
|
192K
$8.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
182K+ 191.72% |
$7.2M - $8M
|
277K
$12.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
173K+ 16.99% |
$6.83M - $7.59M
|
1.19M
$51.8M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
142K+ 58.53% |
$5.6M - $6.22M
|
383K
$16.7M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
114KNew |
$4.5M - $4.99M
|
114K
$4.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
105K+ 14.56% |
$4.18M - $4.64M
|
830K
$36.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
104K+ 110.96% |
$4.11M - $4.57M
|
198K
$8.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
101KNew |
$3.99M - $4.43M
|
101K
$4.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
94.9KNew |
$3.76M - $4.17M
|
94.9K
$4.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
92KNew |
$3.64M - $4.04M
|
92K
$4.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
85.3K+ 45.07% |
$3.38M - $3.75M
|
275K
$12M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
83.6K+ 32.48% |
$3.31M - $3.67M
|
341K
$14.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
78KNew |
$3.09M - $3.43M
|
78K
$3.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Forge Financial Services LLC
Edmond, OK |
BUY
|
- |
72.8KNew |
$2.88M - $3.2M
|
72.8K
$3.17M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
71.9K+ 150.22% |
$2.85M - $3.16M
|
120K
$5.22M
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
70.8K+ 855.16% |
$2.8M - $3.11M
|
79.1K
$3.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
65.6K+ 58.83% |
$2.6M - $2.88M
|
177K
$7.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
63.1K+ 23.82% |
$2.5M - $2.77M
|
328K
$14.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
58.2K+ 37.75% |
$2.3M - $2.56M
|
212K
$9.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
54.5K+ 3.63% |
$2.16M - $2.4M
|
1.56M
$67.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
54KNew |
$2.14M - $2.37M
|
54K
$2.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
BUY
|
- |
49K+ 204.4% |
$1.94M - $2.15M
|
72.9K
$3.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
48.9KNew |
$1.94M - $2.15M
|
48.9K
$2.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
48.2K+ 9.61% |
$1.91M - $2.12M
|
550K
$24M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
47.1KNew |
$1.87M - $2.07M
|
47.1K
$2.05M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
38K+ 344.24% |
$1.5M - $1.67M
|
49K
$2.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
37.1KNew |
$1.47M - $1.63M
|
37.1K
$1.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
35.2K+ 20.71% |
$1.39M - $1.55M
|
205K
$8.94M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
35KNew |
$1.38M - $1.54M
|
35K
$1.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
34.2K+ 7.23% |
$1.35M - $1.5M
|
507K
$22.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
33KNew |
$1.31M - $1.45M
|
33K
$1.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
28.2KNew |
$1.12M - $1.24M
|
28.2K
$1.23M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
27.6KNew |
$1.09M - $1.21M
|
27.6K
$1.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
26.8K+ 16.44% |
$1.06M - $1.18M
|
190K
$8.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
26.2KNew |
$1.04M - $1.15M
|
26.2K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
25KNew |
$990K - $1.1M
|
25K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
25KNew |
$990K - $1.1M
|
25K
$1.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
23.4KNew |
$927K - $1.03M
|
23.4K
$1.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
23.2K+ 173.3% |
$918K - $1.02M
|
36.6K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
22.5KNew |
$891K - $990K
|
22.5K
$981K
|