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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
21.3KNew |
$844K - $937K
|
21.3K
$920K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18.3K+ 85.56% |
$724K - $804K
|
39.7K
$1.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
18.2KNew |
$721K - $800K
|
18.2K
$785K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.5K+ 1.72% |
$693K - $769K
|
1.03M
$44.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.9K+ 19.48% |
$629K - $698K
|
97.4K
$4.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
15.7K+ 17.99% |
$620K - $688K
|
103K
$4.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.5K+ 0.87% |
$615K - $682K
|
1.8M
$77.5M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
15.4K+ 97.95% |
$608K - $675K
|
31K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
15.3KNew |
$605K - $671K
|
15.3K
$659K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
15.1KNew |
$600K - $666K
|
15.1K
$653K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
15.1K+ 41.21% |
$596K - $661K
|
51.6K
$2.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.9K+ 2.63% |
$590K - $655K
|
581K
$25M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
14.5KNew |
$574K - $637K
|
14.5K
$625K
|
|
|
Feb 05, 2025
Q4 2024
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
14.4KNew |
$569K - $631K
|
14.4K
$620K
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
14.4K+ 6.9% |
$569K - $631K
|
223K
$9.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
14KNew |
$555K - $616K
|
14K
$604K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.6K+ 33.42% |
$539K - $598K
|
54.3K
$2.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
13.6K+ 0.79% |
$537K - $597K
|
1.74M
$75.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
13.4KNew |
$529K - $587K
|
13.4K
$576K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
13.2K+ 5.68% |
$522K - $579K
|
245K
$10.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.1K+ 12.19% |
$517K - $574K
|
120K
$5.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
12.3K+ 121.07% |
$485K - $539K
|
22.4K
$966K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.4KNew |
$450K - $500K
|
11.4K
$490K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.2K+ 6.78% |
$444K - $493K
|
177K
$7.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
10.4K+ 8.17% |
$411K - $456K
|
137K
$5.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
10.3K+ 34.34% |
$407K - $451K
|
40.2K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
10.3KNew |
$406K - $451K
|
10.3K
$443K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
9.64K+ 10.82% |
$382K - $424K
|
98.8K
$4.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
9.06KNew |
$359K - $398K
|
9.06K
$391K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
8.72K+ 6.01% |
$345K - $383K
|
154K
$6.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8.69K+ 148.4% |
$344K - $382K
|
14.5K
$627K
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
8.6KNew |
$340K - $378K
|
8.6K
$371K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
8.05K+ 4.63% |
$319K - $354K
|
182K
$7.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
7.95KNew |
$315K - $349K
|
7.95K
$343K
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
7.77K+ 4.95% |
$307K - $341K
|
165K
$7.1M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
7.55KNew |
$299K - $332K
|
7.55K
$326K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
7.42KNew |
$294K - $326K
|
7.42K
$320K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.11K+ 6.45% |
$282K - $313K
|
117K
$5.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
7.01KNew |
$278K - $308K
|
7.01K
$302K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.92K+ 23.62% |
$274K - $304K
|
36.2K
$1.56M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
6.89KNew |
$273K - $303K
|
6.89K
$297K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
6.74K+ 9.39% |
$267K - $296K
|
78.6K
$3.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
6.45K+ 38.74% |
$255K - $283K
|
23.1K
$996K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
6.33KNew |
$251K - $278K
|
6.33K
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.14KNew |
$243K - $270K
|
6.14K
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.01KNew |
$238K - $264K
|
6.01K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.66KNew |
$224K - $249K
|
5.66K
$244K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.61KNew |
$222K - $246K
|
5.61K
$242K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
5.5KNew |
$218K - $242K
|
5.5K
$237K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
5.34K+ 95.83% |
$211K - $234K
|
10.9K
$470K
|