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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Feb 14, 2025
Q4 2024
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
5.27KNew |
$209K - $231K
|
5.27K
$230K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.94K+ 3.69% |
$196K - $217K
|
139K
$6.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.79K+ 2.57% |
$190K - $210K
|
191K
$8.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.75K+ 19.74% |
$188K - $209K
|
28.8K
$1.26M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.62K+ 50.97% |
$183K - $203K
|
13.7K
$596K
|
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
4.6K+ 5.05% |
$182K - $202K
|
95.7K
$4.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.43K+ 11.66% |
$175K - $195K
|
42.4K
$1.85M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.18K+ 0.97% |
$166K - $184K
|
436K
$19M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
4.17K+ 68.42% |
$165K - $183K
|
10.3K
$447K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
4.08K+ 0.77% |
$162K - $179K
|
533K
$23.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.03K+ 2.91% |
$160K - $177K
|
143K
$6.22M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.81K+ 3.01% |
$151K - $168K
|
131K
$5.69M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.65K+ 5.78% |
$145K - $161K
|
66.9K
$2.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
3.55KNew |
$141K - $156K
|
3.55K
$155K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.48K+ 2.95% |
$138K - $153K
|
121K
$5.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.01K+ 16.75% |
$119K - $132K
|
21K
$914K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.98K+ 22.17% |
$118K - $131K
|
16.4K
$714K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.77K+ 7.64% |
$110K - $122K
|
39.1K
$1.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.75K+ 37.11% |
$109K - $121K
|
10.2K
$443K
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
2.65K+ 10.99% |
$105K - $116K
|
26.7K
$1.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.64K+ 43.19% |
$105K - $116K
|
8.75K
$381K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
2.63KNew |
$104K - $115K
|
2.63K
$114K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.45K+ 0.51% |
$96.9K - $108K
|
481K
$20.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.44K+ 2.76% |
$96.4K - $107K
|
90.8K
$3.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.25K+ 11.39% |
$89K - $98.8K
|
22K
$958K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.03K+ 5.45% |
$80.3K - $89.1K
|
39.3K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.95KNew |
$77.1K - $85.6K
|
1.95K
$84.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.78K+ 4.72% |
$70.4K - $78.1K
|
39.4K
$1.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.78K+ 5.86% |
$70.3K - $78.1K
|
32.1K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.66K+ 11.78% |
$65.8K - $73K
|
15.8K
$687K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.64K+ 8.44% |
$64.8K - $72K
|
21K
$917K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.59K+ 7.83% |
$62.8K - $69.7K
|
21.8K
$952K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
1.48KNew |
$58.6K - $65.1K
|
1.48K
$64.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.38K+ 4.18% |
$54.6K - $60.6K
|
34.4K
$1.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.36K+ 1.62% |
$53.8K - $59.7K
|
85.1K
$3.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.27K+ 11.02% |
$50.3K - $55.8K
|
12.8K
$558K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.26K+ 3.44% |
$49.9K - $55.4K
|
37.9K
$1.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.13K+ 5.38% |
$44.8K - $49.8K
|
22.2K
$967K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.12K+ 3.18% |
$44.3K - $49.2K
|
36.3K
$1.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.1KNew |
$43.5K - $48.3K
|
1.1K
$47.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.1K+ 3.6% |
$43.5K - $48.3K
|
31.6K
$1.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.09KNew |
$43K - $47.7K
|
1.09K
$47.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.06K+ 13.41% |
$42K - $46.6K
|
8.97K
$391K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1K+ 100.0% |
$39.6K - $44K
|
2K
$87.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1K+ 3.33% |
$39.6K - $44K
|
31K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
913+ 2.81% |
$36.1K - $40.1K
|
33.4K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
910+ 8.9% |
$36K - $40K
|
11.1K
$485K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
892+ 14.78% |
$35.3K - $39.2K
|
6.93K
$302K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
852+ 33.62% |
$33.7K - $37.4K
|
3.39K
$148K
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
789+ 2.4% |
$31.2K - $34.7K
|
33.7K
$1.47M
|