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 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
53+ 0.28% |
$2.1K - $2.33K
|
19K
$812K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
52New |
$2.06K - $2.29K
|
52
$2.23K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
49+ 80.33% |
$1.94K - $2.15K
|
110
$4.71K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
41+ 0.9% |
$1.62K - $1.8K
|
4.58K
$196K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
41+ 0.26% |
$1.62K - $1.8K
|
15.8K
$674K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
40+ 0.55% |
$1.58K - $1.76K
|
7.31K
$313K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
39+ 1.21% |
$1.54K - $1.71K
|
3.25K
$139K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
34+ 0.62% |
$1.35K - $1.49K
|
5.48K
$234K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
30+ 0.15% |
$1.19K - $1.32K
|
19.9K
$852K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
25+ 0.06% |
$990 - $1.1K
|
42K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
15+ 0.3% |
$594 - $659
|
4.99K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
14+ 0.08% |
$554 - $615
|
17.6K
$754K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
12+ 1.01% |
$475 - $527
|
1.2K
$51.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
9New |
$356 - $396
|
9
$385
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
6+ 0.03% |
$238 - $264
|
19.7K
$845K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
5+ 0.68% |
$198 - $220
|
736
$31.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3+ 0.02% |
$119 - $132
|
19.5K
$834K
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
3+ 0.03% |
$119 - $132
|
10.6K
$454K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6- 0.06% |
$238 - $264
|
10K
$428K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-20- 0.23% |
$792 - $879
|
8.69K
$372K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-23- 0.38% |
$911 - $1.01K
|
6.05K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-30- 0.07% |
$1.19K - $1.32K
|
40.7K
$1.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-54- 1.05% |
$2.14K - $2.37K
|
5.07K
$217K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-57- 0.9% |
$2.26K - $2.51K
|
6.31K
$270K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-58- 1.75% |
$2.3K - $2.55K
|
3.25K
$139K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-63- 2.07% |
$2.49K - $2.77K
|
2.98K
$127K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-70- 0.61% |
$2.77K - $3.08K
|
11.5K
$491K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-81- 0.63% |
$3.21K - $3.56K
|
12.8K
$549K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-87- 8.0% |
$3.44K - $3.82K
|
1K
$42.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-91- 1.38% |
$3.6K - $4K
|
6.51K
$278K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-93- 0.11% |
$3.68K - $4.09K
|
84.5K
$3.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-127- 0.72% |
$5.03K - $5.58K
|
17.5K
$748K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-128- 1.14% |
$5.07K - $5.63K
|
11.1K
$474K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-135- 0.67% |
$5.34K - $5.93K
|
20K
$855K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-144- 0.65% |
$5.7K - $6.33K
|
22.1K
$944K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-145- 2.26% |
$5.74K - $6.37K
|
6.28K
$269K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-146- 1.87% |
$5.78K - $6.42K
|
7.65K
$327K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-161- 1.22% |
$6.37K - $7.08K
|
13K
$557K
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-168- 0.62% |
$6.65K - $7.38K
|
26.8K
$1.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-169- 0.81% |
$6.69K - $7.43K
|
20.6K
$880K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-185- 1.0% |
$7.32K - $8.13K
|
18.4K
$787K
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
SELL
|
- |
-197- 2.2% |
$7.8K - $8.66K
|
8.76K
$375K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-225- 3.35% |
$8.91K - $9.89K
|
6.49K
$278K
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-230- 3.71% |
$9.11K - $10.1K
|
5.97K
$255K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-243- 3.6% |
$9.62K - $10.7K
|
6.51K
$278K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-250- 3.03% |
$9.9K - $11K
|
7.99K
$342K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-278- 0.76% |
$11K - $12.2K
|
36.2K
$1.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-327- 1.55% |
$12.9K - $14.4K
|
20.8K
$889K
|