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 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-329- 2.43% |
$13K - $14.5K
|
13.2K
$571K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-333- 0.06% |
$13.2K - $14.6K
|
569K
$24.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-350- 3.26% |
$13.9K - $15.4K
|
10.4K
$449K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-358- 2.13% |
$14.2K - $15.7K
|
16.4K
$709K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-381- 2.08% |
$15.1K - $16.7K
|
17.9K
$772K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-405- 6.12% |
$16K - $17.8K
|
6.21K
$268K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-504- 6.41% |
$20K - $22.2K
|
7.36K
$318K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-540- 7.88% |
$21.4K - $23.7K
|
6.31K
$272K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-551- 4.1% |
$21.8K - $24.2K
|
12.9K
$556K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-560- 6.57% |
$22.2K - $24.6K
|
7.97K
$344K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-591- 0.6% |
$23.4K - $26K
|
98.2K
$4.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-763- 0.49% |
$30.2K - $33.5K
|
155K
$6.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-773- 0.65% |
$30.6K - $34K
|
118K
$5.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-798- 1.38% |
$31.6K - $35.1K
|
56.9K
$2.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-806- 7.34% |
$31.9K - $35.4K
|
10.2K
$439K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-817- 9.35% |
$32.3K - $35.9K
|
7.92K
$342K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-914- 13.95% |
$36.2K - $40.2K
|
5.64K
$243K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-921- 8.07% |
$36.5K - $40.5K
|
10.5K
$453K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-933- 4.79% |
$36.9K - $41K
|
18.5K
$800K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-952- 13.03% |
$37.7K - $41.8K
|
6.35K
$274K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-995- 13.69% |
$39.4K - $43.7K
|
6.28K
$271K
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-1.02K- 0.28% |
$40.4K - $44.8K
|
369K
$15.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.06K- 0.99% |
$42.1K - $46.7K
|
107K
$4.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.12K- 1.56% |
$44.5K - $49.4K
|
70.7K
$3.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-1.15K- 32.14% |
$45.5K - $50.5K
|
2.43K
$105K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.15K- 9.01% |
$45.6K - $50.7K
|
11.6K
$502K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.21K- 1.58% |
$47.9K - $53.2K
|
75.4K
$3.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.24K- 0.73% |
$49.1K - $54.5K
|
170K
$7.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.26K- 1.55% |
$49.7K - $55.2K
|
79.7K
$3.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.37K- 4.32% |
$54.2K - $60.2K
|
30.3K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.39K- 7.7% |
$55K - $61K
|
16.6K
$718K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.45K- 11.51% |
$57.5K - $63.9K
|
11.2K
$482K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.52K- 2.77% |
$60.3K - $66.9K
|
53.5K
$2.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.67K- 1.82% |
$66.1K - $73.4K
|
90.1K
$3.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.75K- 1.13% |
$69.4K - $77.1K
|
153K
$6.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.79K- 2.11% |
$70.8K - $78.6K
|
83.1K
$3.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.87K- 4.65% |
$74.2K - $82.4K
|
38.4K
$1.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-1.95K- 14.95% |
$77.1K - $85.6K
|
11.1K
$478K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-2.19K- 11.35% |
$86.8K - $96.4K
|
17.1K
$739K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.26K- 89.45% |
$89.6K - $99.5K
|
267
$11.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-2.39K- 16.45% |
$94.4K - $105K
|
12.1K
$523K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
SELL
|
- |
-2.41K- 3.61% |
$95.3K - $106K
|
64.3K
$2.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.46K- 2.05% |
$97.4K - $108K
|
117K
$5.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.68K- 10.81% |
$106K - $118K
|
22.2K
$955K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.76K- 5.18% |
$109K - $121K
|
50.6K
$2.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-2.82K- 3.88% |
$112K - $124K
|
69.8K
$3.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-2.88K- 28.47% |
$114K - $126K
|
7.23K
$312K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-2.92K- 30.48% |
$116K - $128K
|
6.66K
$287K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-2.95K- 16.01% |
$117K - $130K
|
15.5K
$667K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.13K- 9.39% |
$124K - $138K
|
30.2K
$1.3M
|