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 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.19K- 4.3% |
$126K - $140K
|
71.1K
$3.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-3.26K- 1.83% |
$129K - $143K
|
175K
$7.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-3.28K- 2.94% |
$130K - $144K
|
108K
$4.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-3.64K- 7.19% |
$144K - $160K
|
47K
$2.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3.9K- 12.4% |
$155K - $172K
|
27.6K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.26K- 31.8% |
$169K - $187K
|
9.14K
$394K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-4.48K- 7.12% |
$177K - $197K
|
58.4K
$2.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.53K- 20.32% |
$180K - $199K
|
17.8K
$767K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-5.4K- 6.33% |
$214K - $237K
|
79.8K
$3.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.71K- 13.32% |
$226K - $251K
|
37.1K
$1.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-6.09K- 15.55% |
$241K - $268K
|
33.1K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-7.57K- 34.86% |
$299K - $332K
|
14.1K
$610K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.5K- 19.21% |
$337K - $374K
|
35.8K
$1.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-9.56K- 44.52% |
$379K - $420K
|
11.9K
$514K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-11.8K- 19.41% |
$469K - $521K
|
49.2K
$2.12M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14.3K- 12.82% |
$567K - $630K
|
97.5K
$4.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-16.1K- 46.41% |
$637K - $708K
|
18.6K
$802K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-17.8K- 77.73% |
$704K - $782K
|
5.1K
$220K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-18K- 1.85% |
$713K - $792K
|
957K
$41.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-18.7K- 31.29% |
$742K - $824K
|
41.2K
$1.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18.9K- 1.86% |
$748K - $830K
|
997K
$43M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.7K- 1.72% |
$859K - $953K
|
1.24M
$53.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-22.2K- 45.76% |
$877K - $973K
|
26.3K
$1.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-23.1K- 10.09% |
$916K - $1.02M
|
206K
$8.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-30.3K- 99.9% |
$1.2M - $1.33M
|
30
$1.29K
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-54K- 72.84% |
$2.14M - $2.37M
|
20.1K
$868K
|
|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-83.1K- 91.44% |
$3.29M - $3.65M
|
7.78K
$336K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-97.6K- 11.44% |
$3.87M - $4.29M
|
756K
$32.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-109K- 87.35% |
$4.31M - $4.78M
|
15.7K
$679K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-223K- 95.23% |
$8.82M - $9.79M
|
11.2K
$482K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-5.33M- 97.71% |
$211M - $234M
|
125K
$5.38M
|