Purchases and Sales Made in Q1 2022 in First Tr Morningstar Dividend (FDL)
This table provides information about the institutional ownership of First Tr Morningstar Dividend (FDL) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.33M+ 3720.36% |
$46.9M - $50.4M
|
1.37M
$57.5M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
795K+ 24.24% |
$27.9M - $30M
|
4.07M
$171M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
480K+ 26.3% |
$16.9M - $18.1M
|
2.31M
$96.8M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
430K+ 146.29% |
$15.1M - $16.2M
|
724K
$30.4M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
354K+ 736.79% |
$12.4M - $13.4M
|
403K
$16.9M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
353K+ 41.74% |
$12.4M - $13.3M
|
1.2M
$50.3M
|
|
|
May 13, 2022
Q1 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
303KNew |
$10.6M - $11.4M
|
303K
$12.7M
|
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
298KNew |
$10.5M - $11.2M
|
298K
$12.5M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
203K+ 25.48% |
$7.13M - $7.67M
|
1M
$42M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
169K+ 38.14% |
$5.92M - $6.37M
|
611K
$25.6M
|
|
|
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
BUY
|
- |
159KNew |
$5.56M - $5.98M
|
159K
$6.65M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
131K+ 65.69% |
$4.61M - $4.96M
|
331K
$13.9M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
119K+ 1404.98% |
$4.18M - $4.49M
|
127K
$5.35M
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
102KNew |
$3.59M - $3.86M
|
102K
$4.29M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
89.5K+ 30.83% |
$3.14M - $3.38M
|
380K
$15.9M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
79.9K+ 16.53% |
$2.8M - $3.01M
|
563K
$23.6M
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
72.4K+ 25.8% |
$2.54M - $2.73M
|
353K
$14.8M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
65.6K+ 8.52% |
$2.3M - $2.48M
|
836K
$35.1M
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
59.6K+ 415.54% |
$2.09M - $2.25M
|
73.9K
$3.1M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
59.6K+ 415.54% |
$2.09M - $2.25M
|
73.9K
$3.1M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
58.1K+ 631.81% |
$2.04M - $2.19M
|
67.3K
$2.82M
|
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
55.8KNew |
$1.96M - $2.11M
|
55.8K
$2.34M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
50K+ 46.64% |
$1.76M - $1.89M
|
157K
$6.6M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
49.1K+ 12.34% |
$1.72M - $1.85M
|
447K
$18.8M
|
|
|
May 13, 2022
Q1 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
44.8KNew |
$1.57M - $1.69M
|
44.8K
$1.88M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
41.1K+ 7.71% |
$1.44M - $1.55M
|
574K
$24.1M
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
39.1KNew |
$1.37M - $1.48M
|
39.1K
$1.64M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
29.7KNew |
$1.04M - $1.12M
|
29.7K
$1.25M
|
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
29.2K+ 95.61% |
$1.03M - $1.1M
|
59.8K
$2.51M
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
28.9K+ 26.78% |
$1.01M - $1.09M
|
137K
$5.74M
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
26.1K+ 112.02% |
$916K - $985K
|
49.4K
$2.07M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
25.9K+ 29.02% |
$910K - $978K
|
115K
$4.84M
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
25.9KNew |
$908K - $976K
|
25.9K
$1.08M
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
24.8KNew |
$870K - $936K
|
24.8K
$1.04M
|
|
|
May 17, 2022
Q1 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
24.4KNew |
$855K - $920K
|
24.4K
$1.02M
|
|
|
Apr 18, 2022
Q1 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
23.3K+ 17.83% |
$819K - $881K
|
154K
$6.47M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.1K+ 5.78% |
$775K - $833K
|
404K
$17M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20.3K+ 8.56% |
$713K - $767K
|
258K
$10.8M
|
|
|
May 06, 2022
Q1 2022
|
Retireful, LLC
|
BUY
|
- |
19.8KNew |
$695K - $748K
|
19.8K
$831K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
19.3KNew |
$678K - $730K
|
19.3K
$811K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
17.5K+ 59.8% |
$614K - $660K
|
46.7K
$1.96M
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
16.4K+ 3.4% |
$576K - $619K
|
499K
$20.9M
|
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
15.6KNew |
$547K - $588K
|
15.6K
$653K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.9K+ 19.76% |
$489K - $526K
|
84.5K
$3.55M
|
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
13.1K+ 10.13% |
$460K - $494K
|
142K
$5.97M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.6K+ 5.81% |
$407K - $438K
|
212K
$8.88M
|
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
11.3KNew |
$396K - $425K
|
11.3K
$473K
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
10.7K+ 96.17% |
$376K - $404K
|
21.8K
$916K
|
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
10K+ 130.23% |
$352K - $378K
|
17.7K
$744K
|
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
9.42K+ 2.47% |
$331K - $356K
|
391K
$16.4M
|