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 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.49K+ 33.3% |
$298K - $320K
|
34K
$1.43M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.16K+ 29.96% |
$286K - $308K
|
35.4K
$1.49M
|
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
7.74K+ 7.1% |
$272K - $292K
|
117K
$4.9M
|
|
|
Apr 29, 2022
Q1 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
7.65K+ 96.6% |
$268K - $289K
|
15.6K
$653K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.62KNew |
$267K - $288K
|
7.62K
$320K
|
|
|
May 19, 2022
Q1 2022
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
7.55KNew |
$265K - $285K
|
7.55K
$317K
|
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
BUY
|
- |
7.51KNew |
$263K - $283K
|
7.51K
$315K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.86KNew |
$241K - $259K
|
6.86K
$288K
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.61KNew |
$232K - $250K
|
6.61K
$278K
|
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
6.1KNew |
$214K - $230K
|
6.1K
$256K
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
6KNew |
$211K - $227K
|
6K
$252K
|
|
|
May 10, 2022
Q1 2022
|
Provence Wealth Management Group
|
BUY
|
- |
5.74K+ 12.81% |
$201K - $217K
|
50.5K
$2.12M
|
|
|
Apr 19, 2022
Q1 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
5.73K+ 2567.26% |
$201K - $216K
|
5.95K
$250K
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.58KNew |
$196K - $210K
|
5.58K
$234K
|
|
|
May 16, 2022
Q1 2022
|
1776 Wealth LLC
|
BUY
|
- |
5.53K+ 50.75% |
$194K - $209K
|
16.4K
$689K
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.48KNew |
$192K - $207K
|
5.48K
$230K
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.48KNew |
$192K - $207K
|
5.48K
$230K
|
|
|
Apr 22, 2022
Q1 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
5.48KNew |
$192K - $207K
|
5.48K
$230K
|
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
5.29K+ 3.89% |
$186K - $200K
|
141K
$5.93M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.2K+ 14.74% |
$183K - $196K
|
40.5K
$1.7M
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
5.03K+ 19.63% |
$177K - $190K
|
30.7K
$1.29M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
4.56K+ 38.46% |
$160K - $172K
|
16.4K
$689K
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
4.37K+ 1.73% |
$153K - $165K
|
257K
$10.8M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.86K+ 83.51% |
$135K - $146K
|
8.47K
$355K
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.69K+ 13.68% |
$129K - $139K
|
30.6K
$1.28M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.32K+ 8.93% |
$117K - $125K
|
40.6K
$1.7M
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
2.55KNew |
$89.5K - $96.3K
|
2.55K
$107K
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
2.31K+ 9.63% |
$81.2K - $87.3K
|
26.3K
$1.11M
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.25KNew |
$78.8K - $84.8K
|
2.25K
$94.2K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.19KNew |
$76.7K - $82.5K
|
2.19K
$91.7K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2.15K+ 53.69% |
$75.5K - $81.2K
|
6.16K
$258K
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.82K+ 10.93% |
$63.7K - $68.6K
|
18.4K
$773K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.79K+ 1.63% |
$62.7K - $67.4K
|
111K
$4.67M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.71K+ 6.66% |
$60.2K - $64.7K
|
27.5K
$1.15M
|
|
|
May 25, 2022
Q1 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
1.69K+ 2.83% |
$59.2K - $63.6K
|
61.2K
$2.57M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.68K+ 5.67% |
$58.9K - $63.4K
|
31.3K
$1.31M
|
|
|
May 09, 2022
Q1 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.68KNew |
$58.8K - $63.3K
|
1.68K
$70.3K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.39K+ 12.75% |
$48.8K - $52.4K
|
12.3K
$516K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.34K+ 2.03% |
$47K - $50.5K
|
67.2K
$2.82M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.04K+ 3.8% |
$36.6K - $39.4K
|
28.5K
$1.19M
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1KNew |
$35.1K - $37.8K
|
1K
$42K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
962+ 3.43% |
$33.8K - $36.3K
|
29K
$1.22M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
920+ 2.98% |
$32.3K - $34.7K
|
31.8K
$1.34M
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
818New |
$28.7K - $30.9K
|
818
$34.3K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
720+ 31.39% |
$25.3K - $27.2K
|
3.01K
$126K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
685+ 0.78% |
$24K - $25.9K
|
88.8K
$3.72M
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
640New |
$22.5K - $24.2K
|
640
$26.9K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
623+ 16.5% |
$21.9K - $23.5K
|
4.4K
$185K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
541+ 2.56% |
$19K - $20.4K
|
21.7K
$909K
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
500New |
$17.6K - $18.9K
|
500
$21K
|