Purchases and Sales Made in Q1 2023 in First Tr Morningstar Dividend (FDL)
This table provides information about the institutional ownership of First Tr Morningstar Dividend (FDL) during Q1 2023. 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 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
28.4KNew |
$964K - $1.09M
|
28.4K
$1.23M
|
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
28.1KNew |
$953K - $1.08M
|
28.1K
$1.22M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
27.8K+ 18.74% |
$944K - $1.07M
|
176K
$7.65M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
25.6KNew |
$867K - $978K
|
25.6K
$1.11M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
24.4KNew |
$829K - $935K
|
24.4K
$1.06M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
24.4K+ 9.83% |
$829K - $935K
|
273K
$11.8M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
24.1K+ 171.61% |
$816K - $921K
|
38.1K
$1.65M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
23.4KNew |
$794K - $896K
|
23.4K
$1.02M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
22.6K+ 28.7% |
$765K - $863K
|
101K
$4.39M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
22.3K+ 41.48% |
$756K - $853K
|
76K
$3.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Churchill Management Corp
|
BUY
|
- |
20.8K+ 5.94% |
$705K - $795K
|
371K
$16.1M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
20.7K+ 147.72% |
$702K - $792K
|
34.7K
$1.51M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
20K+ 12.78% |
$679K - $766K
|
177K
$7.66M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
19.9K+ 89.51% |
$675K - $761K
|
42.1K
$1.83M
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
19.7K+ 10.33% |
$670K - $755K
|
211K
$9.15M
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
19.3K+ 25.23% |
$654K - $737K
|
95.7K
$4.15M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
18K+ 9.8% |
$610K - $688K
|
201K
$8.74M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
18K+ 56.25% |
$609K - $687K
|
49.9K
$2.16M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
17.9KNew |
$607K - $684K
|
17.9K
$776K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.9K+ 1.74% |
$606K - $684K
|
1.04M
$45.3M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
17.6K+ 63.13% |
$597K - $674K
|
45.5K
$1.97M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
17.1K+ 1.6% |
$581K - $656K
|
1.09M
$47.2M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.5K+ 1650.0% |
$560K - $631K
|
17.5K
$759K
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
16KNew |
$542K - $611K
|
16K
$693K
|
|
|
May 02, 2023
Q1 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
15.4K+ 37.26% |
$522K - $589K
|
56.7K
$2.46M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
15.1K+ 54.81% |
$513K - $579K
|
42.8K
$1.86M
|
|
|
Apr 17, 2023
Q1 2023
|
Fortune 45 LLC
|
BUY
|
- |
14.6K+ 5.02% |
$496K - $560K
|
306K
$13.3M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.8KNew |
$467K - $527K
|
13.8K
$598K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
12.8KNew |
$435K - $491K
|
12.8K
$557K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
12.8KNew |
$435K - $491K
|
12.8K
$557K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
12.4K+ 83.77% |
$422K - $476K
|
27.3K
$1.18M
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
12.1KNew |
$409K - $461K
|
12.1K
$523K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
11.7K+ 5.83% |
$396K - $447K
|
212K
$9.19M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.6K+ 9.11% |
$393K - $444K
|
139K
$6.02M
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
11.3K+ 6.2% |
$383K - $433K
|
194K
$8.39M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
11.2K+ 100.78% |
$380K - $428K
|
22.3K
$967K
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
10.9K+ 184.91% |
$370K - $417K
|
16.8K
$729K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10.5K+ 15.06% |
$355K - $401K
|
80.1K
$3.47M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10.5K+ 15.06% |
$355K - $401K
|
80.1K
$3.47M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10.4K+ 20.34% |
$354K - $399K
|
61.8K
$2.68M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
10.3K+ 13.88% |
$351K - $396K
|
84.8K
$3.68M
|
|
|
May 15, 2023
Q1 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
10.3K+ 9.42% |
$350K - $395K
|
120K
$5.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
10.2KNew |
$346K - $390K
|
10.2K
$443K
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
10.2KNew |
$345K - $389K
|
10.2K
$441K
|
|
|
May 15, 2023
Q1 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
10KNew |
$339K - $383K
|
10K
$434K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.53K+ 7.37% |
$323K - $365K
|
139K
$6.02M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
9.39KNew |
$318K - $359K
|
9.39K
$407K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
9.36K+ 7.46% |
$317K - $358K
|
135K
$5.85M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.8K+ 108.91% |
$298K - $337K
|
16.9K
$732K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.68K+ 24.59% |
$294K - $332K
|
43.9K
$1.91M
|