Purchases and Sales Made in Q1 2025 in First Tr Morningstar Dividend (FDL)
This table provides information about the institutional ownership of First Tr Morningstar Dividend (FDL) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
427KNew |
$16.9M - $18.7M
|
427K
$17.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
273KNew |
$10.8M - $12M
|
273K
$11.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
195K+ 23.52% |
$7.75M - $8.56M
|
1.03M
$42.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
165KNew |
$6.55M - $7.23M
|
165K
$6.79M
|
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
111KNew |
$4.41M - $4.87M
|
111K
$4.57M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
109K+ 4244.02% |
$4.32M - $4.77M
|
111K
$4.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
96.2K+ 436.13% |
$3.82M - $4.22M
|
118K
$4.87M
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
81.1KNew |
$3.22M - $3.55M
|
81.1K
$3.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
72K+ 7.22% |
$2.86M - $3.16M
|
1.07M
$44M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
58.3KNew |
$2.31M - $2.56M
|
58.3K
$2.4M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
53.7K+ 14.01% |
$2.13M - $2.35M
|
437K
$18M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
53.6KNew |
$2.13M - $2.35M
|
53.6K
$2.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
47.8K+ 262.41% |
$1.9M - $2.09M
|
66K
$2.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
44.1KNew |
$1.75M - $1.93M
|
44.1K
$1.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
42.2KNew |
$1.67M - $1.85M
|
42.2K
$1.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
41.8K+ 159.22% |
$1.66M - $1.83M
|
68.1K
$2.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
38.2K+ 6.58% |
$1.52M - $1.67M
|
619K
$25.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
31.4K+ 5.52% |
$1.25M - $1.38M
|
601K
$24.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
30.2K+ 100696.67% |
$1.2M - $1.32M
|
30.2K
$1.24M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
27.5K+ 19.98% |
$1.09M - $1.2M
|
165K
$6.78M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
22K+ 4.59% |
$875K - $966K
|
503K
$20.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
21.9K+ 183.83% |
$869K - $960K
|
33.8K
$1.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
21.6K+ 37.92% |
$856K - $945K
|
78.4K
$3.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
19.2KNew |
$761K - $840K
|
19.2K
$789K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
14.5KNew |
$575K - $635K
|
14.5K
$596K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
13.4KNew |
$533K - $589K
|
13.4K
$553K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
13.3KNew |
$526K - $581K
|
13.3K
$545K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
12.8K+ 12.94% |
$507K - $560K
|
112K
$4.59M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
12.3K+ 6.49% |
$489K - $540K
|
202K
$8.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11.9K+ 32.85% |
$472K - $521K
|
48.1K
$1.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.1K+ 88.88% |
$401K - $443K
|
21.5K
$884K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
9.03K+ 22.99% |
$358K - $396K
|
48.3K
$1.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
8.66K+ 12.41% |
$344K - $380K
|
78.4K
$3.23M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.46K+ 6.48% |
$336K - $371K
|
139K
$5.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
6.93KNew |
$275K - $304K
|
6.93K
$285K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.73KNew |
$267K - $295K
|
6.73K
$277K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.71K+ 17.17% |
$266K - $294K
|
45.8K
$1.88M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.53KNew |
$219K - $242K
|
5.53K
$227K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.45KNew |
$216K - $239K
|
5.45K
$224K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.21KNew |
$207K - $228K
|
5.21K
$214K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.05K+ 4.21% |
$200K - $221K
|
125K
$5.13M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.99K+ 11.75% |
$198K - $219K
|
47.4K
$1.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.82K+ 37.64% |
$191K - $211K
|
17.6K
$725K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.79KNew |
$190K - $210K
|
4.79K
$197K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
4.75K+ 2.72% |
$188K - $208K
|
180K
$7.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Salzhauer Michael
|
BUY
|
- |
4.68KNew |
$186K - $205K
|
4.68K
$192K
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
4.66K+ 25.05% |
$185K - $204K
|
23.3K
$957K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.56K+ 6.91% |
$181K - $200K
|
70.5K
$2.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
4.15K+ 4.12% |
$165K - $182K
|
105K
$4.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.01K+ 19.13% |
$159K - $176K
|
25K
$1.03M
|