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 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3.91K+ 13.88% |
$155K - $172K
|
32.1K
$1.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
3.48K+ 2.05% |
$138K - $153K
|
173K
$7.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.1K+ 14.52% |
$123K - $136K
|
24.4K
$1M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.45K+ 27.37% |
$97.4K - $108K
|
11.4K
$470K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.44K+ 2.08% |
$96.9K - $107K
|
120K
$4.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
2.32K+ 1.97% |
$91.9K - $101K
|
120K
$4.94M
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2.16K+ 0.88% |
$85.7K - $94.7K
|
247K
$10.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.96K+ 57.74% |
$77.6K - $85.7K
|
5.34K
$220K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.86K+ 9.34% |
$73.8K - $81.5K
|
21.8K
$896K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.7KNew |
$67.5K - $74.5K
|
1.7K
$69.9K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.68K+ 10.88% |
$66.8K - $73.8K
|
17.1K
$705K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.09KNew |
$43.4K - $47.9K
|
1.09K
$45K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.07K+ 10.25% |
$42.3K - $46.7K
|
11.5K
$472K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
915+ 22.34% |
$36.3K - $40.1K
|
5.01K
$206K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
887+ 6.64% |
$35.2K - $38.9K
|
14.3K
$586K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
846New |
$33.6K - $37.1K
|
846
$34.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
833+ 5.94% |
$33.1K - $36.5K
|
14.8K
$611K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
814+ 2.62% |
$32.3K - $35.7K
|
31.9K
$1.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
745+ 0.76% |
$29.6K - $32.7K
|
98.9K
$4.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
725New |
$28.8K - $31.8K
|
725
$29.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
698+ 5.82% |
$27.7K - $30.6K
|
12.7K
$522K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
668New |
$26.5K - $29.3K
|
668
$27.5K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
600+ 150.0% |
$23.8K - $26.3K
|
1K
$41.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
598+ 3.07% |
$23.7K - $26.2K
|
20.1K
$827K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
564New |
$22.4K - $24.7K
|
564
$23.2K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
538+ 0.63% |
$21.4K - $23.6K
|
85.7K
$3.52M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
444+ 5.6% |
$17.6K - $19.5K
|
8.37K
$344K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
385+ 4.4% |
$15.3K - $16.9K
|
9.14K
$376K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
310New |
$12.3K - $13.6K
|
310
$12.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
294+ 5.66% |
$11.7K - $12.9K
|
5.49K
$226K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
237+ 30.86% |
$9.41K - $10.4K
|
1.01K
$41.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
160+ 0.34% |
$6.35K - $7.01K
|
47.2K
$1.94M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
135+ 1.74% |
$5.36K - $5.92K
|
7.9K
$325K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
122+ 1.88% |
$4.84K - $5.35K
|
6.63K
$273K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
102+ 1.48% |
$4.05K - $4.47K
|
6.99K
$288K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
96+ 0.86% |
$3.81K - $4.21K
|
11.3K
$464K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
92+ 0.18% |
$3.65K - $4.03K
|
51.3K
$2.11M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
60New |
$2.38K - $2.63K
|
60
$2.47K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
56+ 0.81% |
$2.22K - $2.45K
|
6.98K
$287K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
49+ 0.84% |
$1.94K - $2.15K
|
5.86K
$241K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
41+ 0.75% |
$1.63K - $1.8K
|
5.52K
$227K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
38+ 0.61% |
$1.51K - $1.67K
|
6.3K
$259K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
37+ 0.19% |
$1.47K - $1.62K
|
19K
$782K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
31New |
$1.23K - $1.36K
|
31
$1.28K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
27+ 0.83% |
$1.07K - $1.18K
|
3.28K
$135K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
14+ 0.2% |
$556 - $614
|
7.03K
$289K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
9+ 0.75% |
$357 - $394
|
1.21K
$49.8K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1+ 0.01% |
$39.7 - $43.8
|
10.6K
$436K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.02% |
$39.7 - $43.8
|
4.1K
$169K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-5- 0.01% |
$198 - $219
|
49K
$2.02M
|