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 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-8- 0.33% |
$318 - $351
|
2.42K
$99.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-9- 0.18% |
$357 - $394
|
5.07K
$208K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-23- 1.26% |
$913 - $1.01K
|
1.81K
$74.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-35- 0.4% |
$1.39K - $1.53K
|
8.65K
$356K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-55- 2.31% |
$2.18K - $2.41K
|
2.33K
$95.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-55- 0.21% |
$2.18K - $2.41K
|
26.7K
$1.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-68- 1.09% |
$2.7K - $2.98K
|
6.15K
$253K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-114- 2.07% |
$4.52K - $5K
|
5.39K
$222K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-127- 0.52% |
$5.04K - $5.57K
|
24.3K
$999K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-144- 1.77% |
$5.72K - $6.31K
|
7.98K
$328K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-155- 31.12% |
$6.15K - $6.79K
|
343
$14.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-160- 80.0% |
$6.35K - $7.01K
|
40
$1.65K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-175- 2.54% |
$6.95K - $7.67K
|
6.71K
$276K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-201- 3.94% |
$7.98K - $8.81K
|
4.9K
$201K
|
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-216- 0.23% |
$8.57K - $9.47K
|
95.5K
$3.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-254- 0.95% |
$10.1K - $11.1K
|
26.5K
$1.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-357- 0.45% |
$14.2K - $15.6K
|
79.5K
$3.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-364- 2.82% |
$14.4K - $16K
|
12.5K
$515K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-370- 5.07% |
$14.7K - $16.2K
|
6.94K
$285K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-389- 1.97% |
$15.4K - $17K
|
19.3K
$796K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-457- 6.1% |
$18.1K - $20K
|
7.04K
$289K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-489- 5.62% |
$19.4K - $21.4K
|
8.21K
$338K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-579- 9.86% |
$23K - $25.4K
|
5.29K
$218K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-626- 1.69% |
$24.8K - $27.4K
|
36.5K
$1.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-654- 5.91% |
$26K - $28.7K
|
10.4K
$429K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-674- 0.86% |
$26.8K - $29.5K
|
77.3K
$3.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-695- 6.27% |
$27.6K - $30.5K
|
10.4K
$427K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.02K- 10.0% |
$40.4K - $44.6K
|
9.16K
$377K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.1K- 2.7% |
$43.6K - $48.2K
|
39.7K
$1.63M
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-1.3K- 13.64% |
$51.4K - $56.8K
|
8.2K
$337K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-1.38K- 1.76% |
$54.8K - $60.5K
|
77.2K
$3.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-1.41K- 8.94% |
$55.8K - $61.7K
|
14.3K
$590K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.46K- 2.96% |
$57.8K - $63.8K
|
47.7K
$1.96M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.67K- 5.05% |
$66.4K - $73.3K
|
31.4K
$1.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.48K- 11.2% |
$98.5K - $109K
|
19.7K
$809K
|
|
|
Apr 22, 2025
Q1 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
SELL
|
- |
-2.63K- 18.28% |
$104K - $115K
|
11.7K
$483K
|
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-2.65K- 7.88% |
$105K - $116K
|
31K
$1.28M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.68K- 16.99% |
$106K - $117K
|
13.1K
$538K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.7K- 2.25% |
$107K - $118K
|
118K
$4.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.45K- 57.4% |
$137K - $151K
|
2.56K
$105K
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-3.6K- 2.32% |
$143K - $158K
|
152K
$6.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-3.81K- 20.72% |
$151K - $167K
|
14.6K
$600K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-3.96K- 86.41% |
$157K - $173K
|
622
$25.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.42K- 11.14% |
$175K - $194K
|
35.2K
$1.45M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-4.47K- 3.58% |
$177K - $196K
|
120K
$4.94M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-4.48K- 16.77% |
$178K - $196K
|
22.2K
$914K
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-4.59K- 4.23% |
$182K - $201K
|
104K
$4.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.98K- 13.61% |
$198K - $218K
|
31.6K
$1.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5.01K- 3.27% |
$199K - $219K
|
148K
$6.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-5.36K- 18.6% |
$213K - $235K
|
23.5K
$965K
|