Purchases and Sales Made in Q2 2024 in First Tr Morningstar Dividend (FDL)
This table provides information about the institutional ownership of First Tr Morningstar Dividend (FDL) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
5.93K+ 8.0% |
$216K - $231K
|
80.1K
$3.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.83KNew |
$212K - $227K
|
5.83K
$254K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.6KNew |
$204K - $219K
|
5.6K
$244K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
5.4KNew |
$196K - $211K
|
5.4K
$235K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.33K+ 5.49% |
$194K - $208K
|
103K
$4.47M
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
4.96K+ 7.54% |
$181K - $194K
|
70.8K
$3.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.52K+ 5.13% |
$164K - $176K
|
92.6K
$4.04M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.49K+ 19.61% |
$163K - $175K
|
27.4K
$1.19M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.45K+ 24.65% |
$162K - $173K
|
22.5K
$980K
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
4.15K+ 55.64% |
$151K - $162K
|
11.6K
$505K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.86K+ 58.44% |
$140K - $150K
|
10.5K
$456K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.58K+ 17.7% |
$130K - $139K
|
23.8K
$1.04M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3.46KNew |
$126K - $135K
|
3.46K
$151K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3.14KNew |
$114K - $123K
|
3.14K
$137K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.81K+ 39.01% |
$102K - $109K
|
10K
$436K
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.77K+ 1.54% |
$101K - $108K
|
183K
$7.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.75K+ 24.89% |
$100K - $107K
|
13.8K
$601K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.75K+ 14.32% |
$99.9K - $107K
|
21.9K
$955K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.71K+ 3.09% |
$98.6K - $106K
|
90.4K
$3.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.67K+ 7.73% |
$97.2K - $104K
|
37.3K
$1.62M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.62K+ 1.19% |
$95.1K - $102K
|
222K
$9.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.53K+ 2.38% |
$92K - $98.7K
|
109K
$4.73M
|
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
2.01K+ 8.11% |
$73.1K - $78.4K
|
26.8K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.86K+ 5.47% |
$67.5K - $72.4K
|
35.8K
$1.56M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.7K+ 3.16% |
$61.7K - $66.2K
|
55.3K
$2.41M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.68K+ 23.79% |
$61.1K - $65.5K
|
8.74K
$381K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.57K+ 9.93% |
$57.2K - $61.3K
|
17.4K
$758K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.47K+ 1.93% |
$53.4K - $57.3K
|
77.4K
$3.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.36K+ 9.84% |
$49.3K - $52.9K
|
15.1K
$659K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.32K+ 12.07% |
$48K - $51.5K
|
12.2K
$534K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.24K+ 6.92% |
$45.1K - $48.4K
|
19.2K
$836K
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.21K+ 1.89% |
$44K - $47.2K
|
65.3K
$2.85M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.13K+ 6.47% |
$41.1K - $44.1K
|
18.6K
$811K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1KNew |
$36.4K - $39K
|
1K
$43.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
898New |
$32.7K - $35K
|
898
$39.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
872+ 3.4% |
$31.7K - $34K
|
26.6K
$1.16M
|
|
|
Jul 17, 2024
Q2 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
710+ 3.67% |
$25.8K - $27.7K
|
20.1K
$875K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
708+ 2.31% |
$25.8K - $27.6K
|
31.4K
$1.37M
|
|
|
Aug 07, 2024
Q2 2024
|
Hc Advisors, LLC
|
BUY
|
- |
630+ 0.18% |
$22.9K - $24.6K
|
342K
$14.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
604New |
$22K - $23.6K
|
604
$26.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
587+ 1.96% |
$21.4K - $22.9K
|
30.6K
$1.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
579New |
$21.1K - $22.6K
|
579
$25.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
507+ 1.0% |
$18.4K - $19.8K
|
51.4K
$2.24M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
464+ 0.3% |
$16.9K - $18.1K
|
155K
$6.77M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
462+ 7.31% |
$16.8K - $18K
|
6.78K
$296K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
458New |
$16.7K - $17.9K
|
458
$20K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
405+ 11.27% |
$14.7K - $15.8K
|
4K
$174K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
401+ 124.53% |
$14.6K - $15.6K
|
723
$31.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
392+ 0.17% |
$14.3K - $15.3K
|
232K
$10.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
387+ 5.11% |
$14.1K - $15.1K
|
7.96K
$347K
|