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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
370+ 1.8% |
$13.5K - $14.4K
|
21K
$913K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
366+ 5.05% |
$13.3K - $14.3K
|
7.62K
$332K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
366+ 5.37% |
$13.3K - $14.3K
|
7.18K
$313K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
364+ 4.91% |
$13.2K - $14.2K
|
7.77K
$339K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
359+ 0.57% |
$13.1K - $14K
|
63.4K
$2.76M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
333+ 0.55% |
$12.1K - $13K
|
60.4K
$2.63M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
328+ 1.14% |
$11.9K - $12.8K
|
29.2K
$1.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
207+ 0.26% |
$7.53K - $8.08K
|
79.3K
$3.46M
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
191+ 0.16% |
$6.95K - $7.45K
|
117K
$5.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
180+ 2.99% |
$6.55K - $7.02K
|
6.21K
$271K
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
137+ 1.96% |
$4.98K - $5.34K
|
7.12K
$310K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
118+ 0.58% |
$4.29K - $4.6K
|
20.4K
$891K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
113+ 1.22% |
$4.11K - $4.41K
|
9.34K
$407K
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
100+ 0.52% |
$3.64K - $3.9K
|
19.2K
$839K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
100New |
$3.64K - $3.9K
|
100
$4.36K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
70+ 0.57% |
$2.55K - $2.73K
|
12.3K
$537K
|
|
|
Jul 22, 2024
Q2 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
60+ 0.63% |
$2.18K - $2.34K
|
9.62K
$419K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
32+ 0.54% |
$1.16K - $1.25K
|
5.96K
$260K
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
31+ 0.27% |
$1.13K - $1.21K
|
11.5K
$502K
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
30+ 0.56% |
$1.09K - $1.17K
|
5.4K
$235K
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
28+ 0.02% |
$1.02K - $1.09K
|
144K
$6.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
27+ 0.24% |
$982 - $1.05K
|
11.3K
$492K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
23+ 0.2% |
$837 - $897
|
11.4K
$497K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
22+ 0.3% |
$800 - $858
|
7.28K
$317K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
13+ 1.1% |
$473 - $507
|
1.2K
$52.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
12+ 0.03% |
$437 - $468
|
40.5K
$1.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
11+ 1.34% |
$400 - $429
|
834
$36.3K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
9+ 1.18% |
$327 - $351
|
769
$33.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
7+ 1.24% |
$255 - $273
|
571
$24.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
7+ 0.09% |
$255 - $273
|
7.9K
$344K
|
|
|
Jul 31, 2024
Q2 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
2+ 0.02% |
$72.8 - $78
|
10.6K
$462K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2New |
$72.8 - $78
|
2
$87.2
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1- 0.03% |
$36.4 - $39
|
3.61K
$157K
|
|
|
Jul 22, 2024
Q2 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-3- 0.04% |
$109 - $117
|
8.4K
$366K
|
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-30- 0.34% |
$1.09K - $1.17K
|
8.87K
$387K
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-31- 0.3% |
$1.13K - $1.21K
|
10.4K
$452K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-41- 0.38% |
$1.49K - $1.6K
|
10.6K
$463K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-57- 0.73% |
$2.07K - $2.22K
|
7.7K
$336K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-63- 0.93% |
$2.29K - $2.46K
|
6.73K
$293K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-100- 1.18% |
$3.64K - $3.9K
|
8.35K
$364K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-105- 26.25% |
$3.82K - $4.1K
|
295
$12.9K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-122- 1.21% |
$4.44K - $4.76K
|
10K
$436K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-132- 1.97% |
$4.8K - $5.15K
|
6.58K
$287K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-133- 1.42% |
$4.84K - $5.19K
|
9.26K
$404K
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-138- 2.25% |
$5.02K - $5.38K
|
6K
$261K
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-148- 0.36% |
$5.38K - $5.77K
|
40.9K
$1.78M
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-149- 0.74% |
$5.42K - $5.81K
|
20K
$873K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-158- 2.44% |
$5.75K - $6.16K
|
6.33K
$276K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-160- 0.82% |
$5.82K - $6.24K
|
19.3K
$841K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-185- 2.03% |
$6.73K - $7.22K
|
8.93K
$389K
|