Purchases and Sales Made in Q2 2025 in First Tr Morningstar Dividend (FDL)
This table provides information about the institutional ownership of First Tr Morningstar Dividend (FDL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.11M+ 10.34% |
$42.4M - $47.9M
|
11.9M
$516M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
698K+ 131.39% |
$26.6M - $30.1M
|
1.23M
$53.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
590K+ 17.77% |
$22.5M - $25.5M
|
3.91M
$170M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
412K+ 10.79% |
$15.7M - $17.8M
|
4.23M
$184M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
363K+ 4.86% |
$13.9M - $15.7M
|
7.84M
$342M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
324K+ 16.28% |
$12.4M - $14M
|
2.31M
$101M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
262K+ 9.34% |
$10M - $11.3M
|
3.07M
$134M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
247K+ 13.66% |
$9.44M - $10.7M
|
2.06M
$89.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
214K+ 11.47% |
$8.16M - $9.22M
|
2.08M
$90.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
197K+ 38.38% |
$7.53M - $8.51M
|
711K
$31M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
194K+ 18.19% |
$7.43M - $8.4M
|
1.26M
$55.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
188K+ 12.15% |
$7.17M - $8.11M
|
1.73M
$75.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Del Sette Capital Management, LLC
|
BUY
|
- |
185KNew |
$7.06M - $7.99M
|
185K
$8.06M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
154K+ 1875.43% |
$5.88M - $6.65M
|
162K
$7.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
148KNew |
$5.64M - $6.38M
|
148K
$6.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
146K+ 6.17% |
$5.58M - $6.31M
|
2.52M
$110M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
132K+ 1316.81% |
$5.03M - $5.69M
|
142K
$6.17M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
125KNew |
$4.79M - $5.42M
|
125K
$5.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
85.2K+ 76.65% |
$3.25M - $3.68M
|
196K
$8.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
82K+ 26.56% |
$3.13M - $3.54M
|
391K
$17M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
80.9KNew |
$3.09M - $3.49M
|
80.9K
$3.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
75.9K+ 40.84% |
$2.9M - $3.28M
|
262K
$11.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
71.4KNew |
$2.73M - $3.08M
|
71.4K
$3.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
69.5K+ 185.73% |
$2.65M - $3M
|
107K
$4.66M
|
|
|
Jul 23, 2025
Q2 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
57KNew |
$2.18M - $2.46M
|
57K
$2.49M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
56.3K+ 34.12% |
$2.15M - $2.43M
|
221K
$9.64M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
55.8K+ 952.17% |
$2.13M - $2.41M
|
61.6K
$2.69M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
51.2K+ 8.53% |
$1.96M - $2.21M
|
652K
$28.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
47.6K+ 79.91% |
$1.82M - $2.06M
|
107K
$4.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
45KNew |
$1.72M - $1.94M
|
45K
$1.96M
|
|
|
Jul 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
44.9K+ 22.2% |
$1.71M - $1.94M
|
247K
$10.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
43KNew |
$1.64M - $1.86M
|
43K
$1.88M
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
43KNew |
$1.64M - $1.86M
|
43K
$1.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
42KNew |
$1.6M - $1.81M
|
42K
$1.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
41.8K+ 164.12% |
$1.6M - $1.81M
|
67.3K
$2.93M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
38.7K+ 8.87% |
$1.48M - $1.67M
|
476K
$20.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
38.4K+ 37.58% |
$1.47M - $1.66M
|
141K
$6.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
37K+ 104.86% |
$1.41M - $1.6M
|
72.2K
$3.15M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
36.5K+ 36.55% |
$1.39M - $1.58M
|
136K
$5.94M
|
|
|
Jul 29, 2025
Q2 2025
|
Manchester Financial Inc
|
BUY
|
- |
34.5K+ 14.61% |
$1.32M - $1.49M
|
271K
$11.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
33.8K+ 23.86% |
$1.29M - $1.46M
|
176K
$7.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
29.9KNew |
$1.14M - $1.29M
|
29.9K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
29.8K+ 1.27% |
$1.14M - $1.29M
|
2.38M
$104M
|
|
|
Jul 22, 2025
Q2 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
29.8K+ 31.19% |
$1.14M - $1.29M
|
125K
$5.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
28.9K+ 56.53% |
$1.1M - $1.25M
|
80K
$3.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
28.1KNew |
$1.07M - $1.22M
|
28.1K
$1.23M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
27.7K+ 15.59% |
$1.06M - $1.19M
|
205K
$8.94M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.2K+ 2.99% |
$1.04M - $1.17M
|
937K
$40.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
26.4KNew |
$1.01M - $1.14M
|
26.4K
$1.15M
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
24.1K+ 72.42% |
$919K - $1.04M
|
57.3K
$2.5M
|