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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
23.8K+ 6.79% |
$910K - $1.03M
|
375K
$16.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22.8KNew |
$869K - $983K
|
22.8K
$992K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
22.7KNew |
$867K - $980K
|
22.7K
$989K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21.8K+ 17.49% |
$834K - $943K
|
147K
$6.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Barings LLC
|
BUY
|
- |
21.6K+ 32.32% |
$824K - $932K
|
88.3K
$3.85M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21.5K+ 20.53% |
$822K - $930K
|
126K
$5.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
21K+ 45.84% |
$801K - $906K
|
66.7K
$2.91M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
20.9KNew |
$797K - $901K
|
20.9K
$909K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20K+ 3.23% |
$763K - $863K
|
639K
$27.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
18.9K+ 22.1% |
$723K - $818K
|
105K
$4.56M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
18.5K+ 154.71% |
$706K - $798K
|
30.4K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
18K+ 18.94% |
$689K - $779K
|
113K
$4.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17.2K+ 23.66% |
$656K - $742K
|
89.8K
$3.91M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
17.1K+ 16.7% |
$653K - $738K
|
119K
$5.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
16.9K+ 24.89% |
$647K - $732K
|
85K
$3.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.9K+ 9.7% |
$646K - $730K
|
191K
$8.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
16.6K+ 247.09% |
$635K - $718K
|
23.3K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
16.6K+ 55.62% |
$633K - $715K
|
46.3K
$2.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
16.4K+ 10.14% |
$627K - $710K
|
178K
$7.77M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
15.9KNew |
$608K - $687K
|
15.9K
$694K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
14.6K+ 20.76% |
$559K - $632K
|
85.2K
$3.71M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.6K+ 3.41% |
$557K - $630K
|
443K
$19.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
13.1KNew |
$499K - $564K
|
13.1K
$569K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
13K+ 38.7% |
$495K - $560K
|
46.5K
$2.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
12.7K+ 89.46% |
$484K - $547K
|
26.8K
$1.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
12.5KNew |
$478K - $540K
|
12.5K
$545K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
12.3K+ 10.95% |
$470K - $531K
|
125K
$5.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
12.2K+ 75.08% |
$464K - $525K
|
28.4K
$1.24M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
11.4KNew |
$437K - $494K
|
11.4K
$498K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
11K+ 10.92% |
$420K - $475K
|
112K
$4.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
10.9KNew |
$415K - $470K
|
10.9K
$474K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
10.8K+ 106.96% |
$414K - $468K
|
21K
$914K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
10.4KNew |
$395K - $447K
|
10.4K
$451K
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
10.3K+ 59.03% |
$393K - $445K
|
27.8K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.3K+ 7.34% |
$393K - $444K
|
150K
$6.56M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
10K+ 9.01% |
$384K - $434K
|
122K
$5.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
9.99K+ 0.56% |
$382K - $432K
|
1.78M
$77.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
9.84KNew |
$376K - $425K
|
9.84K
$429K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
9.73K+ 7.0% |
$372K - $420K
|
149K
$6.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.37K+ 19.77% |
$358K - $405K
|
56.8K
$2.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
8.71K+ 1.73% |
$333K - $376K
|
511K
$22.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
8.53KNew |
$326K - $368K
|
8.53K
$372K
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
8.5KNew |
$325K - $367K
|
8.5K
$371K
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
8.18KNew |
$312K - $353K
|
8.18K
$357K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8.18K+ 78.52% |
$312K - $353K
|
18.6K
$811K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.97K+ 56.29% |
$304K - $344K
|
22.1K
$964K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.79K+ 159.66% |
$297K - $336K
|
12.7K
$552K
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
7.7KNew |
$294K - $332K
|
7.7K
$335K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
7.68K+ 553.42% |
$293K - $332K
|
9.06K
$395K
|
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
7.4KNew |
$283K - $320K
|
7.4K
$322K
|