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 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
7K+ 70.0% |
$267K - $302K
|
17K
$741K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
6.6K+ 88.3% |
$252K - $285K
|
14.1K
$613K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6.52K+ 4.4% |
$249K - $282K
|
155K
$6.74M
|
|
|
Jul 30, 2025
Q2 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
6.49K+ 43.28% |
$248K - $280K
|
21.5K
$936K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.21KNew |
$237K - $268K
|
6.21K
$271K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.8KNew |
$222K - $251K
|
5.8K
$253K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
5.7KNew |
$218K - $246K
|
5.7K
$249K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
5.67KNew |
$216K - $245K
|
5.67K
$247K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.44K+ 25.31% |
$208K - $235K
|
26.9K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.25K+ 14.06% |
$200K - $227K
|
42.6K
$1.86M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
5.2K+ 1.82% |
$199K - $225K
|
291K
$12.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
5.18K+ 15.3% |
$198K - $224K
|
39K
$1.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5.13K+ 10.48% |
$196K - $222K
|
54.1K
$2.36M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
5K+ 2.02% |
$191K - $216K
|
252K
$11M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.93KNew |
$188K - $213K
|
4.93K
$215K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.91K+ 36.51% |
$187K - $212K
|
18.3K
$800K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.81K+ 4.0% |
$184K - $208K
|
125K
$5.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.64K+ 83.9% |
$177K - $200K
|
10.2K
$443K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
4.5K+ 78.65% |
$172K - $194K
|
10.2K
$445K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
4.47K+ 48.87% |
$171K - $193K
|
13.6K
$593K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
4.29K+ 103.82% |
$164K - $185K
|
8.42K
$367K
|
|
|
Aug 12, 2025
Q2 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
4.25K+ 15.24% |
$162K - $184K
|
32.2K
$1.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.22K+ 2.17% |
$161K - $182K
|
199K
$8.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.79K+ 30.4% |
$145K - $164K
|
16.2K
$708K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.62K+ 10.14% |
$138K - $156K
|
39.3K
$1.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.55K+ 4.15% |
$136K - $153K
|
89.2K
$3.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
3.42K+ 2.67% |
$130K - $147K
|
132K
$5.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.35K+ 4.06% |
$128K - $145K
|
86.1K
$3.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.35K+ 7.92% |
$128K - $145K
|
45.6K
$1.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.3K+ 5.84% |
$126K - $142K
|
59.8K
$2.61M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
3.19K+ 18.63% |
$122K - $138K
|
20.3K
$886K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.95K+ 7.19% |
$113K - $128K
|
44.1K
$1.92M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.92K+ 23.04% |
$111K - $126K
|
15.6K
$678K
|
|
|
Jul 31, 2025
Q2 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
2.79K+ 1.84% |
$106K - $120K
|
154K
$6.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
2.54K+ 2.42% |
$96.9K - $110K
|
108K
$4.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
2.3K+ 1.92% |
$87.9K - $99.4K
|
122K
$5.34M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.14K+ 6.49% |
$81.8K - $92.5K
|
35.1K
$1.53M
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
2.14K+ 1.16% |
$81.7K - $92.4K
|
186K
$8.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.12K+ 8.67% |
$80.8K - $91.4K
|
26.5K
$1.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.1K+ 29.83% |
$80.2K - $90.7K
|
9.14K
$398K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
1.97K+ 0.38% |
$75.1K - $84.9K
|
520K
$22.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.62K+ 28.69% |
$61.8K - $69.8K
|
7.25K
$316K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.48K+ 5.94% |
$56.7K - $64.1K
|
26.5K
$1.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.45KNew |
$55.5K - $62.7K
|
1.45K
$63.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Hc Advisors, LLC
|
BUY
|
- |
1.44K+ 0.38% |
$54.8K - $62K
|
380K
$16.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.39K+ 27.72% |
$53K - $60K
|
6.4K
$279K
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
1.39K+ 6.23% |
$52.9K - $59.8K
|
23.6K
$1.03M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.37K+ 4.52% |
$52.2K - $59K
|
31.6K
$1.38M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1.33KNew |
$50.8K - $57.4K
|
1.33K
$58K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.32K+ 8.01% |
$50.3K - $56.9K
|
17.8K
$774K
|