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 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.3K+ 1.56% |
$49.5K - $56K
|
84.2K
$3.67M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.3K+ 4.45% |
$49.5K - $56K
|
30.5K
$1.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.27K+ 0.71% |
$48.7K - $55K
|
181K
$7.88M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.22K+ 2.38% |
$46.6K - $52.6K
|
52.5K
$2.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.2KNew |
$45.8K - $51.8K
|
1.2K
$52.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.17K+ 6.63% |
$44.6K - $50.4K
|
18.8K
$819K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.14K+ 134.4% |
$43.4K - $49.1K
|
1.98K
$86.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.11K+ 2.32% |
$42.4K - $47.9K
|
48.8K
$2.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
935+ 0.59% |
$35.7K - $40.4K
|
159K
$6.92M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
935+ 17.51% |
$35.7K - $40.4K
|
6.28K
$274K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
900New |
$34.4K - $38.9K
|
900
$39.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
875+ 4.97% |
$33.4K - $37.8K
|
18.5K
$806K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
756+ 5.01% |
$28.9K - $32.7K
|
15.8K
$690K
|
|
|
Aug 05, 2025
Q2 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
701+ 0.97% |
$26.8K - $30.3K
|
73K
$3.18M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
624+ 10.65% |
$23.8K - $27K
|
6.48K
$282K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
611+ 0.75% |
$23.3K - $26.4K
|
82.3K
$3.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
608+ 1.96% |
$23.2K - $26.3K
|
31.6K
$1.38M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
569+ 0.58% |
$21.7K - $24.6K
|
99.5K
$4.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
567+ 0.87% |
$21.7K - $24.5K
|
65.6K
$2.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
563+ 0.73% |
$21.5K - $24.3K
|
77.7K
$3.39M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
556+ 1.76% |
$21.2K - $24K
|
32.2K
$1.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
529+ 9.04% |
$20.2K - $22.8K
|
6.38K
$278K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
483+ 1.99% |
$18.4K - $20.9K
|
24.8K
$1.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
470+ 4.0% |
$17.9K - $20.3K
|
12.2K
$532K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
461+ 6.59% |
$17.6K - $19.9K
|
7.45K
$325K
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
460+ 1.26% |
$17.6K - $19.9K
|
36.9K
$1.61M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
401+ 8.63% |
$15.3K - $17.3K
|
5.05K
$220K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
372+ 1.19% |
$14.2K - $16.1K
|
31.7K
$1.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
366+ 5.26% |
$14K - $15.8K
|
7.33K
$319K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
355New |
$13.6K - $15.3K
|
355
$15.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
346+ 1.79% |
$13.2K - $14.9K
|
19.7K
$858K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
333New |
$12.7K - $14.4K
|
333
$14.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
328+ 2.83% |
$12.5K - $14.2K
|
11.9K
$520K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
314+ 3140.0% |
$12K - $13.6K
|
324
$14.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
310+ 1.09% |
$11.8K - $13.4K
|
28.7K
$1.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
296+ 2.41% |
$11.3K - $12.8K
|
12.6K
$549K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
288+ 1.53% |
$11K - $12.4K
|
19.1K
$833K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
250+ 2.77% |
$9.55K - $10.8K
|
9.27K
$404K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
245+ 3.7% |
$9.36K - $10.6K
|
6.87K
$300K
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
190+ 0.31% |
$7.26K - $8.21K
|
61.2K
$2.67M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
180+ 17.91% |
$6.87K - $7.77K
|
1.19K
$51.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
173+ 0.45% |
$6.61K - $7.47K
|
38.7K
$1.69M
|
|
|
Aug 06, 2025
Q2 2025
|
Eukles Asset Management
|
BUY
|
- |
150New |
$5.73K - $6.48K
|
150
$6.54K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
147+ 42.86% |
$5.61K - $6.35K
|
490
$21.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
145+ 0.54% |
$5.54K - $6.26K
|
27.1K
$1.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
144+ 0.74% |
$5.5K - $6.22K
|
19.6K
$856K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
129+ 0.27% |
$4.93K - $5.57K
|
48.4K
$2.11M
|
|
|
Jul 30, 2025
Q2 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
120+ 1.52% |
$4.58K - $5.18K
|
8.03K
$350K
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
116+ 0.29% |
$4.43K - $5.01K
|
40.5K
$1.76M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
113+ 0.07% |
$4.32K - $4.88K
|
173K
$7.55M
|