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 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
90+ 1.08% |
$3.44K - $3.89K
|
8.46K
$369K
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
84+ 0.31% |
$3.21K - $3.63K
|
26.8K
$1.17M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
83+ 0.63% |
$3.17K - $3.58K
|
13.2K
$573K
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
74+ 1.09% |
$2.83K - $3.2K
|
6.85K
$298K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
68New |
$2.6K - $2.94K
|
68
$2.96K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
58+ 0.76% |
$2.22K - $2.51K
|
7.73K
$337K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
52+ 0.95% |
$1.99K - $2.25K
|
5.51K
$240K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
52+ 1.36% |
$1.99K - $2.25K
|
3.89K
$169K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
51+ 0.81% |
$1.95K - $2.2K
|
6.35K
$277K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
48+ 0.7% |
$1.83K - $2.07K
|
6.91K
$301K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
43+ 0.7% |
$1.64K - $1.86K
|
6.19K
$270K
|
|
|
Aug 04, 2025
Q2 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
37+ 0.61% |
$1.41K - $1.6K
|
6.14K
$267K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
37+ 1.14% |
$1.41K - $1.6K
|
3.29K
$143K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
36+ 1.1% |
$1.37K - $1.55K
|
3.31K
$144K
|
|
|
Aug 08, 2025
Q2 2025
|
1776 Wealth LLC
|
BUY
|
- |
35+ 0.26% |
$1.34K - $1.51K
|
13.7K
$598K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
35+ 0.63% |
$1.34K - $1.51K
|
5.55K
$242K
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
29+ 0.41% |
$1.11K - $1.25K
|
7.05K
$307K
|
|
|
Aug 01, 2025
Q2 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
27+ 0.24% |
$1.03K - $1.17K
|
11.2K
$487K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
26+ 0.47% |
$993 - $1.12K
|
5.51K
$240K
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
24+ 0.07% |
$917 - $1.04K
|
32.7K
$1.43M
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
14New |
$535 - $605
|
14
$610
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
13+ 0.54% |
$496 - $561
|
2.43K
$106K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
12+ 0.23% |
$458 - $518
|
5.23K
$228K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
11+ 0.91% |
$420 - $475
|
1.22K
$53.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
8+ 1.13% |
$306 - $346
|
714
$31.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
7+ 0.13% |
$267 - $302
|
5.35K
$233K
|
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
3+ 0.03% |
$115 - $130
|
10.6K
$462K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.02% |
$38.2 - $43.2
|
4.1K
$179K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.73% |
$38.2 - $43.2
|
138
$6.01K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7- 0.14% |
$267 - $302
|
4.89K
$213K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-11- 0.22% |
$420 - $475
|
5.05K
$220K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-20- 0.19% |
$764 - $864
|
10.4K
$452K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-28- 0.11% |
$1.07K - $1.21K
|
26.5K
$1.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-30- 1.66% |
$1.15K - $1.3K
|
1.78K
$77.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-56- 0.12% |
$2.14K - $2.42K
|
48K
$2.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-63- 0.55% |
$2.41K - $2.72K
|
11.4K
$495K
|
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-72- 0.83% |
$2.75K - $3.11K
|
8.58K
$374K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-106- 0.75% |
$4.05K - $4.58K
|
14.1K
$613K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-113- 0.55% |
$4.32K - $4.88K
|
20.4K
$891K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-120- 2.23% |
$4.58K - $5.18K
|
5.27K
$230K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-141- 1.77% |
$5.38K - $6.09K
|
7.83K
$341K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-149- 0.97% |
$5.69K - $6.44K
|
15.2K
$663K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-150- 26.93% |
$5.73K - $6.48K
|
407
$17.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-170- 0.96% |
$6.49K - $7.34K
|
17.6K
$765K
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-170- 2.45% |
$6.49K - $7.34K
|
6.76K
$295K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-178- 2.25% |
$6.8K - $7.69K
|
7.73K
$337K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-186- 1.49% |
$7.1K - $8.03K
|
12.3K
$538K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-204- 0.95% |
$7.79K - $8.81K
|
21.4K
$931K
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-240- 3.46% |
$9.17K - $10.4K
|
6.7K
$292K
|