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 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-278- 2.68% |
$10.6K - $12K
|
10.1K
$440K
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-280- 2.73% |
$10.7K - $12.1K
|
9.99K
$435K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-296- 0.75% |
$11.3K - $12.8K
|
39.4K
$1.72M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-299- 2.05% |
$11.4K - $12.9K
|
14.3K
$622K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-303- 1.51% |
$11.6K - $13.1K
|
19.8K
$862K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-330- 4.74% |
$12.6K - $14.3K
|
6.63K
$289K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-375- 78.45% |
$14.3K - $16.2K
|
103
$4.49K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-445- 3.93% |
$17K - $19.2K
|
10.9K
$474K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-523- 0.66% |
$20K - $22.6K
|
79K
$3.44M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-555- 4.3% |
$21.2K - $24K
|
12.4K
$539K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-563- 24.19% |
$21.5K - $24.3K
|
1.76K
$76.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-581- 8.17% |
$22.2K - $25.1K
|
6.53K
$284K
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-595- 1.11% |
$22.7K - $25.7K
|
53.2K
$2.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-600- 60.0% |
$22.9K - $25.9K
|
400
$17.4K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-626- 1.58% |
$23.9K - $27K
|
39K
$1.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-670- 4.48% |
$25.6K - $28.9K
|
14.3K
$622K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-676- 4.22% |
$25.8K - $29.2K
|
15.3K
$668K
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-684- 5.65% |
$26.1K - $29.5K
|
11.4K
$498K
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-710- 7.75% |
$27.1K - $30.7K
|
8.45K
$368K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-714- 2.7% |
$27.3K - $30.8K
|
25.8K
$1.12M
|
|
|
Jul 29, 2025
Q2 2025
|
United Bank
|
SELL
|
- |
-765- 8.96% |
$29.2K - $33K
|
7.77K
$339K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-855- 10.71% |
$32.7K - $36.9K
|
7.13K
$311K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-868- 3.27% |
$33.1K - $37.5K
|
25.7K
$1.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-885- 6.21% |
$33.8K - $38.2K
|
13.4K
$582K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-891- 4.18% |
$34K - $38.5K
|
20.4K
$891K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-899- 7.02% |
$34.3K - $38.8K
|
11.9K
$519K
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-903- 1.17% |
$34.5K - $39K
|
76.4K
$3.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-916- 5.36% |
$35K - $39.6K
|
16.2K
$704K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-939- 7.92% |
$35.9K - $40.6K
|
10.9K
$476K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-992- 3.16% |
$37.9K - $42.8K
|
30.4K
$1.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-1.01K- 2.74% |
$38.4K - $43.4K
|
35.8K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.03K- 8.96% |
$39.2K - $44.4K
|
10.4K
$455K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-1.05K- 16.97% |
$40.1K - $45.4K
|
5.14K
$224K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.08K- 15.44% |
$41.2K - $46.6K
|
5.9K
$257K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.14K- 2.42% |
$43.5K - $49.2K
|
46K
$2.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.22K- 6.19% |
$46.5K - $52.6K
|
18.5K
$804K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.34K- 11.15% |
$51.1K - $57.7K
|
10.7K
$464K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.46K- 1.69% |
$55.6K - $62.8K
|
84.5K
$3.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.5K- 2.95% |
$57.1K - $64.6K
|
49.3K
$2.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.61K- 2.06% |
$61.6K - $69.7K
|
76.8K
$3.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.61K- 6.88% |
$61.6K - $69.7K
|
21.8K
$952K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.65K- 7.58% |
$63K - $71.3K
|
20.1K
$877K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-1.66K- 20.26% |
$63.5K - $71.8K
|
6.54K
$285K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.68K- 5.22% |
$64K - $72.4K
|
30.4K
$1.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
SELL
|
- |
-1.8K- 9.48% |
$68.9K - $77.9K
|
17.2K
$750K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.11K- 6.95% |
$80.6K - $91.1K
|
28.2K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-2.16K- 30.16% |
$82.5K - $93.2K
|
5K
$218K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.21K- 12.42% |
$84.5K - $95.5K
|
15.6K
$680K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.43K- 2.06% |
$92.6K - $105K
|
115K
$5.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Forge Financial Services LLC
Edmond, OK |
SELL
|
- |
-2.51K- 3.61% |
$95.7K - $108K
|
67K
$2.92M
|