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 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-2.58K- 1.12% |
$98.7K - $112K
|
228K
$9.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.83K- 21.45% |
$108K - $122K
|
10.4K
$451K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-2.97K- 5.15% |
$113K - $128K
|
54.7K
$2.38M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.99K- 8.95% |
$114K - $129K
|
30.4K
$1.32M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-3.25K- 13.96% |
$124K - $140K
|
20K
$872K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.37K- 24.1% |
$129K - $146K
|
10.6K
$463K
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-4.37K- 30.47% |
$167K - $189K
|
9.97K
$435K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-5.02K- 15.75% |
$192K - $217K
|
26.8K
$1.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
SELL
|
- |
-5.15K- 49.08% |
$197K - $222K
|
5.34K
$233K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-5.5K- 48.82% |
$210K - $238K
|
5.77K
$251K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.52K- 15.6% |
$211K - $238K
|
29.9K
$1.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-5.64K- 7.18% |
$215K - $244K
|
73K
$3.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.62K- 3.07% |
$253K - $286K
|
209K
$9.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.76K- 0.66% |
$258K - $292K
|
1.02M
$44.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-6.93K- 46.65% |
$265K - $299K
|
7.92K
$345K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-7K- 27.86% |
$267K - $302K
|
18.1K
$790K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.85K- 8.21% |
$300K - $339K
|
87.7K
$3.82M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-8.81K- 59.51% |
$336K - $380K
|
5.99K
$261K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-9.2K- 47.99% |
$351K - $397K
|
9.97K
$434K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-9.73K- 16.92% |
$372K - $420K
|
47.8K
$2.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-9.85K- 13.47% |
$376K - $425K
|
63.3K
$2.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-13.8K- 74.19% |
$529K - $598K
|
4.82K
$210K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-14.1K- 2.73% |
$537K - $607K
|
501K
$21.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-14.3K- 67.66% |
$546K - $617K
|
6.83K
$298K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-15.9K- 19.52% |
$609K - $689K
|
65.7K
$2.86M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-24.3K- 20.3% |
$929K - $1.05M
|
95.5K
$4.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-25.5K- 46.34% |
$972K - $1.1M
|
29.5K
$1.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-28.2K- 38.17% |
$1.08M - $1.22M
|
45.7K
$1.99M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-29.2K- 37.28% |
$1.12M - $1.26M
|
49.2K
$2.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-32.2K- 28.37% |
$1.23M - $1.39M
|
81.2K
$3.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-33.8K- 15.7% |
$1.29M - $1.46M
|
181K
$7.91M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-35.6K- 18.17% |
$1.36M - $1.54M
|
160K
$6.99M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-36.1K- 87.89% |
$1.38M - $1.56M
|
4.97K
$217K
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-38.8K- 37.41% |
$1.48M - $1.68M
|
64.9K
$2.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-43.3K- 2.19% |
$1.65M - $1.87M
|
1.93M
$84.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-44.2K- 4.0% |
$1.69M - $1.91M
|
1.06M
$46.2M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-53.1K- 91.02% |
$2.03M - $2.29M
|
5.24K
$228K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-54K- 30.1% |
$2.06M - $2.33M
|
125K
$5.46M
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-85.8K- 10.13% |
$3.28M - $3.71M
|
761K
$33.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-86.8K- 52.62% |
$3.31M - $3.75M
|
78.1K
$3.41M
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-87.3K- 31.98% |
$3.33M - $3.77M
|
186K
$8.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-89.2K- 75.42% |
$3.41M - $3.85M
|
29.1K
$1.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-97.2K- 84.6% |
$3.71M - $4.2M
|
17.7K
$771K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-132K- 77.36% |
$5.02M - $5.68M
|
38.5K
$1.68M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-258K- 94.42% |
$9.87M - $11.2M
|
15.3K
$665K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.13M- 72.56% |
$43.2M - $48.8M
|
428K
$18.6M
|