Purchases and Sales Made in Q3 2023 in First Tr Morningstar Dividend (FDL)
This table provides information about the institutional ownership of First Tr Morningstar Dividend (FDL) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
6.7KNew |
$224K - $241K
|
6.7K
$292K
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
6.56KNew |
$219K - $236K
|
6.56K
$286K
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
6.54KNew |
$218K - $235K
|
6.54K
$285K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.51KNew |
$217K - $234K
|
6.51K
$284K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.17K+ 39.2% |
$206K - $222K
|
21.9K
$955K
|
|
|
Nov 07, 2023
Q3 2023
|
Hc Advisors, LLC
|
BUY
|
- |
6.13K+ 2.05% |
$204K - $220K
|
305K
$13.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Pacific Wealth Management
|
BUY
|
- |
5.7K+ 5.1% |
$190K - $205K
|
118K
$5.12M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.63K+ 16.0% |
$188K - $202K
|
40.8K
$1.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.64K+ 5.42% |
$155K - $167K
|
90.3K
$3.93M
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
4.59K+ 51.57% |
$153K - $165K
|
13.5K
$588K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4.55KNew |
$152K - $164K
|
4.55K
$198K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.54K+ 26.74% |
$151K - $163K
|
21.5K
$938K
|
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
4.29K+ 3.21% |
$143K - $154K
|
138K
$6.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.26K+ 21.18% |
$142K - $153K
|
24.3K
$1.06M
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
4.21K+ 1.04% |
$140K - $151K
|
408K
$17.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
4.15K+ 17.8% |
$138K - $149K
|
27.4K
$1.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
4.08K+ 30.62% |
$136K - $147K
|
17.4K
$758K
|
|
|
Oct 25, 2023
Q3 2023
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
4.05K+ 1.59% |
$135K - $146K
|
259K
$11.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
3.93K+ 2.77% |
$131K - $141K
|
146K
$6.35M
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3.24K+ 4.69% |
$108K - $117K
|
72.4K
$3.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.02K+ 6.54% |
$101K - $109K
|
49.1K
$2.14M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.93K+ 4.13% |
$97.8K - $105K
|
73.9K
$3.22M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.8K+ 49.6% |
$93.4K - $101K
|
8.45K
$368K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.01K+ 21.27% |
$67K - $72.2K
|
11.5K
$499K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2K+ 16.35% |
$66.8K - $72K
|
14.2K
$621K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
2KNew |
$66.7K - $71.9K
|
2K
$87.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.97K+ 16.58% |
$65.7K - $70.8K
|
13.9K
$604K
|
|
|
Nov 06, 2023
Q3 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.95K+ 1.19% |
$65.1K - $70.1K
|
166K
$7.22M
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.75K+ 5.8% |
$58.4K - $63K
|
31.9K
$1.39M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.71K+ 27.44% |
$56.9K - $61.4K
|
7.93K
$346K
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.28K+ 17.25% |
$42.7K - $46K
|
8.7K
$379K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
1.06K+ 2.28% |
$35.5K - $38.3K
|
47.8K
$2.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.05K+ 11.58% |
$35.1K - $37.9K
|
10.1K
$442K
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
1.04K+ 15.27% |
$34.8K - $37.5K
|
7.88K
$343K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.04K+ 4.2% |
$34.6K - $37.3K
|
25.8K
$1.12M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
972+ 3.34% |
$32.4K - $35K
|
30.1K
$1.31M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
860New |
$28.7K - $30.9K
|
860
$37.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
846+ 1.68% |
$28.2K - $30.4K
|
51.2K
$2.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
799+ 2.45% |
$26.7K - $28.7K
|
33.5K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
652+ 2.7% |
$21.8K - $23.4K
|
24.8K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
540+ 2.14% |
$18K - $19.4K
|
25.8K
$1.13M
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
515+ 0.62% |
$17.2K - $18.5K
|
83.5K
$3.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
500New |
$16.7K - $18K
|
500
$21.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
466New |
$15.5K - $16.8K
|
466
$20.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
439New |
$14.6K - $15.8K
|
439
$19.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
404+ 1.71% |
$13.5K - $14.5K
|
24.1K
$1.05M
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
396+ 2.33% |
$13.2K - $14.2K
|
17.4K
$757K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
331+ 1.14% |
$11K - $11.9K
|
29.4K
$1.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
302+ 2.5% |
$10.1K - $10.9K
|
12.4K
$540K
|
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
265+ 0.38% |
$8.84K - $9.53K
|
70K
$3.05M
|