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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-517- 17.35% |
$17.2K - $18.6K
|
2.46K
$107K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-537- 7.04% |
$17.9K - $19.3K
|
7.1K
$309K
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-634- 3.42% |
$21.2K - $22.8K
|
17.9K
$781K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-645- 1.34% |
$21.5K - $23.2K
|
47.6K
$2.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-689- 9.66% |
$23K - $24.8K
|
6.44K
$281K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-740- 1.58% |
$24.7K - $26.6K
|
46.1K
$2.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-747- 5.59% |
$24.9K - $26.9K
|
12.6K
$550K
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-766- 1.1% |
$25.6K - $27.5K
|
68.8K
$3M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-890- 8.07% |
$29.7K - $32K
|
10.1K
$442K
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-935- 4.31% |
$31.2K - $33.6K
|
20.7K
$904K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-950- 1.19% |
$31.7K - $34.2K
|
78.6K
$3.43M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-978- 1.61% |
$32.6K - $35.2K
|
59.7K
$2.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-983- 7.65% |
$32.8K - $35.3K
|
11.9K
$517K
|
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
SELL
|
- |
-1.09K- 4.33% |
$36.4K - $39.3K
|
24.1K
$1.05M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-1.11K- 10.57% |
$37K - $39.9K
|
9.39K
$409K
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.14K- 8.46% |
$37.9K - $40.8K
|
12.3K
$535K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-1.19K- 2.79% |
$39.6K - $42.7K
|
41.5K
$1.81M
|
|
|
Oct 27, 2023
Q3 2023
|
United Bank
|
SELL
|
- |
-1.3K- 10.25% |
$43.3K - $46.7K
|
11.4K
$495K
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
SELL
|
- |
-1.32K- 5.87% |
$44.2K - $47.6K
|
21.2K
$926K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.33K- 14.0% |
$44.5K - $47.9K
|
8.19K
$357K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.34K- 7.8% |
$44.7K - $48.2K
|
15.8K
$691K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.58K- 12.18% |
$52.6K - $56.7K
|
11.4K
$496K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.59K- 5.22% |
$53.1K - $57.3K
|
28.9K
$1.26M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.65K- 10.22% |
$55.1K - $59.4K
|
14.5K
$633K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.69K- 9.38% |
$56.2K - $60.6K
|
16.3K
$710K
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-1.88K- 1.0% |
$62.8K - $67.6K
|
187K
$8.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.9K- 4.42% |
$63.4K - $68.4K
|
41.1K
$1.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.96K- 2.08% |
$65.2K - $70.3K
|
92.1K
$4.01M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.01K- 22.19% |
$67.2K - $72.4K
|
7.06K
$308K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-2.07K- 8.57% |
$69.2K - $74.5K
|
22.1K
$964K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.1K- 63.69% |
$70.1K - $75.5K
|
1.2K
$52.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-2.23K- 19.82% |
$74.2K - $80K
|
9K
$392K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.38K- 20.94% |
$79.4K - $85.5K
|
8.98K
$391K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.47K- 25.25% |
$82.3K - $88.7K
|
7.31K
$318K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-2.49K- 21.94% |
$83K - $89.5K
|
8.85K
$386K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.63K- 2.62% |
$87.6K - $94.4K
|
97.6K
$4.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.72K- 9.31% |
$90.7K - $97.8K
|
26.5K
$1.15M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.76K- 4.75% |
$92.1K - $99.2K
|
55.4K
$2.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.83K- 1.49% |
$94.3K - $102K
|
188K
$8.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-3K- 12.77% |
$100K - $108K
|
20.5K
$893K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.03K- 3.93% |
$101K - $109K
|
74K
$3.23M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.05K- 12.03% |
$102K - $110K
|
22.3K
$972K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.08K- 3.39% |
$103K - $111K
|
87.8K
$3.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-3.22K- 5.32% |
$108K - $116K
|
57.4K
$2.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.24K- 9.05% |
$108K - $117K
|
32.6K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.43K- 21.04% |
$114K - $123K
|
12.9K
$561K
|
|
|
Oct 24, 2023
Q3 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-3.67K- 2.99% |
$122K - $132K
|
119K
$5.19M
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-3.95K- 38.99% |
$132K - $142K
|
6.19K
$270K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-4.63K- 0.39% |
$155K - $167K
|
1.19M
$52M
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-4.8K- 40.52% |
$160K - $172K
|
7.04K
$307K
|