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 01, 2023
Q3 2023
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-36.4K- 60.05% |
$1.22M - $1.31M
|
24.2K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-41.2K- 53.97% |
$1.37M - $1.48M
|
35.1K
$1.47M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-46K- 81.57% |
$1.53M - $1.65M
|
10.4K
$435K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-49.2K- 18.01% |
$1.64M - $1.77M
|
224K
$9.36M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-50K- 2.52% |
$1.67M - $1.8M
|
1.93M
$80.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-51.9K- 27.65% |
$1.73M - $1.87M
|
136K
$5.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-53K- 7.3% |
$1.77M - $1.91M
|
673K
$28.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-54.7K- 22.09% |
$1.83M - $1.97M
|
193K
$8.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-58.7K- 7.66% |
$1.96M - $2.11M
|
707K
$29.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-59.1K- 3.99% |
$1.97M - $2.13M
|
1.42M
$59.5M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-62K- 14.56% |
$2.07M - $2.23M
|
364K
$15.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-72.5K- 8.79% |
$2.42M - $2.61M
|
752K
$31.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-82.9K- 28.82% |
$2.77M - $2.98M
|
205K
$8.56M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-83.9K- 7.12% |
$2.8M - $3.02M
|
1.09M
$45.8M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-93.8K- 31.83% |
$3.13M - $3.37M
|
201K
$8.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-102K- 58.91% |
$3.4M - $3.67M
|
71.1K
$2.97M
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-120K- 85.78% |
$4.01M - $4.33M
|
19.9K
$834K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-121K- 19.99% |
$4.02M - $4.33M
|
483K
$20.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-130K- 29.5% |
$4.32M - $4.66M
|
310K
$12.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-156K- 58.09% |
$5.22M - $5.62M
|
113K
$4.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-158K- 68.99% |
$5.29M - $5.7M
|
71.2K
$2.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-159K- 7.5% |
$5.29M - $5.71M
|
1.96M
$81.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-161K- 46.14% |
$5.38M - $5.8M
|
188K
$7.87M
|
|
|
Oct 12, 2023
Q3 2023
|
Churchill Management Corp
|
SELL
|
- |
-196K- 56.7% |
$6.52M - $7.03M
|
149K
$6.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-201K- 21.98% |
$6.69M - $7.22M
|
712K
$29.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-273K- 20.92% |
$9.1M - $9.81M
|
1.03M
$43.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-280K- 12.66% |
$9.35M - $10.1M
|
1.93M
$80.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-290K- 16.86% |
$9.69M - $10.4M
|
1.43M
$59.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-379K- 19.49% |
$12.6M - $13.6M
|
1.57M
$65.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-385K- 48.48% |
$12.9M - $13.9M
|
410K
$17.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-420K- 11.55% |
$14M - $15.1M
|
3.21M
$134M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-741K- 9.3% |
$24.7M - $26.7M
|
7.23M
$302M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.05M- 10.26% |
$35M - $37.7M
|
9.17M
$383M
|