Purchases and Sales Made in Q3 2024 in First Tr Morningstar Dividend (FDL)
This table provides information about the institutional ownership of First Tr Morningstar Dividend (FDL) during Q3 2024. 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 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
13.5KNew |
$509K - $568K
|
13.5K
$567K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
13.2KNew |
$496K - $554K
|
13.2K
$553K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
12.8K+ 42.6% |
$482K - $538K
|
42.8K
$1.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
11.4K+ 18.61% |
$429K - $479K
|
72.6K
$3.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
11.3K+ 18.7% |
$426K - $475K
|
71.7K
$3.01M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
11KNew |
$416K - $464K
|
11K
$463K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10.6K+ 40.81% |
$399K - $445K
|
36.5K
$1.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.09K+ 11.47% |
$342K - $382K
|
88.4K
$3.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
9.04K+ 11.29% |
$340K - $380K
|
89.1K
$3.74M
|
|
|
Oct 22, 2024
Q3 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
8.28KNew |
$312K - $348K
|
8.28K
$347K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.74KNew |
$292K - $326K
|
7.74K
$325K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.57KNew |
$285K - $318K
|
7.57K
$318K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
6.97K+ 52.46% |
$263K - $293K
|
20.3K
$850K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
6.87K+ 59.46% |
$259K - $289K
|
18.4K
$773K
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
6.81K+ 3.02% |
$257K - $286K
|
232K
$9.74M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
6.68K+ 216.93% |
$251K - $281K
|
9.76K
$409K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.33K+ 56.07% |
$238K - $266K
|
17.6K
$739K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
6.18KNew |
$233K - $260K
|
6.18K
$259K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
6.03KNew |
$227K - $254K
|
6.03K
$253K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.97KNew |
$225K - $251K
|
5.97K
$250K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.79K+ 35.05% |
$218K - $244K
|
22.3K
$936K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
5.78K+ 58.4% |
$218K - $243K
|
15.7K
$658K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
5.7K+ 8.06% |
$215K - $240K
|
76.5K
$3.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
5.54K+ 3.86% |
$209K - $233K
|
149K
$6.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.19K+ 5.06% |
$195K - $218K
|
108K
$4.52M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.13KNew |
$193K - $216K
|
5.13K
$215K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.03K+ 18.36% |
$189K - $212K
|
32.4K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.99KNew |
$188K - $210K
|
4.99K
$209K
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
BUY
|
- |
4.17K+ 2.52% |
$157K - $176K
|
170K
$7.13M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.06K+ 20.26% |
$153K - $171K
|
24.1K
$1.01M
|
|
|
Oct 10, 2024
Q3 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
3.99K+ 19.88% |
$150K - $168K
|
24.1K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
3.93K+ 1.93% |
$148K - $165K
|
208K
$8.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.87K+ 43.32% |
$146K - $163K
|
12.8K
$537K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
3.84KNew |
$144K - $161K
|
3.84K
$161K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.78K+ 2.91% |
$142K - $159K
|
134K
$5.62M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.53K+ 7.97% |
$133K - $148K
|
47.8K
$2.01M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.38K+ 33.58% |
$127K - $142K
|
13.4K
$564K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
3.37K+ 34.91% |
$127K - $142K
|
13K
$546K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.28K+ 3.63% |
$123K - $138K
|
93.7K
$3.93M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.25K+ 2.63% |
$123K - $137K
|
127K
$5.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.16K+ 9.55% |
$119K - $133K
|
36.3K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.11K+ 4.37% |
$117K - $131K
|
74.3K
$3.12M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.03K+ 0.54% |
$114K - $128K
|
566K
$23.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.03K+ 15.78% |
$114K - $127K
|
22.2K
$932K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.79K+ 6.47% |
$105K - $117K
|
46K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.75K+ 17.68% |
$103K - $115K
|
18.3K
$767K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.7K+ 0.14% |
$102K - $113K
|
1.94M
$81.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
2.58K+ 29.06% |
$97.1K - $108K
|
11.4K
$480K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
2.5K+ 3.43% |
$94.2K - $105K
|
75.4K
$3.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.5K+ 13.42% |
$94K - $105K
|
21.1K
$886K
|