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 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-72.3K- 34.27% |
$2.72M - $3.04M
|
139K
$6.04M
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-77.5K- 46.02% |
$2.92M - $3.26M
|
90.9K
$3.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-79.5K- 66.13% |
$2.99M - $3.34M
|
40.7K
$1.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-87K- 25.27% |
$3.28M - $3.66M
|
257K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-89.7K- 89.96% |
$3.38M - $3.77M
|
10K
$436K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-121K- 50.59% |
$4.55M - $5.08M
|
118K
$5.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-159K- 96.78% |
$5.98M - $6.68M
|
5.29K
$230K
|
|
|
Nov 07, 2024
Q3 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-221K- 78.66% |
$8.31M - $9.28M
|
59.9K
$2.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-770K- 32.9% |
$29M - $32.4M
|
1.57M
$68.4M
|