Purchases and Sales Made in Q4 2022 in First Tr Morningstar Dividend (FDL)
This table provides information about the institutional ownership of First Tr Morningstar Dividend (FDL) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
7+ 0.98% |
$231 - $266
|
718
$30K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
6+ 0.15% |
$198 - $228
|
3.99K
$167K
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
6+ 0.04% |
$198 - $228
|
13.5K
$564K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-13- 0.45% |
$430 - $495
|
2.89K
$121K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-69- 6.93% |
$2.28K - $2.63K
|
926
$38.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-93- 1.37% |
$3.08K - $3.54K
|
6.69K
$280K
|
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
SELL
|
- |
-156- 0.68% |
$5.16K - $5.94K
|
22.8K
$953K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-170- 3.05% |
$5.62K - $6.47K
|
5.41K
$226K
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-187- 0.1% |
$6.18K - $7.12K
|
196K
$8.2M
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-194- 2.85% |
$6.42K - $7.39K
|
6.6K
$276K
|
|
|
Feb 06, 2023
Q4 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-195- 2.27% |
$6.45K - $7.42K
|
8.39K
$351K
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
SELL
|
- |
-227- 0.3% |
$7.51K - $8.64K
|
75.6K
$3.16M
|
|
|
Feb 15, 2023
Q4 2022
|
1776 Wealth LLC
|
SELL
|
- |
-235- 1.43% |
$7.77K - $8.95K
|
16.2K
$677K
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-300Closed |
$9.92K - $11.4K
|
0
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
SELL
|
- |
-473- 7.03% |
$15.6K - $18K
|
6.26K
$262K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-476- 3.94% |
$15.7K - $18.1K
|
11.6K
$485K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-698- 0.36% |
$23.1K - $26.6K
|
191K
$7.99M
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-707- 14.95% |
$23.4K - $26.9K
|
4.02K
$168K
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-709- 7.48% |
$23.4K - $27K
|
8.77K
$367K
|
|
|
Feb 10, 2023
Q4 2022
|
United Bank
|
SELL
|
- |
-907- 6.38% |
$30K - $34.5K
|
13.3K
$556K
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-950- 1.4% |
$31.4K - $36.2K
|
66.8K
$2.79M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-991- 5.84% |
$32.8K - $37.7K
|
16K
$668K
|
|
|
Feb 02, 2023
Q4 2022
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-1K- 7.95% |
$33.1K - $38.1K
|
11.6K
$484K
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.05K- 0.45% |
$34.7K - $40K
|
232K
$9.71M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.16K- 7.55% |
$38.3K - $44K
|
14.2K
$593K
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.16K- 3.92% |
$38.5K - $44.3K
|
28.5K
$1.19M
|
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1.25K- 10.55% |
$41.3K - $47.5K
|
10.6K
$442K
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
SELL
|
- |
-1.42K- 11.89% |
$46.8K - $53.9K
|
10.5K
$439K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.87K- 6.97% |
$61.7K - $71K
|
24.9K
$1.04M
|
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.87K- 0.47% |
$61.9K - $71.3K
|
397K
$16.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-1.88K- 29.01% |
$62.2K - $71.6K
|
4.6K
$192K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-2K- 3.0% |
$66.1K - $76.1K
|
64.6K
$2.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-2.03K- 0.83% |
$67.2K - $77.4K
|
242K
$10.1M
|
|
|
Apr 24, 2024
Q4 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-2.1K- 1.1% |
$69.3K - $79.8K
|
188K
$7.87M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.1K- 7.42% |
$69.4K - $79.9K
|
26.2K
$1.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Churchill Management Corp
|
SELL
|
- |
-2.4K- 0.68% |
$79.2K - $91.2K
|
350K
$14.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-2.63K- 10.18% |
$87K - $100K
|
23.2K
$971K
|
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2.71K- 25.21% |
$89.5K - $103K
|
8.03K
$336K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.82K- 5.21% |
$93.3K - $107K
|
51.3K
$2.15M
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-3.08K- 17.21% |
$102K - $117K
|
14.8K
$619K
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-3.6K- 10.5% |
$119K - $137K
|
30.6K
$1.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.94K- 15.15% |
$130K - $150K
|
22.1K
$923K
|
|
|
Feb 14, 2023
Q4 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-4.26K- 4.22% |
$141K - $162K
|
96.7K
$4.04M
|
|
|
Feb 02, 2023
Q4 2022
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-4.5K- 3.94% |
$149K - $171K
|
110K
$4.59M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.96K- 3.63% |
$164K - $189K
|
132K
$5.51M
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
SELL
|
- |
-4.98K- 10.58% |
$165K - $190K
|
42.1K
$1.76M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-5.79K- 47.33% |
$191K - $220K
|
6.44K
$269K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.99K- 17.14% |
$198K - $228K
|
28.9K
$1.21M
|
|
|
Jan 10, 2023
Q4 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-7.09K- 8.6% |
$234K - $270K
|
75.3K
$3.15M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-7.18K- 3.2% |
$237K - $273K
|
217K
$9.09M
|