Purchases and Sales Made in Q4 2023 in First Tr Morningstar Dividend (FDL)
This table provides information about the institutional ownership of First Tr Morningstar Dividend (FDL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
746+ 0.52% |
$23.6K - $27.2K
|
146K
$6.09M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
586+ 8.89% |
$18.5K - $21.3K
|
7.18K
$300K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
551New |
$17.4K - $20.1K
|
551
$23K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
400New |
$12.6K - $14.6K
|
400
$16.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
329+ 4.39% |
$10.4K - $12K
|
7.82K
$327K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
289+ 2.03% |
$9.13K - $10.5K
|
14.5K
$608K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
248New |
$7.83K - $9.03K
|
248
$10.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
229+ 1.33% |
$7.23K - $8.34K
|
17.5K
$731K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
220New |
$6.95K - $8.01K
|
220
$9.2K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
200+ 1.14% |
$6.32K - $7.28K
|
17.8K
$745K
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
192+ 1.54% |
$6.06K - $6.99K
|
12.6K
$529K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
169+ 1.48% |
$5.34K - $6.15K
|
11.6K
$483K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
168+ 0.52% |
$5.31K - $6.12K
|
32.5K
$1.36M
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
138+ 1.02% |
$4.36K - $5.02K
|
13.6K
$570K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
137New |
$4.33K - $4.99K
|
137
$5.73K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
134+ 0.17% |
$4.23K - $4.88K
|
78.8K
$3.29M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
104+ 1.17% |
$3.28K - $3.79K
|
8.96K
$375K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
102New |
$3.22K - $3.71K
|
102
$4.27K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
64+ 0.98% |
$2.02K - $2.33K
|
6.6K
$276K
|
|
|
Feb 05, 2024
Q4 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
50+ 0.53% |
$1.58K - $1.82K
|
9.46K
$395K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
32+ 0.5% |
$1.01K - $1.16K
|
6.46K
$270K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
26+ 0.33% |
$821 - $946
|
7.95K
$333K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
22+ 8.09% |
$695 - $801
|
294
$12.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
18+ 0.22% |
$568 - $655
|
8.1K
$339K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
16+ 1.09% |
$505 - $582
|
1.49K
$62.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
14+ 0.1% |
$442 - $510
|
13.9K
$580K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
11+ 1.48% |
$347 - $400
|
753
$31.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
6+ 0.08% |
$189 - $218
|
7.88K
$330K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
3+ 0.03% |
$94.7 - $109
|
10.6K
$443K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-21- 0.1% |
$663 - $764
|
20.5K
$856K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-54- 1.69% |
$1.71K - $1.97K
|
3.14K
$131K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-59- 36.65% |
$1.86K - $2.15K
|
102
$4.27K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-74- 0.78% |
$2.34K - $2.69K
|
9.37K
$392K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-78- 0.99% |
$2.46K - $2.84K
|
7.8K
$326K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-81- 0.52% |
$2.56K - $2.95K
|
15.4K
$645K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-90- 1.28% |
$2.84K - $3.28K
|
6.95K
$291K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-100- 2.0% |
$3.16K - $3.64K
|
4.9K
$205K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-101- 0.04% |
$3.19K - $3.68K
|
271K
$11.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-112- 0.45% |
$3.54K - $4.08K
|
24.7K
$1.03M
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-121- 0.58% |
$3.82K - $4.4K
|
20.6K
$863K
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-130- 0.5% |
$4.11K - $4.73K
|
25.7K
$1.07M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-162- 0.75% |
$5.12K - $5.9K
|
21.4K
$893K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-162- 0.34% |
$5.12K - $5.9K
|
47.4K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-200- 6.1% |
$6.32K - $7.28K
|
3.08K
$129K
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-200- 1.6% |
$6.32K - $7.28K
|
12.3K
$513K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-227- 0.19% |
$7.17K - $8.26K
|
117K
$4.88M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-283- 1.79% |
$8.94K - $10.3K
|
15.6K
$651K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-301- 1.37% |
$9.51K - $11K
|
21.6K
$904K
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-320- 2.84% |
$10.1K - $11.6K
|
11K
$458K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
SELL
|
- |
-329- 1.55% |
$10.4K - $12K
|
20.9K
$875K
|