Purchases and Sales Made in Q4 2024 in First Tr Morningstar Dividend (FDL)
This table provides information about the institutional ownership of First Tr Morningstar Dividend (FDL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
2.65K+ 10.99% |
$105K - $116K
|
26.7K
$1.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.64K+ 43.19% |
$105K - $116K
|
8.75K
$366K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.45K+ 0.51% |
$96.9K - $108K
|
481K
$20.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.03K+ 5.45% |
$80.3K - $89.1K
|
39.3K
$1.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.36K+ 1.62% |
$53.8K - $59.7K
|
85.1K
$3.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.27K+ 11.02% |
$50.3K - $55.8K
|
12.8K
$535K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.13K+ 5.38% |
$44.8K - $49.8K
|
22.2K
$928K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.12K+ 3.18% |
$44.3K - $49.2K
|
36.3K
$1.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.1KNew |
$43.5K - $48.3K
|
1.1K
$46K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.1K+ 3.6% |
$43.5K - $48.3K
|
31.6K
$1.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.09KNew |
$43K - $47.7K
|
1.09K
$45.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.06K+ 13.41% |
$42K - $46.6K
|
8.97K
$375K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1K+ 3.33% |
$39.6K - $44K
|
31K
$1.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1K+ 100.0% |
$39.6K - $44K
|
2K
$83.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
892+ 14.78% |
$35.3K - $39.2K
|
6.93K
$290K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
852+ 33.62% |
$33.7K - $37.4K
|
3.39K
$142K
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
789+ 2.4% |
$31.2K - $34.7K
|
33.7K
$1.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
768New |
$30.4K - $33.8K
|
768
$32.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
749+ 3.13% |
$29.7K - $32.9K
|
24.7K
$1.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
710+ 1.1% |
$28.1K - $31.2K
|
65.1K
$2.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
650+ 18.87% |
$25.7K - $28.6K
|
4.1K
$171K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
645+ 8.01% |
$25.5K - $28.3K
|
8.7K
$364K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
614+ 13.41% |
$24.3K - $27K
|
5.19K
$217K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
579+ 0.89% |
$22.9K - $25.4K
|
66K
$2.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
535+ 4.67% |
$21.2K - $23.5K
|
12K
$501K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
523+ 1.44% |
$20.7K - $23K
|
37K
$1.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
400New |
$15.8K - $17.6K
|
400
$16.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
335+ 1.39% |
$13.3K - $14.7K
|
24.4K
$1.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
331+ 1.22% |
$13.1K - $14.5K
|
27.6K
$1.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
327+ 1.93% |
$12.9K - $14.4K
|
17.3K
$722K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
237+ 0.48% |
$9.38K - $10.4K
|
49.4K
$2.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
211+ 1.19% |
$8.35K - $9.27K
|
17.9K
$747K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
202+ 3.02% |
$8K - $8.88K
|
6.89K
$288K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
200New |
$7.92K - $8.79K
|
200
$8.36K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
186+ 113.41% |
$7.36K - $8.17K
|
350
$14.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
136New |
$5.38K - $5.98K
|
136
$5.69K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
129+ 0.25% |
$5.11K - $5.67K
|
51.2K
$2.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
111+ 0.42% |
$4.39K - $4.88K
|
26.6K
$1.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
110New |
$4.35K - $4.83K
|
110
$4.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
101+ 2.53% |
$4K - $4.44K
|
4.1K
$171K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
100New |
$3.96K - $4.4K
|
100
$4.18K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
100+ 0.38% |
$3.96K - $4.4K
|
26.8K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
84+ 0.24% |
$3.33K - $3.69K
|
35.7K
$1.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
81+ 1.09% |
$3.21K - $3.56K
|
7.49K
$313K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
76+ 1.23% |
$3.01K - $3.34K
|
6.26K
$262K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
70+ 1.22% |
$2.77K - $3.08K
|
5.81K
$243K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
69+ 1.21% |
$2.73K - $3.03K
|
5.77K
$241K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
55+ 0.71% |
$2.18K - $2.42K
|
7.77K
$325K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
53+ 0.28% |
$2.1K - $2.33K
|
19K
$794K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
41+ 0.26% |
$1.62K - $1.8K
|
15.8K
$659K
|