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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
773+ 1.05% |
$30.6K - $34K
|
74.4K
$3.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
768New |
$30.4K - $33.8K
|
768
$33.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
749+ 3.13% |
$29.7K - $32.9K
|
24.7K
$1.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
710+ 1.1% |
$28.1K - $31.2K
|
65.1K
$2.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
691New |
$27.4K - $30.4K
|
691
$30.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
680+ 1.08% |
$26.9K - $29.9K
|
63.5K
$2.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
651+ 0.44% |
$25.8K - $28.6K
|
150K
$6.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
650+ 18.87% |
$25.7K - $28.6K
|
4.1K
$178K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
645+ 8.01% |
$25.5K - $28.3K
|
8.7K
$379K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
614+ 13.41% |
$24.3K - $27K
|
5.19K
$226K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
590+ 6.62% |
$23.4K - $25.9K
|
9.5K
$414K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
585+ 5.58% |
$23.2K - $25.7K
|
11.1K
$483K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
579+ 0.89% |
$22.9K - $25.4K
|
66K
$2.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
579+ 10.94% |
$22.9K - $25.4K
|
5.87K
$256K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
556+ 0.74% |
$22K - $24.4K
|
75.9K
$3.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
535+ 4.67% |
$21.2K - $23.5K
|
12K
$522K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
523+ 1.44% |
$20.7K - $23K
|
37K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
474+ 3.51% |
$18.8K - $20.8K
|
14K
$609K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
435+ 0.76% |
$17.2K - $19.1K
|
57.7K
$2.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
400New |
$15.8K - $17.6K
|
400
$17.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
364+ 2.65% |
$14.4K - $16K
|
14.1K
$615K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
335+ 1.39% |
$13.3K - $14.7K
|
24.4K
$1.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
331+ 1.22% |
$13.1K - $14.5K
|
27.6K
$1.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
327+ 1.93% |
$12.9K - $14.4K
|
17.3K
$753K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
318New |
$12.6K - $14K
|
318
$13.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
300New |
$11.9K - $13.2K
|
300
$13.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
282+ 1.0% |
$11.2K - $12.4K
|
28.4K
$1.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
237+ 0.48% |
$9.38K - $10.4K
|
49.4K
$2.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
211+ 1.19% |
$8.35K - $9.27K
|
17.9K
$779K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
202+ 3.02% |
$8K - $8.88K
|
6.89K
$300K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
200+ 2.8% |
$7.92K - $8.79K
|
7.34K
$320K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
200New |
$7.92K - $8.79K
|
200
$8.72K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
186+ 113.41% |
$7.36K - $8.17K
|
350
$15.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
136New |
$5.38K - $5.98K
|
136
$5.93K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
129+ 0.25% |
$5.11K - $5.67K
|
51.2K
$2.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
126+ 24.66% |
$4.99K - $5.54K
|
637
$27.8K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
121New |
$4.79K - $5.32K
|
121
$5.27K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
111+ 0.42% |
$4.39K - $4.88K
|
26.6K
$1.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
110New |
$4.35K - $4.83K
|
110
$4.79K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
107+ 0.35% |
$4.24K - $4.7K
|
30.9K
$1.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
101+ 2.53% |
$4K - $4.44K
|
4.1K
$178K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
100New |
$3.96K - $4.4K
|
100
$4.36K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
100+ 0.38% |
$3.96K - $4.4K
|
26.8K
$1.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
84+ 0.24% |
$3.33K - $3.69K
|
35.7K
$1.56M
|
|
|
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
$327K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
76+ 1.23% |
$3.01K - $3.34K
|
6.26K
$273K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
76+ 1.23% |
$3.01K - $3.34K
|
6.26K
$273K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
70+ 1.22% |
$2.77K - $3.08K
|
5.81K
$253K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
69+ 1.21% |
$2.73K - $3.03K
|
5.77K
$251K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
55+ 0.71% |
$2.18K - $2.42K
|
7.77K
$339K
|