Purchases and Sales Made in Q4 2025 in First Tr Morningstar Dividend (FDL)
This table provides information about the institutional ownership of First Tr Morningstar Dividend (FDL) during Q4 2025. 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 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
49K+ 53.77% |
$2.07M - $2.15M
|
140K
$6.11M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
19.6K+ 46.72% |
$827K - $859K
|
61.4K
$2.68M
|
|
|
Jan 20, 2026
Q4 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
14K+ 102.17% |
$592K - $615K
|
27.7K
$1.21M
|
|
|
Jan 15, 2026
Q4 2025
|
Retireful, LLC
|
BUY
|
- |
13.2KNew |
$557K - $578K
|
13.2K
$575K
|
|
|
Jan 14, 2026
Q4 2025
|
Bell Bank
|
BUY
|
- |
10.2K+ 148.5% |
$430K - $447K
|
17K
$744K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
8.75K+ 3753.22% |
$370K - $384K
|
8.98K
$392K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
8.19K+ 6.36% |
$346K - $359K
|
137K
$5.98M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7.63K+ 25.08% |
$323K - $335K
|
38.1K
$1.66M
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
6.78K+ 6.14% |
$287K - $298K
|
117K
$5.11M
|
|
|
Jan 14, 2026
Q4 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
5.72K+ 3.22% |
$242K - $251K
|
183K
$8M
|
|
|
Jan 23, 2026
Q4 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
5.71K+ 7.68% |
$241K - $250K
|
80K
$3.49M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.55K+ 3.41% |
$235K - $244K
|
168K
$7.35M
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
5.5K+ 76.86% |
$232K - $241K
|
12.7K
$552K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.23K+ 17.24% |
$221K - $230K
|
35.6K
$1.55M
|
|
|
Jan 15, 2026
Q4 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
4.35K+ 20.23% |
$184K - $191K
|
25.8K
$1.13M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.29K+ 86.95% |
$181K - $188K
|
9.21K
$402K
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.85K+ 5.82% |
$121K - $125K
|
51.8K
$2.26M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.5K+ 2.25% |
$63.3K - $65.7K
|
68K
$2.97M
|
|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
919+ 2.63% |
$38.8K - $40.3K
|
35.9K
$1.57M
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
877+ 0.35% |
$37.1K - $38.5K
|
252K
$11M
|
|
|
Jan 15, 2026
Q4 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
690+ 2.15% |
$29.2K - $30.3K
|
32.8K
$1.43M
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
BUY
|
- |
649+ 4.89% |
$27.4K - $28.5K
|
13.9K
$608K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
631+ 11.37% |
$26.7K - $27.7K
|
6.18K
$270K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
552+ 44.91% |
$23.3K - $24.2K
|
1.78K
$77.7K
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
384+ 1.57% |
$16.2K - $16.9K
|
24.9K
$1.09M
|
|
|
Jan 14, 2026
Q4 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
278+ 1.58% |
$11.8K - $12.2K
|
17.8K
$778K
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
152+ 2.41% |
$6.43K - $6.67K
|
6.47K
$282K
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
112New |
$4.73K - $4.92K
|
112
$4.89K
|
|
|
Jan 14, 2026
Q4 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
100+ 0.42% |
$4.23K - $4.39K
|
24.1K
$1.05M
|
|
|
Jan 20, 2026
Q4 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
55+ 0.15% |
$2.32K - $2.41K
|
37.7K
$1.64M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
49+ 0.53% |
$2.07K - $2.15K
|
9.27K
$405K
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
28+ 1.17% |
$1.18K - $1.23K
|
2.43K
$106K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
27+ 0.39% |
$1.14K - $1.19K
|
6.93K
$302K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
27+ 0.48% |
$1.14K - $1.19K
|
5.7K
$249K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
25+ 0.41% |
$1.06K - $1.1K
|
6.11K
$267K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
7+ 0.19% |
$296 - $307
|
3.68K
$161K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
1+ 0.01% |
$42.3 - $43.9
|
10.2K
$446K
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
BUY
|
- |
1+ 2.33% |
$42.3 - $43.9
|
44
$1.92K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-28- 65.12% |
$1.18K - $1.23K
|
15
$654
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-46- 0.34% |
$1.94K - $2.02K
|
13.6K
$591K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-169- 33.73% |
$7.14K - $7.42K
|
332
$14.5K
|
|
|
Jan 07, 2026
Q4 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-172- 2.45% |
$7.27K - $7.55K
|
6.85K
$299K
|
|
|
Jan 16, 2026
Q4 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-193- 2.69% |
$8.16K - $8.47K
|
6.97K
$304K
|
|
|
Jan 21, 2026
Q4 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-196- 15.9% |
$8.28K - $8.6K
|
1.04K
$45.2K
|
|
|
Jan 21, 2026
Q4 2025
|
Finward Bancorp
Munster, IN |
SELL
|
- |
-250- 1.57% |
$10.6K - $11K
|
15.7K
$683K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-369- 1.98% |
$15.6K - $16.2K
|
18.3K
$798K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-426- 0.57% |
$18K - $18.7K
|
74.2K
$3.24M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-455- 5.26% |
$19.2K - $20K
|
8.19K
$357K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-512- 2.22% |
$21.6K - $22.5K
|
22.6K
$986K
|
|
|
Jan 12, 2026
Q4 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-603- 0.8% |
$25.5K - $26.5K
|
74.7K
$3.26M
|
|