Purchases and Sales Made in Q3 2025 in First Tr Morningstar Dividend (FDL)
This table provides information about the institutional ownership of First Tr Morningstar Dividend (FDL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.99M+ 2126.97% |
$126M - $133M
|
3.13M
$137M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
428K+ 302.23% |
$18M - $19.1M
|
570K
$24.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
355K+ 3.0% |
$14.9M - $15.8M
|
12.2M
$533M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
349K+ 398.09% |
$14.6M - $15.6M
|
437K
$19.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
285K+ 6.75% |
$12M - $12.7M
|
4.51M
$197M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
239K+ 11.52% |
$10M - $10.7M
|
2.31M
$101M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
189K+ 3430.94% |
$7.93M - $8.42M
|
194K
$8.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
182K+ 7.87% |
$7.65M - $8.13M
|
2.5M
$109M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
182K+ 25.62% |
$7.64M - $8.12M
|
893K
$38.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
130K+ 2700.71% |
$5.46M - $5.8M
|
135K
$5.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
103K+ 214.84% |
$4.31M - $4.58M
|
150K
$6.57M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
90.4K+ 2.95% |
$3.79M - $4.03M
|
3.16M
$138M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
87K+ 2.23% |
$3.65M - $3.88M
|
4M
$174M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
73.1K+ 4.22% |
$3.07M - $3.26M
|
1.81M
$78.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
70K+ 5.54% |
$2.94M - $3.12M
|
1.33M
$58.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
67.4KNew |
$2.83M - $3.01M
|
67.4K
$2.94M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
63.6K+ 28.75% |
$2.67M - $2.84M
|
285K
$12.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
58.4K+ 3.91% |
$2.45M - $2.6M
|
1.55M
$67.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
53.5K+ 0.68% |
$2.25M - $2.39M
|
7.89M
$344M
|
|
|
Oct 15, 2025
Q3 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
52.4K+ 41.83% |
$2.2M - $2.34M
|
178K
$7.75M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
51.7K+ 31.89% |
$2.17M - $2.31M
|
214K
$9.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
47.1KNew |
$1.98M - $2.1M
|
47.1K
$2.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
47K+ 4.62% |
$1.97M - $2.1M
|
1.07M
$46.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
46.2KNew |
$1.94M - $2.06M
|
46.2K
$2.01M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
42.5K+ 160.63% |
$1.78M - $1.9M
|
69K
$3.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Ifs Group,Llc
York, PA |
BUY
|
- |
42.5KNew |
$1.78M - $1.89M
|
42.5K
$1.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
36.5K+ 17.44% |
$1.53M - $1.63M
|
245K
$10.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
36.2K+ 9.26% |
$1.52M - $1.61M
|
427K
$18.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
33.4K+ 155.63% |
$1.4M - $1.49M
|
54.9K
$2.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
BUY
|
- |
31.5K+ 11.64% |
$1.32M - $1.41M
|
302K
$13.2M
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
30.7K+ 12.41% |
$1.29M - $1.37M
|
278K
$12.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
28.5K+ 4.38% |
$1.2M - $1.27M
|
680K
$29.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
27.5K+ 69.87% |
$1.15M - $1.23M
|
66.8K
$2.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
27K+ 2.2% |
$1.13M - $1.2M
|
1.26M
$54.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
26.2K+ 56.42% |
$1.1M - $1.17M
|
72.7K
$3.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
24.1K+ 12.63% |
$1.01M - $1.08M
|
215K
$9.39M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
23.7KNew |
$993K - $1.06M
|
23.7K
$1.03M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
23.4K+ 18.51% |
$981K - $1.04M
|
150K
$6.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
22.6KNew |
$948K - $1.01M
|
22.6K
$985K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
20.5K+ 67.38% |
$861K - $915K
|
50.9K
$2.22M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
20.5K+ 115.82% |
$860K - $914K
|
38.2K
$1.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
19.6K+ 179.71% |
$820K - $872K
|
30.4K
$1.33M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18.9K+ 26.12% |
$791K - $841K
|
91.1K
$3.97M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
18.3K+ 27.49% |
$770K - $818K
|
85.1K
$3.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.9K+ 22.05% |
$751K - $798K
|
99.1K
$4.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
16.9K+ 25.11% |
$709K - $753K
|
84.2K
$3.67M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.7K+ 12.24% |
$701K - $745K
|
153K
$6.68M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16.3K+ 11.12% |
$684K - $727K
|
163K
$7.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
15.2K+ 13.59% |
$637K - $677K
|
127K
$5.54M
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
14.2K+ 113.33% |
$595K - $632K
|
26.7K
$1.16M
|
|