Institutional Ownership First Tr Morningstar Dividend (FDL)
This table provides information about the institutional ownership of First Tr Morningstar Dividend (FDL). We have compiled data on the 442 institutions that hold shares in the stock, with a total of 69.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
16,648
shares
|
$666,918
0.17% of portfolio
|
Q4 2024
Reduced 7.7%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
16,440
shares
|
$658,586
0.02% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
16,395
shares
|
$656,783
0.0% of portfolio
|
Q4 2024
Added 22.17%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
16,195
shares
|
$648,771
0.1% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
15,759
shares
|
$631,305
0.09% of portfolio
|
Q4 2024
Added 11.78%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
15,752
shares
|
$631,025
0.02% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jan 29, 2025 Q4 2024 |
15,747
shares
|
$630,824
1.03% of portfolio
|
Q4 2024
Reduced 87.35%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
15,681
shares
|
$628,180
0.38% of portfolio
|
Q1 2023
Added 1.79%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
15,463
shares
|
$619,447
0.0% of portfolio
|
Q4 2024
Reduced 16.01%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
15,277
shares
|
$611,996
0.06% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
15,143
shares
|
$606,628
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Bank
|
Apr 18, 2025 Q1 2025 |
14,848
shares
|
$594,810
0.04% of portfolio
|
Q1 2025
Added 5.94%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
14,582
shares
|
$584,154
0.23% of portfolio
|
Q1 2025
Reduced 20.72%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
14,539
shares
|
$582,432
0.01% of portfolio
|
Q4 2024
Added 148.4%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
14,495
shares
|
$580,669
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Illumine Investment Management, LLC
Poulsbo, WA |
Feb 05, 2025 Q4 2024 |
14,367
shares
|
$575,542
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
14,250
shares
|
$570,855
0.51% of portfolio
|
Q1 2025
Added 6.64%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
14,134
shares
|
$566,208
0.03% of portfolio
|
Q4 2024
Reduced 34.86%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
14,108
shares
|
$565,166
0.01% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
13,980
shares
|
$560,038
0.0% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
1776 Wealth LLC
|
Feb 10, 2025 Q4 2024 |
13,695
shares
|
$548,621
0.24% of portfolio
|
Q3 2024
Reduced 10.41%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
13,670
shares
|
$547,620
0.04% of portfolio
|
Q4 2024
Added 50.97%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
13,232
shares
|
$530,073
0.13% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
13,010
shares
|
$521,180
0.03% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
12,832
shares
|
$514,049
0.25% of portfolio
|
Q4 2024
Reduced 0.63%
|