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 395 institutions that hold shares in the stock, with a total of 59.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
12,796
shares
|
$522,588
0.0% of portfolio
|
Q3 2024
Added 43.32%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
12,734
shares
|
$520,056
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
12,626
shares
|
$515,645
0.04% of portfolio
|
Q2 2024
Reduced 3.81%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
12,563
shares
|
$513,072
0.26% of portfolio
|
Q1 2024
Added 5.55%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
12,459
shares
|
$508,825
0.07% of portfolio
|
Q3 2024
Added 9.05%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
12,116
shares
|
$494,817
0.39% of portfolio
|
Q4 2024
Reduced 16.45%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
12,091
shares
|
$493,796
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Moseley Investment Management Inc
|
Jan 14, 2025 Q4 2024 |
11,983
shares
|
$489,385
0.19% of portfolio
|
Q4 2024
Added 4.67%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
11,580
shares
|
$472,927
0.16% of portfolio
|
Q2 2024
Reduced 1.7%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
11,470
shares
|
$468,434
0.22% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
11,418
shares
|
$466,311
0.2% of portfolio
|
Q3 2022
Reduced 0.01%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
11,371
shares
|
$464,391
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
11,198
shares
|
$457,326
0.04% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
11,160
shares
|
$455,774
0.03% of portfolio
|
Q3 2022
Reduced 5.95%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
11,077
shares
|
$452,384
0.04% of portfolio
|
Q4 2024
Reduced 14.95%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
10,961
shares
|
$447,647
0.14% of portfolio
|
Q4 2023
Reduced 2.84%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
10,902
shares
|
$445,237
0.21% of portfolio
|
Q4 2024
Added 95.83%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
10,774
shares
|
$440,010
0.03% of portfolio
|
Q2 2023
Reduced 23.09%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
10,752
shares
|
$439,111
0.05% of portfolio
|
Q3 2024
Reduced 12.18%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Nov 08, 2024 Q3 2024 |
10,596
shares
|
$432,740
0.23% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
10,487
shares
|
$428,289
0.06% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jan 15, 2025 Q4 2024 |
10,350
shares
|
$422,694
0.29% of portfolio
|
Q4 2023
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
10,229
shares
|
$417,752
0.01% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
10,177
shares
|
$415,628
0.1% of portfolio
|
Q4 2024
Reduced 7.34%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
10,126
shares
|
$413,545
0.25% of portfolio
|
Q3 2024
Reduced 55.69%
|