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 |
|---|---|---|---|---|---|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
12,799
shares
|
$512,727
0.03% of portfolio
|
Q4 2024
Added 11.02%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
12,734
shares
|
$510,124
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Moseley Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
12,681
shares
|
$508,000
0.22% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
12,654
shares
|
$506,919
0.18% of portfolio
|
Q1 2025
Reduced 42.97%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
12,563
shares
|
$503,273
0.23% of portfolio
|
Q1 2024
Added 5.55%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Apr 10, 2025 Q1 2025 |
12,523
shares
|
$501,671
0.25% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
12,116
shares
|
$485,366
0.39% of portfolio
|
Q4 2024
Reduced 16.45%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
12,091
shares
|
$484,365
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Feb 05, 2025 Q4 2024 |
11,917
shares
|
$477,395
0.24% of portfolio
|
Q4 2024
Reduced 44.52%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
11,643
shares
|
$466,418
0.0% of portfolio
|
Q4 2024
Reduced 9.01%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
11,580
shares
|
$463,894
0.16% of portfolio
|
Q2 2024
Reduced 1.7%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
11,470
shares
|
$459,488
0.22% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
11,421
shares
|
$457,525
0.21% of portfolio
|
Q1 2025
Added 27.37%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
11,371
shares
|
$455,522
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
11,173
shares
|
$447,590
0.03% of portfolio
|
Q4 2024
Reduced 11.51%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
11,160
shares
|
$447,069
0.03% of portfolio
|
Q3 2022
Reduced 5.95%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
11,139
shares
|
$446,228
0.01% of portfolio
|
Q4 2024
Added 8.9%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
11,077
shares
|
$443,744
0.04% of portfolio
|
Q4 2024
Reduced 14.95%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
11,072
shares
|
$443,544
0.06% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
11,070
shares
|
$443,464
0.04% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
10,961
shares
|
$439,097
0.14% of portfolio
|
Q4 2023
Reduced 2.84%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
10,902
shares
|
$436,734
0.21% of portfolio
|
Q4 2024
Added 95.83%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
10,774
shares
|
$431,606
0.03% of portfolio
|
Q2 2023
Reduced 23.09%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Feb 07, 2025 Q4 2024 |
10,599
shares
|
$424,595
0.21% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
10,497
shares
|
$420,509
0.17% of portfolio
|
Q4 2024
Reduced 8.07%
|