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 |
|---|---|---|---|---|---|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
10,102
shares
|
$412,565
0.07% of portfolio
|
Q4 2023
Reduced 12.7%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
10,006
shares
|
$408,645
0.0% of portfolio
|
Q3 2024
Reduced 89.96%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 12, 2024 Q3 2024 |
9,916
shares
|
$404,969
0.15% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
9,755
shares
|
$398,394
0.08% of portfolio
|
Q3 2024
Added 216.93%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
9,504
shares
|
$388,143
0.17% of portfolio
|
Q1 2023
Reduced 8.62%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
9,368
shares
|
$382,589
0.04% of portfolio
|
Q4 2023
Reduced 0.78%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
9,055
shares
|
$369,806
0.03% of portfolio
|
Q3 2024
Reduced 9.43%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
9,015
shares
|
$368,172
0.01% of portfolio
|
Q1 2024
Reduced 2.24%
|
|
|
United Bank
|
Nov 01, 2024 Q3 2024 |
8,955
shares
|
$365,722
0.17% of portfolio
|
Q3 2024
Reduced 7.79%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2024 Q3 2024 |
8,907
shares
|
$363,761
0.28% of portfolio
|
Q3 2024
Added 12.72%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
8,800
shares
|
$359,392
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
8,800
shares
|
$359,392
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
8,739
shares
|
$356,900
0.05% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Clarus Group, Inc.
|
Oct 21, 2024 Q3 2024 |
8,706
shares
|
$355,553
0.16% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
8,699
shares
|
$355,267
0.01% of portfolio
|
Q4 2024
Added 8.01%
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
8,636
shares
|
$352,694
0.13% of portfolio
|
Q3 2022
Reduced 8.08%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
8,527
shares
|
$348,242
0.15% of portfolio
|
Q3 2024
Reduced 23.63%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Nov 05, 2024 Q3 2024 |
8,316
shares
|
$339,625
0.22% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
7,988
shares
|
$326,229
0.24% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
7,907
shares
|
$322,921
0.15% of portfolio
|
Q3 2024
Added 11.08%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
7,866
shares
|
$321,247
0.0% of portfolio
|
Q3 2024
Reduced 15.04%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
7,769
shares
|
$317,285
0.09% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,743
shares
|
$316,224
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 17, 2024 Q3 2024 |
7,680
shares
|
$313,651
0.06% of portfolio
|
Q1 2023
Added 3.64%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
7,653
shares
|
$312,548
0.05% of portfolio
|
Q4 2024
Reduced 1.87%
|