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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
10,402
shares
|
$416,704
0.04% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jan 15, 2025 Q4 2024 |
10,350
shares
|
$414,621
0.29% of portfolio
|
Q4 2023
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
10,265
shares
|
$411,215
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
10,257
shares
|
$410,895
0.13% of portfolio
|
Q4 2024
Added 68.42%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
10,177
shares
|
$407,690
0.1% of portfolio
|
Q4 2024
Reduced 7.34%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
10,168
shares
|
$407,330
0.01% of portfolio
|
Q4 2024
Added 37.11%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
10,000
shares
|
$400,600
0.0% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
9,755
shares
|
$390,785
0.07% of portfolio
|
Q3 2024
Added 216.93%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
9,504
shares
|
$380,730
0.17% of portfolio
|
Q1 2023
Reduced 8.62%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Feb 10, 2025 Q4 2024 |
9,497
shares
|
$380,449
0.28% of portfolio
|
Q4 2024
Added 6.62%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
9,368
shares
|
$375,282
0.04% of portfolio
|
Q4 2023
Reduced 0.78%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
9,144
shares
|
$366,308
0.0% of portfolio
|
Q4 2024
Reduced 31.8%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Feb 03, 2025 Q4 2024 |
9,063
shares
|
$363,063
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
9,015
shares
|
$361,140
0.01% of portfolio
|
Q1 2024
Reduced 2.24%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
8,800
shares
|
$352,528
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
8,800
shares
|
$352,528
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
United Bank
|
Feb 12, 2025 Q4 2024 |
8,758
shares
|
$350,845
0.15% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
8,753
shares
|
$350,645
0.03% of portfolio
|
Q4 2024
Added 43.19%
|
|
|
Clarus Group, Inc.
|
Jan 29, 2025 Q4 2024 |
8,686
shares
|
$347,961
0.13% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
8,636
shares
|
$345,958
0.13% of portfolio
|
Q3 2022
Reduced 8.08%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Feb 03, 2025 Q4 2024 |
8,597
shares
|
$344,395
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
8,366
shares
|
$335,141
0.05% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
8,210
shares
|
$328,892
0.01% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
7,988
shares
|
$319,999
0.24% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
7,967
shares
|
$319,158
0.12% of portfolio
|
Q4 2024
Reduced 6.57%
|