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 |
|---|---|---|---|---|---|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
7,571
shares
|
$309,199
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wespac Advisors So Cal, LLC
|
Nov 06, 2024 Q3 2024 |
7,550
shares
|
$308,342
0.07% of portfolio
|
Q1 2022
New holding
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
7,540
shares
|
$307,933
0.2% of portfolio
|
Q2 2024
Reduced 8.16%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
7,493
shares
|
$306,014
0.01% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
7,455
shares
|
$304,462
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
7,419
shares
|
$302,991
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
7,416
shares
|
$302,869
0.01% of portfolio
|
Q3 2024
Added 24.51%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
7,306
shares
|
$298,377
0.0% of portfolio
|
Q3 2024
Reduced 53.96%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
7,270
shares
|
$296,906
0.08% of portfolio
|
Q3 2024
Reduced 55.37%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
7,265
shares
|
$296,702
0.08% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
7,260
shares
|
$296,498
0.02% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
7,159
shares
|
$292,373
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
7,136
shares
|
$291,434
0.02% of portfolio
|
Q3 2024
Reduced 10.36%
|
|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
7,005
shares
|
$286,084
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
6,926
shares
|
$282,857
0.02% of portfolio
|
Q4 2024
Added 14.78%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
6,889
shares
|
$281,346
0.0% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
6,851
shares
|
$279,794
0.14% of portfolio
|
Q3 2024
Reduced 9.01%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
6,749
shares
|
$275,629
0.05% of portfolio
|
Q3 2024
Reduced 10.3%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
6,551
shares
|
$267,542
0.0% of portfolio
|
Q3 2024
Reduced 15.72%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
6,507
shares
|
$265,745
0.03% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
6,490
shares
|
$265,051
0.08% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
6,420
shares
|
$262,192
0.01% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
6,368
shares
|
$260,069
0.01% of portfolio
|
Q3 2024
Reduced 15.42%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
6,260
shares
|
$255,658
0.01% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
6,246
shares
|
$255,086
0.03% of portfolio
|
Q1 2024
Reduced 27.32%
|