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 |
|---|---|---|---|---|---|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
7,947
shares
|
$318,356
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
7,904
shares
|
$316,634
0.1% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Feb 13, 2025 Q4 2024 |
7,780
shares
|
$311,666
0.58% of portfolio
|
Q4 2024
Reduced 91.44%
|
|
|
Sloy Dahl & Holst, LLC
|
Jan 24, 2025 Q4 2024 |
7,680
shares
|
$307,660
0.04% of portfolio
|
Q1 2023
Added 3.64%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
7,653
shares
|
$306,579
0.05% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
7,554
shares
|
$302,613
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 24, 2025 Q4 2024 |
7,550
shares
|
$302,453
0.07% of portfolio
|
Q1 2022
New holding
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
7,540
shares
|
$302,052
0.18% 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
|
$300,169
0.01% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
7,455
shares
|
$298,647
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
7,419
shares
|
$297,205
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
7,362
shares
|
$294,921
0.0% of portfolio
|
Q4 2024
Reduced 6.41%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
7,336
shares
|
$293,880
0.02% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
7,305
shares
|
$292,638
0.08% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
7,260
shares
|
$290,835
0.02% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Financial Advisors Network, Inc.
|
Feb 14, 2025 Q4 2024 |
7,226
shares
|
$289,473
0.05% of portfolio
|
Q4 2024
Reduced 28.47%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
7,159
shares
|
$286,789
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Apr 16, 2025 Q1 2025 |
7,025
shares
|
$281,421
0.29% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
7,005
shares
|
$280,620
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
6,982
shares
|
$279,698
0.02% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Apr 09, 2025 Q1 2025 |
6,933
shares
|
$277,735
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
6,889
shares
|
$275,973
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
6,889
shares
|
$275,973
0.0% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
6,657
shares
|
$266,679
0.03% of portfolio
|
Q4 2024
Reduced 30.48%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
6,507
shares
|
$260,670
0.03% of portfolio
|
Q4 2024
Reduced 1.38%
|