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 |
|---|---|---|---|---|---|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
5,605
shares
|
$224,536
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
5,527
shares
|
$221,411
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bond & Devick Financial Network, Inc.
|
Apr 08, 2025 Q1 2025 |
5,511
shares
|
$220,770
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
5,478
shares
|
$219,448
0.04% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
5,453
shares
|
$218,447
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
5,387
shares
|
$215,803
0.06% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
5,319
shares
|
$213,079
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Feb 14, 2025 Q4 2024 |
5,267
shares
|
$210,996
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
5,192
shares
|
$207,991
0.01% of portfolio
|
Q4 2024
Added 13.41%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
5,096
shares
|
$204,145
0.01% of portfolio
|
Q4 2024
Reduced 77.73%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
5,074
shares
|
$203,264
0.0% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
5,010
shares
|
$200,700
0.04% of portfolio
|
Q1 2025
Added 22.34%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
4,989
shares
|
$199,859
0.0% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
4,095
shares
|
$164,045
0.09% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
4,060
shares
|
$162,643
0.14% of portfolio
|
Q2 2021
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,835
shares
|
$153,630
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
3,550
shares
|
$142,213
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
3,386
shares
|
$135,643
0.02% of portfolio
|
Q4 2024
Added 33.62%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
3,277
shares
|
$131,276
0.02% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
3,253
shares
|
$130,315
0.06% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
2,979
shares
|
$119,338
0.0% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
2,625
shares
|
$105,157
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
2,428
shares
|
$97,265
0.02% of portfolio
|
Q4 2024
Reduced 32.14%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
2,391
shares
|
$95,783
0.04% of portfolio
|
Q3 2023
Added 1.1%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
2,382
shares
|
$95,422
0.03% of portfolio
|
Q3 2024
Added 7.39%
|