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 401 institutions that hold shares in the stock, with a total of 60.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
1,900
shares
|
$78,907
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
1,875
shares
|
$77,868
0.04% of portfolio
|
Q3 2017
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
1,832
shares
|
$76,082
0.0% of portfolio
|
Q1 2024
Reduced 7.61%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,470
shares
|
$61,049
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
1,300
shares
|
$53,989
0.01% of portfolio
|
Q1 2024
Added 160.0%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
1,202
shares
|
$49,919
0.02% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
1,190
shares
|
$49,420
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
1,135
shares
|
$47,136
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
1,100
shares
|
$45,683
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
1,085
shares
|
$45,060
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,050
shares
|
$43,606
0.01% of portfolio
|
Q1 2024
Reduced 12.5%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
1,000
shares
|
$41,530
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
926
shares
|
$38,456
0.01% of portfolio
|
Q4 2022
Reduced 6.93%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
925
shares
|
$38,415
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
898
shares
|
$37,293
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
855
shares
|
$35,508
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
800
shares
|
$33,224
0.01% of portfolio
|
Q3 2023
Reduced 20.95%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
769
shares
|
$31,936
0.0% of portfolio
|
Q2 2024
Added 1.18%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
736
shares
|
$30,566
0.01% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
558
shares
|
$23,173
0.01% of portfolio
|
Q3 2024
Reduced 16.22%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
525
shares
|
$21,803
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
511
shares
|
$21,221
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
500
shares
|
$20,765
0.0% of portfolio
|
Q2 2024
Reduced 41.86%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
498
shares
|
$20,681
0.0% of portfolio
|
Q3 2023
Reduced 0.4%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
400
shares
|
$16,612
0.01% of portfolio
|
Q4 2024
New holding
|