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 |
|---|---|---|---|---|---|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
2,382
shares
|
$95,422
0.03% of portfolio
|
Q3 2024
Added 7.39%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
2,200
shares
|
$88,132
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
2,000
shares
|
$80,120
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
2,000
shares
|
$80,120
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,947
shares
|
$77,996
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
1,900
shares
|
$76,114
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
First Financial Corp
|
Apr 10, 2025 Q1 2025 |
1,875
shares
|
$75,112
0.04% of portfolio
|
Q3 2017
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
1,832
shares
|
$73,389
0.0% of portfolio
|
Q1 2024
Reduced 7.61%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
1,481
shares
|
$59,328
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,470
shares
|
$58,888
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
1,300
shares
|
$52,078
0.01% of portfolio
|
Q1 2024
Added 160.0%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
1,202
shares
|
$48,152
0.02% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
1,135
shares
|
$45,468
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
1,100
shares
|
$44,066
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
1,085
shares
|
$43,465
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,050
shares
|
$42,063
0.01% of portfolio
|
Q1 2024
Reduced 12.5%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
1,000
shares
|
$40,060
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
1,000
shares
|
$40,060
0.03% of portfolio
|
Q1 2025
Added 150.0%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
926
shares
|
$37,095
0.01% of portfolio
|
Q4 2022
Reduced 6.93%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
925
shares
|
$37,055
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
898
shares
|
$35,973
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
855
shares
|
$34,251
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
800
shares
|
$32,048
0.01% of portfolio
|
Q3 2023
Reduced 20.95%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
769
shares
|
$30,806
0.0% of portfolio
|
Q2 2024
Added 1.18%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
768
shares
|
$30,766
0.0% of portfolio
|
Q4 2024
New holding
|