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 441 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 |
|---|---|---|---|---|---|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
736
shares
|
$29,447
0.01% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
691
shares
|
$27,646
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
668
shares
|
$26,726
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
637
shares
|
$25,486
0.02% of portfolio
|
Q4 2024
Added 24.66%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
558
shares
|
$22,325
0.01% of portfolio
|
Q3 2024
Reduced 16.22%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
500
shares
|
$20,005
0.0% of portfolio
|
Q2 2024
Reduced 41.86%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
400
shares
|
$16,004
0.01% of portfolio
|
Q3 2024
Reduced 27.27%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
390
shares
|
$15,603
0.01% of portfolio
|
Q1 2023
Reduced 99.75%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
368
shares
|
$14,723
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
350
shares
|
$14,003
0.01% of portfolio
|
Q1 2021
Reduced 46.15%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
350
shares
|
$14,003
0.0% of portfolio
|
Q4 2024
Added 113.41%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
343
shares
|
$13,723
0.0% of portfolio
|
Q1 2025
Reduced 31.12%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
318
shares
|
$12,723
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 11, 2025 Q1 2025 |
310
shares
|
$12,403
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
300
shares
|
$12,003
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
295
shares
|
$11,802
0.0% of portfolio
|
Q2 2024
Reduced 26.25%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
283
shares
|
$11,322
0.0% of portfolio
|
Q2 2024
Reduced 67.95%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
275
shares
|
$11,002
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
267
shares
|
$10,682
0.0% of portfolio
|
Q4 2024
Reduced 89.45%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
200
shares
|
$8,002
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
200
shares
|
$8,002
0.0% of portfolio
|
Q3 2018
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
200
shares
|
$8,002
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
179
shares
|
$7,161
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
140
shares
|
$5,601
0.0% of portfolio
|
Q3 2024
Reduced 99.58%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
136
shares
|
$5,441
0.0% of portfolio
|
Q4 2024
New holding
|