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 470 institutions that hold shares in the stock, with a total of 78.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
769
shares
|
$31,859
0.0% of portfolio
|
Q2 2024
Added 1.18%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
725
shares
|
$30,036
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
706
shares
|
$29,249
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
691
shares
|
$28,628
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
668
shares
|
$27,675
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
637
shares
|
$26,390
0.02% of portfolio
|
Q4 2024
Added 24.66%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
622
shares
|
$25,769
0.01% of portfolio
|
Q1 2025
Reduced 86.41%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
600
shares
|
$24,858
0.01% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
564
shares
|
$23,366
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
557
shares
|
$23,076
0.01% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
478
shares
|
$19,803
0.01% of portfolio
|
Q1 2025
Added 5211.11%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
400
shares
|
$16,572
0.01% of portfolio
|
Q3 2024
Reduced 27.27%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
390
shares
|
$16,157
0.01% of portfolio
|
Q1 2023
Reduced 99.75%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
368
shares
|
$15,246
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Tower Trust & Investment CO
Davenport, IA |
May 13, 2025 Q1 2025 |
368
shares
|
$15,246
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
350
shares
|
$14,500
0.0% of portfolio
|
Q4 2024
Added 113.41%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
350
shares
|
$14,500
0.01% of portfolio
|
Q1 2021
Reduced 46.15%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
343
shares
|
$14,210
0.0% of portfolio
|
Q1 2025
Reduced 31.12%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
318
shares
|
$13,174
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 11, 2025 Q1 2025 |
310
shares
|
$12,843
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
295
shares
|
$12,221
0.0% of portfolio
|
Q2 2024
Reduced 26.25%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
283
shares
|
$11,724
0.0% of portfolio
|
Q2 2024
Reduced 67.95%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
275
shares
|
$11,393
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
200
shares
|
$8,286
0.0% of portfolio
|
Q3 2018
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
200
shares
|
$8,286
0.01% of portfolio
|
Q1 2022
New holding
|