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 |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
176,759
shares
|
$7.07 Million
0.07% of portfolio
|
Q4 2024
Added 6.78%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
169,691
shares
|
$6.79 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
169,234
shares
|
$6.77 Million
3.92% of portfolio
|
Q2 2024
Reduced 56.95%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
164,988
shares
|
$6.6 Million
1.08% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Feb 12, 2025 Q4 2024 |
164,543
shares
|
$6.58 Million
3.67% of portfolio
|
Q4 2024
Added 4.95%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Feb 10, 2025 Q4 2024 |
155,219
shares
|
$6.21 Million
1.14% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
153,664
shares
|
$6.15 Million
0.59% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
153,076
shares
|
$6.12 Million
0.42% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
149,918
shares
|
$6 Million
1.57% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
142,692
shares
|
$5.71 Million
0.04% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
138,793
shares
|
$5.55 Million
0.02% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
137,437
shares
|
$5.5 Million
1.03% of portfolio
|
Q4 2024
Added 8.17%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
130,601
shares
|
$5.23 Million
1.13% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
124,766
shares
|
$4.99 Million
0.01% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
124,627
shares
|
$4.99 Million
0.42% of portfolio
|
Q4 2024
Reduced 97.71%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
121,434
shares
|
$4.86 Million
0.51% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
120,278
shares
|
$4.81 Million
0.13% of portfolio
|
Q4 2024
Added 12.19%
|
|
|
Hfg Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
117,803
shares
|
$4.71 Million
4.3% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
117,424
shares
|
$4.7 Million
0.02% of portfolio
|
Q4 2024
Added 6.45%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
117,403
shares
|
$4.7 Million
1.47% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
113,618
shares
|
$4.55 Million
3.16% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
111,524
shares
|
$4.46 Million
1.07% of portfolio
|
Q1 2025
Added 12.94%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
111,424
shares
|
$4.46 Million
0.01% of portfolio
|
Q1 2025
Reduced 97.7%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
108,324
shares
|
$4.33 Million
2.23% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
106,652
shares
|
$4.27 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.99%
|