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 |
|---|---|---|---|---|---|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
102,672
shares
|
$4.11 Million
0.32% of portfolio
|
Q4 2024
Added 17.99%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
100,818
shares
|
$4.03 Million
2.24% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
98,191
shares
|
$3.93 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
97,459
shares
|
$3.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 12.82%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
97,433
shares
|
$3.9 Million
0.04% of portfolio
|
Q4 2024
Added 19.48%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Apr 09, 2025 Q1 2025 |
95,457
shares
|
$3.82 Million
3.42% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
94,879
shares
|
$3.8 Million
2.16% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
92,002
shares
|
$3.68 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
90,821
shares
|
$3.63 Million
0.01% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
90,062
shares
|
$3.6 Million
0.37% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
85,116
shares
|
$3.41 Million
0.11% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
84,463
shares
|
$3.38 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
83,138
shares
|
$3.33 Million
0.3% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Retireful, LLC
|
Apr 10, 2025 Q1 2025 |
81,067
shares
|
$3.24 Million
3.56% of portfolio
|
Q1 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
79,841
shares
|
$3.19 Million
0.34% of portfolio
|
Q4 2024
Reduced 6.33%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
79,672
shares
|
$3.19 Million
1.25% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
78,550
shares
|
$3.14 Million
1.65% of portfolio
|
Q4 2024
Added 9.39%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
77,407
shares
|
$3.1 Million
0.05% of portfolio
|
Q2 2024
Added 1.93%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
77,337
shares
|
$3.09 Million
0.94% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
76,482
shares
|
$3.06 Million
1.19% of portfolio
|
Q3 2024
Added 8.06%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
75,948
shares
|
$3.04 Million
0.0% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
75,418
shares
|
$3.02 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
74,742
shares
|
$2.99 Million
1.13% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Feb 12, 2025 Q4 2024 |
74,419
shares
|
$2.98 Million
2.04% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Barings LLC
|
Feb 07, 2025 Q4 2024 |
72,929
shares
|
$2.92 Million
0.07% of portfolio
|
Q4 2024
Added 204.4%
|