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 395 institutions that hold shares in the stock, with a total of 59.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
89,106
shares
|
$3.64 Million
0.84% of portfolio
|
Q3 2024
Added 11.29%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
88,385
shares
|
$3.61 Million
0.01% of portfolio
|
Q3 2024
Added 11.47%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
87,019
shares
|
$3.55 Million
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
85,236
shares
|
$3.48 Million
0.37% of portfolio
|
Q3 2024
Reduced 11.02%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
84,556
shares
|
$3.45 Million
0.05% of portfolio
|
Q3 2024
Added 1641.63%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
83,758
shares
|
$3.42 Million
0.11% of portfolio
|
Q3 2024
Reduced 8.72%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
83,138
shares
|
$3.4 Million
0.3% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
81,545
shares
|
$3.33 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.22%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
79,991
shares
|
$3.27 Million
0.1% of portfolio
|
Q3 2024
Reduced 75.47%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
79,672
shares
|
$3.25 Million
1.25% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jan 16, 2025 Q4 2024 |
79,078
shares
|
$3.23 Million
2.23% of portfolio
|
Q4 2024
Added 855.16%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
78,011
shares
|
$3.19 Million
0.91% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
77,407
shares
|
$3.16 Million
0.05% of portfolio
|
Q2 2024
Added 1.93%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
76,629
shares
|
$3.13 Million
0.03% of portfolio
|
Q3 2024
Reduced 9.25%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
76,482
shares
|
$3.12 Million
1.19% of portfolio
|
Q3 2024
Added 8.06%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
75,392
shares
|
$3.08 Million
0.0% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
74,742
shares
|
$3.05 Million
1.06% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
74,305
shares
|
$3.03 Million
0.09% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
74,113
shares
|
$3.03 Million
0.01% of portfolio
|
Q3 2024
Added 144.94%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 05, 2024 Q3 2024 |
73,646
shares
|
$3.01 Million
2.13% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
72,581
shares
|
$2.96 Million
0.02% of portfolio
|
Q3 2024
Added 18.61%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 04, 2024 Q3 2024 |
71,806
shares
|
$2.93 Million
1.67% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
71,741
shares
|
$2.93 Million
0.07% of portfolio
|
Q3 2024
Added 18.7%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
70,749
shares
|
$2.89 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
67,470
shares
|
$2.76 Million
0.99% of portfolio
|
Q4 2022
Reduced 97.26%
|