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 |
|---|---|---|---|---|---|
|
Forge Financial Services LLC
Edmond, OK |
Feb 12, 2025 Q4 2024 |
72,780
shares
|
$2.91 Million
2.56% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
71,741
shares
|
$2.87 Million
0.07% of portfolio
|
Q3 2024
Added 18.7%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
71,111
shares
|
$2.85 Million
0.1% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
70,749
shares
|
$2.83 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
69,764
shares
|
$2.79 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
68,060
shares
|
$2.72 Million
0.22% of portfolio
|
Q1 2025
Added 159.22%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
67,470
shares
|
$2.7 Million
0.99% of portfolio
|
Q4 2022
Reduced 97.26%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
66,881
shares
|
$2.68 Million
0.11% of portfolio
|
Q4 2024
Added 5.78%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
65,965
shares
|
$2.64 Million
0.04% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
65,091
shares
|
$2.6 Million
0.1% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
64,601
shares
|
$2.58 Million
1.48% of portfolio
|
Q4 2022
Reduced 3.0%
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
64,263
shares
|
$2.57 Million
0.24% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
63,471
shares
|
$2.54 Million
0.01% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
60,853
shares
|
$2.43 Million
0.44% of portfolio
|
Q1 2024
Added 447.58%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
58,402
shares
|
$2.34 Million
0.38% of portfolio
|
Q4 2024
Reduced 7.12%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
57,714
shares
|
$2.31 Million
1.08% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
56,877
shares
|
$2.28 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
54,318
shares
|
$2.17 Million
0.03% of portfolio
|
Q4 2024
Added 33.42%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Feb 12, 2025 Q4 2024 |
54,022
shares
|
$2.16 Million
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
53,525
shares
|
$2.14 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
51,577
shares
|
$2.06 Million
0.08% of portfolio
|
Q4 2024
Added 41.21%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
51,203
shares
|
$2.05 Million
0.1% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
50,561
shares
|
$2.02 Million
0.07% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
49,787
shares
|
$1.99 Million
0.17% of portfolio
|
Q4 2022
Added 28.84%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
49,439
shares
|
$1.98 Million
0.78% of portfolio
|
Q4 2024
Added 0.48%
|