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 |
|---|---|---|---|---|---|
|
Gds Wealth Management
|
Nov 04, 2024 Q3 2024 |
66,670
shares
|
$2.72 Million
0.27% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
65,386
shares
|
$2.67 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
64,601
shares
|
$2.64 Million
1.48% of portfolio
|
Q4 2022
Reduced 3.0%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
64,381
shares
|
$2.63 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
63,229
shares
|
$2.58 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Sargent Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
62,882
shares
|
$2.57 Million
0.48% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
62,791
shares
|
$2.56 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
60,853
shares
|
$2.49 Million
0.44% of portfolio
|
Q1 2024
Added 447.58%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 07, 2024 Q3 2024 |
59,888
shares
|
$2.45 Million
1.41% of portfolio
|
Q3 2024
Reduced 78.66%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
57,279
shares
|
$2.34 Million
1.12% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
56,877
shares
|
$2.32 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
55,048
shares
|
$2.25 Million
0.07% of portfolio
|
Q3 2024
Reduced 36.47%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
53,323
shares
|
$2.18 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
51,074
shares
|
$2.09 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
49,787
shares
|
$2.03 Million
0.17% of portfolio
|
Q4 2022
Added 28.84%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 31, 2024 Q3 2024 |
49,202
shares
|
$2.01 Million
0.8% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
49,190
shares
|
$2.01 Million
0.27% of portfolio
|
Q4 2024
Reduced 19.41%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
49,013
shares
|
$2 Million
0.29% of portfolio
|
Q4 2024
Added 344.24%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
48,406
shares
|
$1.98 Million
0.13% of portfolio
|
Q3 2024
Added 103.59%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
47,846
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2024
Added 7.97%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
47,241
shares
|
$1.93 Million
0.07% of portfolio
|
Q2 2024
Reduced 26.62%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
47,009
shares
|
$1.92 Million
0.94% of portfolio
|
Q4 2024
Reduced 7.19%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
45,951
shares
|
$1.88 Million
0.33% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
44,268
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
42,847
shares
|
$1.75 Million
0.15% of portfolio
|
Q3 2024
Added 42.6%
|