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 |
|---|---|---|---|---|---|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
49,013
shares
|
$1.96 Million
0.29% of portfolio
|
Q4 2024
Added 344.24%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
48,920
shares
|
$1.96 Million
1.23% of portfolio
|
Q4 2024
New holding
|
|
|
Teamwork Financial Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
47,734
shares
|
$1.91 Million
0.29% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
47,169
shares
|
$1.89 Million
1.02% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
47,143
shares
|
$1.89 Million
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
45,951
shares
|
$1.84 Million
0.33% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
42,422
shares
|
$1.7 Million
0.04% of portfolio
|
Q4 2024
Added 11.66%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Apr 14, 2025 Q1 2025 |
42,157
shares
|
$1.69 Million
1.64% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
42,027
shares
|
$1.68 Million
0.06% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
41,150
shares
|
$1.65 Million
0.78% of portfolio
|
Q4 2024
Reduced 31.29%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
40,686
shares
|
$1.63 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
40,165
shares
|
$1.61 Million
0.0% of portfolio
|
Q4 2024
Added 34.34%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
39,673
shares
|
$1.59 Million
0.16% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
39,440
shares
|
$1.58 Million
0.02% of portfolio
|
Q4 2024
Added 4.72%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
39,273
shares
|
$1.57 Million
0.1% of portfolio
|
Q4 2024
Added 5.45%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
39,053
shares
|
$1.56 Million
0.41% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
38,446
shares
|
$1.54 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.65%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
37,868
shares
|
$1.52 Million
0.14% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
37,139
shares
|
$1.49 Million
0.11% of portfolio
|
Q4 2024
Reduced 13.32%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
37,081
shares
|
$1.48 Million
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
36,962
shares
|
$1.48 Million
0.07% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
36,573
shares
|
$1.46 Million
0.12% of portfolio
|
Q4 2024
Added 173.3%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
36,316
shares
|
$1.45 Million
0.02% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
36,202
shares
|
$1.45 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
36,192
shares
|
$1.45 Million
0.0% of portfolio
|
Q4 2024
Added 23.62%
|