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 |
|---|---|---|---|---|---|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
35,764
shares
|
$1.43 Million
0.0% of portfolio
|
Q4 2024
Reduced 19.21%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
35,724
shares
|
$1.43 Million
0.03% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
35,242
shares
|
$1.41 Million
0.04% of portfolio
|
Q1 2025
Reduced 11.14%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
34,979
shares
|
$1.4 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
34,365
shares
|
$1.37 Million
0.05% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Santori & Peters, Inc.
|
Jan 28, 2025 Q4 2024 |
33,650
shares
|
$1.35 Million
0.52% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
33,350
shares
|
$1.33 Million
0.05% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Feb 12, 2025 Q4 2024 |
32,993
shares
|
$1.32 Million
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
32,100
shares
|
$1.28 Million
0.55% of portfolio
|
Q4 2024
Added 5.86%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
31,637
shares
|
$1.27 Million
0.18% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Advisory Alpha, LLC
|
Apr 08, 2025 Q1 2025 |
31,412
shares
|
$1.26 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.05%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
31,112
shares
|
$1.24 Million
0.04% of portfolio
|
Q3 2022
Added 11.16%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
31,044
shares
|
$1.24 Million
0.13% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
31,042
shares
|
$1.24 Million
0.21% of portfolio
|
Q4 2024
Added 97.95%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
30,918
shares
|
$1.24 Million
0.23% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
30,307
shares
|
$1.21 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
30,239
shares
|
$1.21 Million
0.11% of portfolio
|
Q1 2025
Added 100696.67%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
30,201
shares
|
$1.21 Million
0.09% of portfolio
|
Q4 2024
Reduced 9.39%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
29,799
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2023
Reduced 51.99%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
28,411
shares
|
$1.14 Million
0.05% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Western Wealth Management, LLC
|
Apr 15, 2025 Q4 2024 |
28,187
shares
|
$1.13 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Feb 13, 2025 Q4 2024 |
28,164
shares
|
$1.13 Million
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
27,634
shares
|
$1.11 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
27,564
shares
|
$1.1 Million
0.05% of portfolio
|
Q4 2024
Reduced 12.4%
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
27,551
shares
|
$1.1 Million
0.53% of portfolio
|
Q4 2024
Added 1.22%
|