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 |
|---|---|---|---|---|---|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Feb 10, 2025 Q4 2024 |
26,788
shares
|
$1.07 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
26,628
shares
|
$1.07 Million
0.21% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
26,508
shares
|
$1.06 Million
0.58% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
26,183
shares
|
$1.05 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
25,134
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2022
Added 0.28%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
25,000
shares
|
$1 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
25,000
shares
|
$1 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
24,697
shares
|
$988,126
0.06% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
24,290
shares
|
$971,842
0.09% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 14, 2025 Q1 2025 |
23,460
shares
|
$938,634
0.04% of portfolio
|
Q1 2025
Reduced 18.6%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Feb 10, 2025 Q4 2024 |
23,416
shares
|
$936,874
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
23,098
shares
|
$924,150
0.21% of portfolio
|
Q4 2024
Added 38.74%
|
|
|
Finward Bancorp
Munster, IN |
Feb 13, 2025 Q4 2024 |
22,517
shares
|
$900,905
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Feb 14, 2025 Q4 2024 |
22,386
shares
|
$895,663
0.49% of portfolio
|
Q4 2024
Added 121.07%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Apr 14, 2025 Q1 2025 |
22,227
shares
|
$889,302
0.6% of portfolio
|
Q1 2025
Reduced 16.77%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
22,190
shares
|
$887,821
0.29% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
22,152
shares
|
$886,301
0.09% of portfolio
|
Q4 2024
Reduced 10.81%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
22,113
shares
|
$884,741
0.08% of portfolio
|
Q3 2023
Reduced 8.57%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
22,065
shares
|
$882,820
0.09% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
21,990
shares
|
$879,819
0.0% of portfolio
|
Q4 2024
Added 11.39%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
21,931
shares
|
$877,459
0.03% of portfolio
|
Q2 2020
Added 12.68%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
21,845
shares
|
$874,018
0.03% of portfolio
|
Q4 2024
Added 7.83%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
21,326
shares
|
$853,253
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
21,036
shares
|
$841,650
0.08% of portfolio
|
Q4 2024
Added 8.44%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
20,973
shares
|
$839,129
0.02% of portfolio
|
Q4 2024
Added 16.75%
|