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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
17,616
shares
|
$719,437
0.0% of portfolio
|
Q3 2024
Added 56.07%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
17,608
shares
|
$719,110
0.05% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
17,450
shares
|
$712,658
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
17,000
shares
|
$694,280
0.03% of portfolio
|
Q4 2021
Reduced 15.0%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
16,941
shares
|
$691,870
0.08% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
16,798
shares
|
$686,030
0.02% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
16,648
shares
|
$679,904
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
16,480
shares
|
$673,043
0.12% of portfolio
|
Q1 2023
Added 96.99%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
16,195
shares
|
$661,403
0.1% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
15,711
shares
|
$641,637
0.02% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
15,682
shares
|
$640,452
0.11% of portfolio
|
Q3 2024
Added 58.4%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
15,681
shares
|
$640,412
0.38% of portfolio
|
Q1 2023
Added 1.79%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
15,447
shares
|
$630,855
0.65% of portfolio
|
Q4 2022
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
15,129
shares
|
$617,868
0.13% of portfolio
|
Q2 2024
Added 9.84%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
14,098
shares
|
$575,762
0.09% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
13,744
shares
|
$561,304
0.01% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
1776 Wealth LLC
|
Nov 06, 2024 Q3 2024 |
13,695
shares
|
$559,303
0.27% of portfolio
|
Q3 2024
Reduced 10.41%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
13,506
shares
|
$551,585
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
13,420
shares
|
$548,072
0.0% of portfolio
|
Q3 2024
Reduced 9.91%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
13,407
shares
|
$547,541
0.0% of portfolio
|
Q3 2024
Added 8.87%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
13,382
shares
|
$546,520
0.05% of portfolio
|
Q3 2024
Reduced 38.15%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
13,171
shares
|
$537,903
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
12,913
shares
|
$527,366
0.27% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
12,887
shares
|
$526,305
0.24% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
12,799
shares
|
$522,711
0.03% of portfolio
|
Q4 2024
Added 11.02%
|