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 |
|---|---|---|---|---|---|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
20,779
shares
|
$831,367
0.07% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
20,576
shares
|
$823,245
0.05% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
20,540
shares
|
$821,805
0.04% of portfolio
|
Q4 2021
Reduced 7.59%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
20,465
shares
|
$818,804
0.4% of portfolio
|
Q4 2023
Reduced 0.1%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
20,127
shares
|
$805,281
0.0% of portfolio
|
Q4 2024
Reduced 72.84%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
19,973
shares
|
$799,119
0.1% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
19,919
shares
|
$796,959
0.04% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
19,737
shares
|
$789,677
0.19% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
19,620
shares
|
$784,996
0.07% of portfolio
|
Q3 2024
Reduced 75.47%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
19,495
shares
|
$779,994
0.05% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
19,398
shares
|
$776,113
0.09% of portfolio
|
Q1 2024
Added 0.91%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
19,167
shares
|
$766,871
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
18,983
shares
|
$759,509
0.25% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
18,594
shares
|
$743,945
0.23% of portfolio
|
Q4 2024
Reduced 46.41%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
18,542
shares
|
$741,865
0.04% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
18,202
shares
|
$728,262
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
17,899
shares
|
$716,138
0.03% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
17,874
shares
|
$715,138
0.03% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
17,776
shares
|
$711,217
0.02% of portfolio
|
Q4 2024
Reduced 20.32%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
17,622
shares
|
$705,056
0.05% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
17,604
shares
|
$704,336
0.1% of portfolio
|
Q2 2023
Added 6.82%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
17,489
shares
|
$699,734
0.0% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Neumann Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
17,450
shares
|
$698,174
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
17,268
shares
|
$690,892
0.07% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
17,129
shares
|
$685,331
0.04% of portfolio
|
Q4 2024
Reduced 11.35%
|