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 373 institutions that hold shares in the stock, with a total of 56.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.35 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
7,888,179
shares
|
$329 Million
0.15% of portfolio
|
Q2 2024
Reduced 4.49%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
6,536,260
shares
|
$273 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.46%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
2,340,244
shares
|
$97.7 Million
0.02% of portfolio
|
Q2 2024
Added 29.29%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
2,273,479
shares
|
$94.9 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.83%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
1,941,020
shares
|
$81 Million
0.11% of portfolio
|
Q2 2024
Added 9.46%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
1,773,137
shares
|
$74 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
1,757,771
shares
|
$73.4 Million
0.16% of portfolio
|
Q2 2024
Reduced 15.4%
|
|
Csenge Advisory Group
|
Jul 10, 2024 Q2 2024 |
1,740,756
shares
|
$72.6 Million
3.79% of portfolio
|
Q2 2024
Added 6.07%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
1,732,343
shares
|
$72.3 Million
0.01% of portfolio
|
Q2 2024
Added 2.43%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
1,604,824
shares
|
$67 Million
0.01% of portfolio
|
Q2 2024
Reduced 7.09%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
1,447,886
shares
|
$60.4 Million
0.05% of portfolio
|
Q2 2024
Added 3.75%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
1,297,348
shares
|
$54.1 Million
0.12% of portfolio
|
Q2 2024
Reduced 24.83%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
1,057,984
shares
|
$44.1 Million
0.03% of portfolio
|
Q2 2024
Reduced 2.45%
|
|
True Private Wealth Advisors
|
Jul 16, 2024 Q2 2024 |
1,041,235
shares
|
$43.5 Million
4.64% of portfolio
|
Q2 2024
Reduced 6.11%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
1,014,618
shares
|
$42.3 Million
0.04% of portfolio
|
Q2 2024
Reduced 19.56%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
992,531
shares
|
$41.4 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.65%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
945,101
shares
|
$39.4 Million
0.0% of portfolio
|
Q2 2024
Reduced 17.92%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
899,621
shares
|
$37.5 Million
0.05% of portfolio
|
Q2 2024
Added 6.99%
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Aug 13, 2024 Q2 2024 |
857,616
shares
|
$35.8 Million
6.54% of portfolio
|
Q2 2024
Reduced 20.26%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
671,391
shares
|
$28 Million
0.09% of portfolio
|
Q2 2024
Reduced 7.92%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
562,818
shares
|
$23.5 Million
0.07% of portfolio
|
Q2 2024
Reduced 1.31%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
549,205
shares
|
$22.9 Million
0.03% of portfolio
|
Q2 2024
Reduced 6.16%
|
|
Beacon Financial Group
|
Aug 06, 2024 Q2 2024 |
529,942
shares
|
$22.1 Million
2.31% of portfolio
|
Q1 2024
Reduced 0.34%
|
|
Stephens Inc
|
Aug 06, 2024 Q2 2024 |
516,912
shares
|
$21.6 Million
0.31% of portfolio
|
Q2 2024
Reduced 2.13%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
437,401
shares
|
$18.3 Million
0.03% of portfolio
|
Q2 2024
Reduced 4.44%
|