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 430 institutions that hold shares in the stock, with a total of 68.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
9,111,719
shares
|
$395 Million
0.15% of portfolio
|
Q4 2024
Added 7.77%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
6,986,046
shares
|
$303 Million
0.02% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
3,162,621
shares
|
$137 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
3,007,755
shares
|
$130 Million
0.03% of portfolio
|
Q4 2024
Added 91.54%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,739,773
shares
|
$119 Million
0.03% of portfolio
|
Q4 2024
Added 11.03%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,084,400
shares
|
$90.4 Million
0.01% of portfolio
|
Q4 2024
Added 22.46%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
2,001,293
shares
|
$86.8 Million
0.02% of portfolio
|
Q4 2024
Added 10.85%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,967,996
shares
|
$85.3 Million
0.02% of portfolio
|
Q4 2024
Added 18.1%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Feb 10, 2025 Q4 2024 |
1,951,507
shares
|
$84.6 Million
34.93% of portfolio
|
Q4 2024
Added 19.6%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,943,716
shares
|
$84.3 Million
0.11% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
1,795,870
shares
|
$77.9 Million
0.16% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
1,741,230
shares
|
$75.5 Million
3.88% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,555,353
shares
|
$67.4 Million
0.05% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,240,582
shares
|
$53.8 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
1,188,421
shares
|
$51.5 Million
0.05% of portfolio
|
Q4 2024
Added 16.99%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,047,255
shares
|
$45.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,034,606
shares
|
$44.9 Million
0.0% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
997,282
shares
|
$43.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
956,968
shares
|
$41.5 Million
4.94% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
848,683
shares
|
$36.8 Million
6.62% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
829,815
shares
|
$36 Million
0.11% of portfolio
|
Q4 2024
Added 14.56%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
755,969
shares
|
$32.8 Million
0.04% of portfolio
|
Q4 2024
Reduced 11.44%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
580,744
shares
|
$25.2 Million
0.06% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
569,172
shares
|
$24.7 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
549,604
shares
|
$23.8 Million
0.32% of portfolio
|
Q4 2024
Added 9.61%
|