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 |
---|---|---|---|---|---|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
10,961
shares
|
$457,402
0.14% of portfolio
|
Q4 2023
Reduced 2.84%
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
10,774
shares
|
$449,599
0.03% of portfolio
|
Q2 2023
Reduced 23.09%
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
10,625
shares
|
$443,381
0.06% of portfolio
|
Q2 2024
Reduced 0.38%
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Jul 31, 2024 Q2 2024 |
10,594
shares
|
$442,087
0.21% of portfolio
|
Q2 2024
Added 0.02%
|
|
Synovus Financial Corp
Columbus, GA |
Aug 13, 2024 Q2 2024 |
10,454
shares
|
$436,245
0.01% of portfolio
|
Q2 2024
Added 58.44%
|
|
Calton & Associates, Inc.
|
Jul 19, 2024 Q2 2024 |
10,373
shares
|
$432,865
0.2% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Aug 06, 2024 Q2 2024 |
10,350
shares
|
$431,905
0.26% of portfolio
|
Q4 2023
New holding
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
10,102
shares
|
$421,556
0.07% of portfolio
|
Q4 2023
Reduced 12.7%
|
|
Iams Wealth Management, LLC
Omaha, NE |
Aug 05, 2024 Q2 2024 |
10,060
shares
|
$419,803
0.21% of portfolio
|
Q2 2024
Reduced 72.95%
|
|
Zacks Investment Management
Chicago, IL |
Aug 14, 2024 Q2 2024 |
9,999
shares
|
$417,258
0.0% of portfolio
|
Q2 2024
Added 39.01%
|
|
Centaurus Financial, Inc.
|
Sep 20, 2024 Q2 2024 |
9,998
shares
|
$417,216
0.03% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Aug 08, 2024 Q2 2024 |
9,900
shares
|
$413,126
0.06% of portfolio
|
Q2 2024
Reduced 6.6%
|
|
United Bank
|
Jul 23, 2024 Q2 2024 |
9,712
shares
|
$405,281
0.18% of portfolio
|
Q2 2024
Reduced 9.06%
|
|
Xml Financial, LLC
|
Jul 22, 2024 Q2 2024 |
9,654
shares
|
$402,861
0.04% of portfolio
|
Q1 2024
Reduced 0.5%
|
|
Santori & Peters, Inc.
|
Jul 22, 2024 Q2 2024 |
9,621
shares
|
$401,484
0.16% of portfolio
|
Q2 2024
Added 0.63%
|
|
Sykon Capital LLC
Harrison, NY |
Aug 08, 2024 Q2 2024 |
9,582
shares
|
$399,856
0.14% of portfolio
|
Q2 2024
Reduced 4.15%
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
9,504
shares
|
$396,601
0.17% of portfolio
|
Q1 2023
Reduced 8.62%
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
9,368
shares
|
$390,926
0.04% of portfolio
|
Q4 2023
Reduced 0.78%
|
|
Claro Advisors LLC
Boston, MA |
Jul 31, 2024 Q2 2024 |
9,341
shares
|
$389,799
0.06% of portfolio
|
Q2 2024
Added 1.22%
|
|
Regions Financial Corp
|
Jul 31, 2024 Q2 2024 |
9,259
shares
|
$386,378
0.0% of portfolio
|
Q2 2024
Reduced 1.42%
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2024 Q2 2024 |
9,015
shares
|
$376,195
0.01% of portfolio
|
Q1 2024
Reduced 2.24%
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 26, 2024 Q2 2024 |
8,934
shares
|
$372,815
0.05% of portfolio
|
Q2 2024
Reduced 2.03%
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
8,928
shares
|
$372,565
0.0% of portfolio
|
Q2 2024
Reduced 8.88%
|
|
Moseley Investment Management Inc
|
Jul 16, 2024 Q2 2024 |
8,870
shares
|
$370,145
0.16% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
Caprock Group, Inc.
|
Aug 06, 2024 Q2 2024 |
8,800
shares
|
$367,224
0.01% of portfolio
|
Q2 2024
New holding
|