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 470 institutions that hold shares in the stock, with a total of 78.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
19,348
shares
|
$800,620
0.16% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
19,167
shares
|
$793,130
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Tru Independence LLC
|
Apr 30, 2025 Q1 2025 |
19,020
shares
|
$787,047
0.27% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
18,830
shares
|
$779,185
0.02% of portfolio
|
Q1 2025
Added 85.19%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
18,663
shares
|
$772,274
0.0% of portfolio
|
Q1 2025
Reduced 7.27%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
17,810
shares
|
$736,977
0.03% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
17,727
shares
|
$733,543
0.09% of portfolio
|
Q1 2025
Reduced 11.25%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
17,617
shares
|
$728,991
0.04% of portfolio
|
Q1 2025
Added 37.64%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
17,604
shares
|
$728,453
0.1% of portfolio
|
Q2 2023
Added 6.82%
|
|
|
Neumann Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
17,450
shares
|
$722,081
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
17,146
shares
|
$709,501
0.0% of portfolio
|
Q1 2025
Added 10.88%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
17,081
shares
|
$706,811
0.04% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
17,000
shares
|
$703,460
0.04% of portfolio
|
Q4 2021
Reduced 15.0%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
16,648
shares
|
$688,894
0.17% of portfolio
|
Q4 2024
Reduced 7.7%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
16,440
shares
|
$680,287
0.02% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
16,195
shares
|
$670,149
0.11% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
16,007
shares
|
$662,369
0.22% of portfolio
|
Q1 2025
Added 10.43%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
15,681
shares
|
$648,879
0.38% of portfolio
|
Q1 2023
Added 1.79%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
15,353
shares
|
$635,307
0.07% of portfolio
|
Q1 2025
Reduced 11.09%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
15,083
shares
|
$624,134
0.01% of portfolio
|
Q1 2025
Reduced 78.68%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
May 12, 2025 Q1 2025 |
14,987
shares
|
$620,162
0.55% of portfolio
|
Q1 2025
Added 74.33%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
May 12, 2025 Q1 2025 |
14,947
shares
|
$618,506
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Bank
|
Apr 18, 2025 Q1 2025 |
14,848
shares
|
$614,410
0.04% of portfolio
|
Q1 2025
Added 5.94%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
14,803
shares
|
$612,548
0.26% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
14,582
shares
|
$603,403
0.23% of portfolio
|
Q1 2025
Reduced 20.72%
|