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 432 institutions that hold shares in the stock, with a total of 68.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
15,752
shares
|
$678,281
0.02% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jan 29, 2025 Q4 2024 |
15,747
shares
|
$678,065
1.03% of portfolio
|
Q4 2024
Reduced 87.35%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
15,681
shares
|
$675,223
0.38% of portfolio
|
Q1 2023
Added 1.79%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
15,463
shares
|
$665,836
0.0% of portfolio
|
Q4 2024
Reduced 16.01%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
15,277
shares
|
$657,827
0.06% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
15,143
shares
|
$652,057
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
14,539
shares
|
$626,049
0.01% of portfolio
|
Q4 2024
Added 148.4%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
14,495
shares
|
$624,154
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Illumine Investment Management, LLC
Poulsbo, WA |
Feb 05, 2025 Q4 2024 |
14,367
shares
|
$618,643
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
14,134
shares
|
$608,610
0.03% of portfolio
|
Q4 2024
Reduced 34.86%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
14,108
shares
|
$607,490
0.01% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Bell Bank
|
Feb 03, 2025 Q4 2024 |
14,015
shares
|
$603,485
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
13,980
shares
|
$601,978
0.0% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
1776 Wealth LLC
|
Feb 10, 2025 Q4 2024 |
13,695
shares
|
$589,706
0.24% of portfolio
|
Q3 2024
Reduced 10.41%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
13,670
shares
|
$588,630
0.04% of portfolio
|
Q4 2024
Added 50.97%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
13,363
shares
|
$575,410
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
13,232
shares
|
$569,769
0.13% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
13,010
shares
|
$560,210
0.03% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
12,887
shares
|
$554,914
0.24% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
12,832
shares
|
$552,545
0.25% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
12,799
shares
|
$551,124
0.03% of portfolio
|
Q4 2024
Added 11.02%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
12,734
shares
|
$548,326
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
12,563
shares
|
$540,962
0.23% of portfolio
|
Q1 2024
Added 5.55%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
12,116
shares
|
$521,714
0.39% of portfolio
|
Q4 2024
Reduced 16.45%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
12,091
shares
|
$520,638
0.01% of portfolio
|
Q2 2024
New holding
|