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 |
---|---|---|---|---|---|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
8,800
shares
|
$367,224
0.05% of portfolio
|
Q1 2024
New holding
|
|
Clarus Group, Inc.
|
Jul 19, 2024 Q2 2024 |
8,742
shares
|
$364,803
0.15% of portfolio
|
Q1 2024
Added 28.39%
|
|
Gps Wealth Strategies Group, LLC
|
Jul 16, 2024 Q2 2024 |
8,741
shares
|
$364,761
0.05% of portfolio
|
Q2 2024
Added 23.79%
|
|
Oldfather Financial Services, LLC
|
Jul 24, 2024 Q2 2024 |
8,636
shares
|
$360,380
0.13% of portfolio
|
Q3 2022
Reduced 8.08%
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Jul 22, 2024 Q2 2024 |
8,400
shares
|
$350,532
0.32% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jul 17, 2024 Q2 2024 |
8,348
shares
|
$348,362
0.09% of portfolio
|
Q2 2024
Reduced 1.18%
|
|
Pfg Advisors
|
Aug 07, 2024 Q2 2024 |
7,961
shares
|
$332,212
0.02% of portfolio
|
Q2 2024
Added 5.11%
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Aug 12, 2024 Q2 2024 |
7,902
shares
|
$329,750
0.22% of portfolio
|
Q2 2024
Added 0.09%
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
7,773
shares
|
$324,367
0.0% of portfolio
|
Q2 2024
Added 4.91%
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
7,736
shares
|
$322,823
0.0% of portfolio
|
Q2 2024
New holding
|
|
Rda Financial Network
|
Jul 10, 2024 Q2 2024 |
7,701
shares
|
$321,362
0.1% of portfolio
|
Q2 2024
Reduced 0.73%
|
|
Sloy Dahl & Holst, LLC
|
Jul 22, 2024 Q2 2024 |
7,680
shares
|
$320,486
0.06% of portfolio
|
Q1 2023
Added 3.64%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
7,617
shares
|
$317,857
0.01% of portfolio
|
Q2 2024
Added 5.05%
|
|
Wespac Advisors So Cal, LLC
|
Jul 23, 2024 Q2 2024 |
7,550
shares
|
$315,061
0.07% of portfolio
|
Q1 2022
New holding
|
|
Integrity Financial Corp
|
Jul 30, 2024 Q2 2024 |
7,540
shares
|
$314,644
0.19% of portfolio
|
Q2 2024
Reduced 8.16%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Aug 09, 2024 Q2 2024 |
7,529
shares
|
$314,185
0.01% of portfolio
|
Q2 2024
New holding
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 19, 2024 Q2 2024 |
7,529
shares
|
$314,185
0.15% of portfolio
|
Q2 2024
Reduced 10.68%
|
|
Eagle Strategies LLC
New York, NY |
Aug 07, 2024 Q2 2024 |
7,524
shares
|
$313,976
0.05% of portfolio
|
Q2 2024
Reduced 80.27%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
7,455
shares
|
$311,097
0.0% of portfolio
|
Q1 2023
New holding
|
|
Stratos Wealth Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
7,288
shares
|
$304,128
0.01% of portfolio
|
Q2 2024
Reduced 11.27%
|
|
Principle Wealth Partners LLC
|
Aug 13, 2024 Q2 2024 |
7,282
shares
|
$303,877
0.02% of portfolio
|
Q2 2024
Added 0.3%
|
|
Koshinski Asset Management, Inc.
|
Jul 12, 2024 Q2 2024 |
7,183
shares
|
$299,746
0.03% of portfolio
|
Q2 2024
Added 5.37%
|
|
Waterfront Wealth Inc.
|
Aug 01, 2024 Q2 2024 |
7,165
shares
|
$298,995
0.08% of portfolio
|
Q2 2024
Reduced 6.52%
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jul 25, 2024 Q2 2024 |
7,159
shares
|
$298,745
0.06% of portfolio
|
Q2 2024
New holding
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Jul 31, 2024 Q2 2024 |
7,118
shares
|
$297,034
0.13% of portfolio
|
Q2 2024
Added 1.96%
|