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 |
|---|---|---|---|---|---|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
11,992
shares
|
$496,228
0.02% of portfolio
|
Q1 2025
Reduced 33.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
11,950
shares
|
$494,491
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
11,858
shares
|
$490,684
0.05% of portfolio
|
Q1 2025
Added 7.12%
|
|
|
Illumine Investment Management, LLC
Poulsbo, WA |
Apr 22, 2025 Q1 2025 |
11,741
shares
|
$485,842
0.42% of portfolio
|
Q1 2025
Reduced 18.28%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
11,610
shares
|
$480,421
0.01% of portfolio
|
Q1 2025
Added 4.23%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
11,580
shares
|
$479,180
0.17% of portfolio
|
Q2 2024
Reduced 1.7%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
11,468
shares
|
$474,545
0.05% of portfolio
|
Q1 2025
Added 10.25%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
11,421
shares
|
$472,600
0.21% of portfolio
|
Q1 2025
Added 27.37%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
11,324
shares
|
$468,587
0.0% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
11,267
shares
|
$466,228
0.09% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
11,173
shares
|
$462,338
0.04% of portfolio
|
Q4 2024
Reduced 11.51%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
11,160
shares
|
$461,800
0.03% of portfolio
|
Q3 2022
Reduced 5.95%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
May 05, 2025 Q1 2025 |
11,159
shares
|
$461,759
0.26% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
10,961
shares
|
$453,566
0.14% of portfolio
|
Q4 2023
Reduced 2.84%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
10,774
shares
|
$445,828
0.03% of portfolio
|
Q2 2023
Reduced 23.09%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
10,643
shares
|
$440,407
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
May 02, 2025 Q1 2025 |
10,600
shares
|
$438,628
0.24% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
10,497
shares
|
$434,365
0.19% of portfolio
|
Q4 2024
Reduced 8.07%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
May 02, 2025 Q1 2025 |
10,495
shares
|
$434,283
0.4% of portfolio
|
Q1 2025
Reduced 55.18%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
10,418
shares
|
$431,096
0.06% of portfolio
|
Q1 2025
Reduced 5.91%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
10,382
shares
|
$429,607
0.04% of portfolio
|
Q1 2025
Reduced 6.27%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
10,373
shares
|
$429,234
0.11% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Apr 24, 2025 Q1 2025 |
10,350
shares
|
$428,283
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
10,265
shares
|
$424,765
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
10,135
shares
|
$419,386
0.11% of portfolio
|
Q1 2025
Reduced 21.81%
|