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 393 institutions that hold shares in the stock, with a total of 64.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sightline Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
7,554
shares
|
$316,965
0.17% of portfolio
|
Q3 2024
Reduced 40.76%
|
|
|
Wespac Advisors So Cal, LLC
|
Nov 06, 2024 Q3 2024 |
7,550
shares
|
$316,798
0.07% of portfolio
|
Q1 2022
New holding
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
7,540
shares
|
$316,378
0.2% of portfolio
|
Q2 2024
Reduced 8.16%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
7,455
shares
|
$312,811
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
7,416
shares
|
$311,175
0.01% of portfolio
|
Q3 2024
Added 24.51%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
7,412
shares
|
$311,007
0.01% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
7,306
shares
|
$306,559
0.0% of portfolio
|
Q3 2024
Reduced 53.96%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
7,270
shares
|
$305,049
0.08% of portfolio
|
Q3 2024
Reduced 55.37%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
7,265
shares
|
$304,839
0.08% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
7,260
shares
|
$304,629
0.02% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
7,159
shares
|
$300,391
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
7,136
shares
|
$299,426
0.02% of portfolio
|
Q3 2024
Reduced 10.36%
|
|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
7,005
shares
|
$293,929
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
6,851
shares
|
$287,467
0.14% of portfolio
|
Q3 2024
Reduced 9.01%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
6,749
shares
|
$283,188
0.05% of portfolio
|
Q3 2024
Reduced 10.3%
|
|
|
Old Port Advisors
|
Oct 24, 2024 Q3 2024 |
6,715
shares
|
$281,761
0.08% of portfolio
|
Q1 2024
Reduced 18.5%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
6,687
shares
|
$280,586
0.02% of portfolio
|
Q3 2024
Reduced 6.91%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
6,618
shares
|
$277,691
0.01% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
6,598
shares
|
$276,852
0.04% of portfolio
|
Q1 2024
Reduced 1.08%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
6,551
shares
|
$274,879
0.0% of portfolio
|
Q3 2024
Reduced 15.72%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
6,420
shares
|
$269,383
0.01% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
6,368
shares
|
$267,201
0.01% of portfolio
|
Q3 2024
Reduced 15.42%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 07, 2024 Q3 2024 |
6,246
shares
|
$262,082
0.03% of portfolio
|
Q1 2024
Reduced 27.32%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
6,201
shares
|
$260,193
0.23% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
6,184
shares
|
$259,480
0.01% of portfolio
|
Q3 2024
New holding
|