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 397 institutions that hold shares in the stock, with a total of 59.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
6,184
shares
|
$254,286
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
6,113
shares
|
$251,366
0.02% of portfolio
|
Q3 2024
Reduced 9.15%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
6,090
shares
|
$250,420
0.1% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
6,074
shares
|
$249,762
0.02% of portfolio
|
Q3 2024
Added 4.2%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
6,055
shares
|
$248,981
0.02% of portfolio
|
Q1 2023
Reduced 6.2%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,034
shares
|
$248,118
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
6,010
shares
|
$247,131
0.0% of portfolio
|
Q3 2024
Added 37.84%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
6,000
shares
|
$246,719
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 04, 2024 Q3 2024 |
5,985
shares
|
$246,103
0.13% of portfolio
|
Q3 2024
Reduced 48.39%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
5,967
shares
|
$245,363
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
5,950
shares
|
$244,663
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
5,940
shares
|
$244,252
0.03% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
5,853
shares
|
$240,675
0.0% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
Sterling Investment Management, LLC
|
Jan 17, 2025 Q4 2024 |
5,800
shares
|
$238,495
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
5,737
shares
|
$235,905
0.01% of portfolio
|
Q3 2024
Reduced 21.28%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Nov 07, 2024 Q3 2024 |
5,699
shares
|
$234,342
0.17% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Alpha Omega Group, Inc.
|
Nov 12, 2024 Q3 2024 |
5,600
shares
|
$230,272
0.33% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
5,567
shares
|
$228,915
0.09% of portfolio
|
Q3 2024
Reduced 48.14%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
5,511
shares
|
$226,612
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
5,501
shares
|
$226,201
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
5,444
shares
|
$223,857
0.04% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
5,319
shares
|
$218,717
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
5,293
shares
|
$217,648
0.04% of portfolio
|
Q2 2024
Reduced 5.36%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
5,289
shares
|
$217,483
0.07% of portfolio
|
Q3 2024
Reduced 96.78%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
5,074
shares
|
$208,642
0.0% of portfolio
|
Q4 2024
Reduced 1.05%
|