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 |
|---|---|---|---|---|---|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
6,260
shares
|
$269,555
0.01% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
6,246
shares
|
$268,952
0.03% of portfolio
|
Q1 2024
Reduced 27.32%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
6,213
shares
|
$267,531
0.01% of portfolio
|
Q4 2024
Reduced 6.12%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
6,136
shares
|
$264,216
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
6,055
shares
|
$260,728
0.02% of portfolio
|
Q1 2023
Reduced 6.2%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
6,051
shares
|
$260,556
0.02% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,011
shares
|
$258,833
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
6,010
shares
|
$258,790
0.0% of portfolio
|
Q3 2024
Added 37.84%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
6,000
shares
|
$258,360
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Feb 11, 2025 Q4 2024 |
5,971
shares
|
$257,111
0.21% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
5,950
shares
|
$256,207
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
5,872
shares
|
$252,848
0.04% of portfolio
|
Q4 2024
Added 10.94%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
5,807
shares
|
$250,049
0.01% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Sterling Investment Management, LLC
|
Jan 17, 2025 Q4 2024 |
5,800
shares
|
$249,748
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
5,768
shares
|
$248,370
0.15% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
5,659
shares
|
$243,676
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
5,637
shares
|
$242,729
0.0% of portfolio
|
Q4 2024
Reduced 13.95%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
5,605
shares
|
$241,351
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
5,511
shares
|
$237,303
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
5,501
shares
|
$236,873
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
5,478
shares
|
$235,882
0.04% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
5,319
shares
|
$229,036
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Feb 14, 2025 Q4 2024 |
5,267
shares
|
$226,797
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
5,192
shares
|
$223,567
0.01% of portfolio
|
Q4 2024
Added 13.41%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
5,096
shares
|
$219,433
0.01% of portfolio
|
Q4 2024
Reduced 77.73%
|