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 |
|---|---|---|---|---|---|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
7,472
shares
|
$309,191
0.02% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
7,455
shares
|
$308,487
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
7,260
shares
|
$300,418
0.02% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
7,159
shares
|
$296,239
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
7,108
shares
|
$294,129
0.0% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
7,036
shares
|
$291,149
0.01% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Apr 16, 2025 Q1 2025 |
7,025
shares
|
$290,694
0.29% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
7,005
shares
|
$289,866
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
6,991
shares
|
$289,287
0.03% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
6,982
shares
|
$288,915
0.02% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
6,959
shares
|
$287,963
0.21% of portfolio
|
Q1 2025
Added 20.65%
|
|
|
Clear Harbor Asset Management, LLC
|
May 15, 2025 Q1 2025 |
6,955
shares
|
$287,797
0.02% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
6,935
shares
|
$286,970
0.07% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Apr 09, 2025 Q1 2025 |
6,933
shares
|
$286,887
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Sykon Capital LLC
Harrison, NY |
May 15, 2025 Q1 2025 |
6,922
shares
|
$286,432
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
6,859
shares
|
$283,825
0.0% of portfolio
|
Q1 2025
Added 11.78%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
6,772
shares
|
$280,225
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
6,726
shares
|
$278,321
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
6,714
shares
|
$277,825
0.02% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Financial Advisors Network, Inc.
|
May 13, 2025 Q1 2025 |
6,683
shares
|
$276,542
0.05% of portfolio
|
Q1 2025
Reduced 7.51%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
6,657
shares
|
$275,466
0.03% of portfolio
|
Q4 2024
Reduced 30.48%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
6,628
shares
|
$274,266
0.05% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
6,507
shares
|
$269,259
0.04% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
6,330
shares
|
$261,935
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
6,298
shares
|
$260,611
0.01% of portfolio
|
Q1 2025
Added 0.61%
|