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 |
|---|---|---|---|---|---|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
6,275
shares
|
$259,847
0.07% of portfolio
|
Q4 2024
Reduced 13.69%
|
|
|
Heartwood Wealth Advisors LLC
|
Apr 21, 2025 Q1 2025 |
6,246
shares
|
$258,646
0.03% of portfolio
|
Q1 2024
Reduced 27.32%
|
|
|
Old Port Advisors
|
May 06, 2025 Q1 2025 |
6,195
shares
|
$256,534
0.08% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
6,145
shares
|
$254,464
0.01% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
May 09, 2025 Q1 2025 |
6,099
shares
|
$252,559
0.23% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
6,055
shares
|
$250,737
0.02% of portfolio
|
Q1 2023
Reduced 6.2%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
6,000
shares
|
$248,459
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
5,950
shares
|
$246,389
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
5,857
shares
|
$242,538
0.02% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
5,856
shares
|
$242,496
0.01% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
5,853
shares
|
$242,372
0.0% of portfolio
|
Q1 2025
Reduced 59.74%
|
|
|
Sterling Investment Management, LLC
|
Apr 15, 2025 Q1 2025 |
5,800
shares
|
$240,177
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,720
shares
|
$236,865
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
5,637
shares
|
$233,428
0.0% of portfolio
|
Q4 2024
Reduced 13.95%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
5,605
shares
|
$232,103
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
5,527
shares
|
$228,873
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
5,519
shares
|
$228,541
0.05% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Bond & Devick Financial Network, Inc.
|
Apr 08, 2025 Q1 2025 |
5,511
shares
|
$228,210
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
5,486
shares
|
$227,175
0.01% of portfolio
|
Q1 2025
Added 5.66%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
5,453
shares
|
$225,808
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
5,387
shares
|
$223,075
0.06% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
May 13, 2025 Q1 2025 |
5,344
shares
|
$221,295
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
5,341
shares
|
$221,170
0.04% of portfolio
|
Q1 2025
Added 57.74%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
5,319
shares
|
$220,259
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
5,293
shares
|
$219,183
0.04% of portfolio
|
Q1 2025
Reduced 9.86%
|