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 $2.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
5,074
shares
|
$220,820
0.0% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
4,989
shares
|
$217,121
0.0% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,577
shares
|
$199,191
0.06% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
4,095
shares
|
$178,214
0.03% of portfolio
|
Q4 2024
Added 18.87%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
4,095
shares
|
$178,214
0.09% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
4,060
shares
|
$176,691
0.14% of portfolio
|
Q2 2021
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,835
shares
|
$166,899
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
3,550
shares
|
$154,496
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
3,386
shares
|
$147,358
0.02% of portfolio
|
Q4 2024
Added 33.62%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
3,253
shares
|
$141,570
0.06% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
3,250
shares
|
$141,440
0.02% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
2,979
shares
|
$129,646
0.0% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Feb 07, 2025 Q4 2024 |
2,625
shares
|
$114,240
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
2,565
shares
|
$111,628
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
2,428
shares
|
$105,666
0.02% of portfolio
|
Q4 2024
Reduced 32.14%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
2,391
shares
|
$104,056
0.04% of portfolio
|
Q3 2023
Added 1.1%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
2,382
shares
|
$103,664
0.03% of portfolio
|
Q3 2024
Added 7.39%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
2,200
shares
|
$95,744
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
2,000
shares
|
$87,040
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
2,000
shares
|
$87,040
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,947
shares
|
$84,733
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
1,900
shares
|
$82,688
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
1,875
shares
|
$81,600
0.04% of portfolio
|
Q3 2017
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
1,832
shares
|
$79,728
0.0% of portfolio
|
Q1 2024
Reduced 7.61%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
1,481
shares
|
$64,453
0.1% of portfolio
|
Q4 2024
New holding
|