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 |
|---|---|---|---|---|---|
|
Wise Wealth Partners
Phoenix, AZ |
Apr 25, 2025 Q1 2025 |
5,267
shares
|
$217,948
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
5,213
shares
|
$215,713
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
5,135
shares
|
$212,486
0.0% of portfolio
|
Q1 2025
Reduced 19.18%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
5,065
shares
|
$209,589
0.0% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
5,010
shares
|
$207,313
0.04% of portfolio
|
Q1 2025
Added 22.34%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
4,895
shares
|
$202,555
0.02% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
4,878
shares
|
$201,851
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
4,787
shares
|
$198,086
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Salzhauer Michael
|
Apr 23, 2025 Q1 2025 |
4,675
shares
|
$193,451
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
4,648
shares
|
$192,334
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
4,628
shares
|
$191,506
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
4,617
shares
|
$191,051
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
4,610
shares
|
$190,761
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
4,133
shares
|
$171,023
0.0% of portfolio
|
Q1 2025
Added 38.74%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
4,096
shares
|
$169,492
0.1% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
4,060
shares
|
$168,002
0.14% of portfolio
|
Q2 2021
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,835
shares
|
$158,692
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
3,550
shares
|
$146,899
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
3,279
shares
|
$135,685
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
3,277
shares
|
$135,602
0.02% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
3,253
shares
|
$134,609
0.06% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
2,625
shares
|
$108,622
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
2,560
shares
|
$105,932
0.0% of portfolio
|
Q1 2025
Reduced 57.4%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
2,420
shares
|
$100,139
0.02% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
2,391
shares
|
$98,939
0.05% of portfolio
|
Q3 2023
Added 1.1%
|