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 393 institutions that hold shares in the stock, with a total of 64.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
501,430
shares
|
$20.2 Million
0.31% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
478,241
shares
|
$19.3 Million
4.88% of portfolio
|
Q3 2024
Added 11.12%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
472,857
shares
|
$19 Million
0.13% of portfolio
|
Q3 2024
Added 12.3%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
431,372
shares
|
$17.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Hc Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
370,237
shares
|
$14.9 Million
13.25% of portfolio
|
Q3 2024
Added 8.23%
|
|
|
Bank Hapoalim Bm
|
Oct 28, 2024 Q3 2024 |
348,000
shares
|
$14 Million
2.21% of portfolio
|
Q1 2024
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
332,200
shares
|
$13.4 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
264,833
shares
|
$10.7 Million
0.35% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
257,249
shares
|
$10.4 Million
0.06% of portfolio
|
Q3 2024
Reduced 25.27%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
241,782
shares
|
$9.74 Million
0.08% of portfolio
|
Q3 2024
Added 9.12%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
232,090
shares
|
$9.35 Million
4.2% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
229,366
shares
|
$9.24 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
208,142
shares
|
$8.38 Million
1.73% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
189,346
shares
|
$7.62 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
186,112
shares
|
$7.49 Million
0.02% of portfolio
|
Q3 2024
Added 8.3%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
178,099
shares
|
$7.17 Million
3.72% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
173,873
shares
|
$7 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
170,932
shares
|
$6.88 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.1%
|
|
|
Manchester Financial Inc
|
Oct 24, 2024 Q3 2024 |
170,035
shares
|
$6.85 Million
1.65% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
169,234
shares
|
$6.82 Million
3.92% of portfolio
|
Q2 2024
Reduced 56.95%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
165,534
shares
|
$6.67 Million
0.07% of portfolio
|
Q3 2024
Added 52.41%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Nov 07, 2024 Q3 2024 |
163,085
shares
|
$6.57 Million
1.75% of portfolio
|
Q3 2024
Added 9.13%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
156,776
shares
|
$6.31 Million
3.44% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Nov 12, 2024 Q3 2024 |
155,982
shares
|
$6.28 Million
1.21% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
154,830
shares
|
$6.24 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.28%
|