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 373 institutions that hold shares in the stock, with a total of 56.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.35 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Southland Equity Partners LLC
Wildwood, MO |
Jul 12, 2024 Q2 2024 |
430,386
shares
|
$18 Million
4.66% of portfolio
|
Q2 2024
Added 5.88%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
421,073
shares
|
$17.6 Million
0.11% of portfolio
|
Q2 2024
Reduced 22.05%
|
|
Bank Hapoalim Bm
|
Jul 23, 2024 Q2 2024 |
348,000
shares
|
$14.5 Million
1.87% of portfolio
|
Q1 2024
New holding
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
344,256
shares
|
$14.4 Million
0.07% of portfolio
|
Q2 2024
Added 2.69%
|
|
Hc Advisors, LLC
|
Aug 07, 2024 Q2 2024 |
342,069
shares
|
$14.3 Million
12.44% of portfolio
|
Q2 2024
Added 0.18%
|
|
Spectrum Wealth Advisory Group, LLC
|
Aug 07, 2024 Q2 2024 |
280,641
shares
|
$11.7 Million
11.41% of portfolio
|
Q2 2024
Added 5.49%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
270,961
shares
|
$11.3 Million
0.36% of portfolio
|
Q2 2024
Reduced 5.22%
|
|
First Heartland Consultants, Inc.
|
Jul 25, 2024 Q2 2024 |
238,741
shares
|
$9.96 Million
0.63% of portfolio
|
Q2 2024
Added 348.16%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
232,428
shares
|
$9.7 Million
0.09% of portfolio
|
Q2 2024
Added 0.17%
|
|
Next Level Private LLC
Harrison, NY |
Aug 01, 2024 Q2 2024 |
225,279
shares
|
$9.4 Million
4.08% of portfolio
|
Q2 2024
Added 132.89%
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
221,565
shares
|
$9.25 Million
0.08% of portfolio
|
Q2 2024
Added 1.19%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
210,967
shares
|
$8.8 Million
0.06% of portfolio
|
Q2 2024
Reduced 22.99%
|
|
Summit Financial Wealth Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
204,208
shares
|
$8.52 Million
1.76% of portfolio
|
Q2 2024
Reduced 3.08%
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
192,535
shares
|
$8.03 Million
0.21% of portfolio
|
Q1 2024
Added 72.28%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
185,995
shares
|
$7.76 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2024 Q2 2024 |
182,792
shares
|
$7.63 Million
0.01% of portfolio
|
Q2 2024
Added 1.54%
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 16, 2024 Q2 2024 |
181,566
shares
|
$7.58 Million
3.78% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
171,847
shares
|
$7.17 Million
0.02% of portfolio
|
Q2 2024
Reduced 6.61%
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
169,234
shares
|
$7.06 Million
3.92% of portfolio
|
Q2 2024
Reduced 56.95%
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Jul 30, 2024 Q2 2024 |
168,344
shares
|
$7.02 Million
4.99% of portfolio
|
Q2 2024
Added 6.44%
|
|
Manchester Financial Inc
|
Jul 17, 2024 Q2 2024 |
165,862
shares
|
$6.92 Million
1.66% of portfolio
|
Q2 2024
Added 17.75%
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
164,030
shares
|
$6.84 Million
0.12% of portfolio
|
Q2 2024
Added 1737.46%
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Aug 12, 2024 Q2 2024 |
157,270
shares
|
$6.56 Million
3.51% of portfolio
|
Q2 2024
Added 22.94%
|
|
Jfs Wealth Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
155,262
shares
|
$6.48 Million
0.47% of portfolio
|
Q2 2024
Added 0.3%
|
|
Leelyn Smith, LLC
Geneva, IL |
Aug 08, 2024 Q2 2024 |
153,663
shares
|
$6.41 Million
1.13% of portfolio
|
Q2 2024
Reduced 1.21%
|