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 475 institutions that hold shares in the stock, with a total of 78.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
118,050
shares
|
$5.04 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
117,577
shares
|
$5.02 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
114,900
shares
|
$4.91 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
113,382
shares
|
$4.84 Million
0.09% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
112,325
shares
|
$4.8 Million
0.38% of portfolio
|
Q1 2025
Added 9.4%
|
|
|
Guerra Advisors Inc
Miami, FL |
Apr 25, 2025 Q1 2025 |
111,176
shares
|
$4.75 Million
2.7% of portfolio
|
Q1 2025
New holding
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jul 17, 2025 Q2 2025 |
107,504
shares
|
$4.59 Million
2.12% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
104,846
shares
|
$4.48 Million
1.36% of portfolio
|
Q1 2025
Reduced 10.7%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
104,809
shares
|
$4.48 Million
0.03% of portfolio
|
Q1 2025
Added 7.54%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
102,314
shares
|
$4.37 Million
0.15% of portfolio
|
Q1 2025
Reduced 48.22%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
102,277
shares
|
$4.37 Million
0.3% of portfolio
|
Q1 2025
Added 11.17%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
100,726
shares
|
$4.3 Million
2.3% of portfolio
|
Q1 2025
Added 6.16%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
99,892
shares
|
$4.27 Million
0.14% of portfolio
|
Q1 2025
Added 49.36%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
98,936
shares
|
$4.23 Million
0.07% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
95,545
shares
|
$4.08 Million
0.01% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Apr 09, 2025 Q1 2025 |
95,457
shares
|
$4.08 Million
3.42% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
95,273
shares
|
$4.07 Million
0.01% of portfolio
|
Q1 2025
Added 166.39%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
90,932
shares
|
$3.89 Million
0.34% of portfolio
|
Q1 2025
Added 41.5%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
85,963
shares
|
$3.67 Million
0.38% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
85,654
shares
|
$3.66 Million
0.12% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
85,648
shares
|
$3.66 Million
0.14% of portfolio
|
Q1 2025
Added 66.06%
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
82,915
shares
|
$3.54 Million
1.33% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
82,705
shares
|
$3.53 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
81,679
shares
|
$3.49 Million
2.82% of portfolio
|
Q1 2025
Reduced 28.11%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
81,644
shares
|
$3.49 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.34%
|