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 $2.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
97,459
shares
|
$4.24 Million
0.02% of portfolio
|
Q4 2024
Reduced 12.82%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
97,433
shares
|
$4.24 Million
0.04% of portfolio
|
Q4 2024
Added 19.48%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Jan 14, 2025 Q4 2024 |
95,673
shares
|
$4.16 Million
3.2% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
94,879
shares
|
$4.13 Million
2.16% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
92,002
shares
|
$4 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
90,821
shares
|
$3.95 Million
0.01% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
90,062
shares
|
$3.92 Million
0.37% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
85,116
shares
|
$3.7 Million
0.11% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
84,463
shares
|
$3.68 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
83,138
shares
|
$3.62 Million
0.3% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
79,841
shares
|
$3.47 Million
0.34% of portfolio
|
Q4 2024
Reduced 6.33%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
79,672
shares
|
$3.47 Million
1.25% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jan 16, 2025 Q4 2024 |
79,078
shares
|
$3.44 Million
2.23% of portfolio
|
Q4 2024
Added 855.16%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
78,550
shares
|
$3.42 Million
1.65% of portfolio
|
Q4 2024
Added 9.39%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
78,011
shares
|
$3.4 Million
0.91% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
77,407
shares
|
$3.37 Million
0.05% of portfolio
|
Q2 2024
Added 1.93%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
76,482
shares
|
$3.33 Million
1.19% of portfolio
|
Q3 2024
Added 8.06%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
75,948
shares
|
$3.31 Million
0.0% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
75,418
shares
|
$3.28 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
74,742
shares
|
$3.25 Million
1.02% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Feb 12, 2025 Q4 2024 |
74,419
shares
|
$3.24 Million
2.04% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Barings LLC
|
Feb 07, 2025 Q4 2024 |
72,929
shares
|
$3.17 Million
0.07% of portfolio
|
Q4 2024
Added 204.4%
|
|
|
Forge Financial Services LLC
Edmond, OK |
Feb 12, 2025 Q4 2024 |
72,780
shares
|
$3.17 Million
2.56% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
71,741
shares
|
$3.12 Million
0.07% of portfolio
|
Q3 2024
Added 18.7%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
71,111
shares
|
$3.09 Million
0.1% of portfolio
|
Q4 2024
Reduced 4.3%
|