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 $2.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
65,386
shares
|
$2.74 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
64,601
shares
|
$2.71 Million
1.48% of portfolio
|
Q4 2022
Reduced 3.0%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
64,381
shares
|
$2.7 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
63,229
shares
|
$2.65 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Sargent Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
62,882
shares
|
$2.64 Million
0.48% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
62,791
shares
|
$2.63 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
61,038
shares
|
$2.56 Million
0.36% of portfolio
|
Q3 2024
Reduced 16.15%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
60,853
shares
|
$2.55 Million
0.44% of portfolio
|
Q1 2024
Added 447.58%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 07, 2024 Q3 2024 |
59,888
shares
|
$2.51 Million
1.41% of portfolio
|
Q3 2024
Reduced 78.66%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
57,675
shares
|
$2.42 Million
0.11% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
57,279
shares
|
$2.4 Million
1.12% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
53,323
shares
|
$2.24 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
51,074
shares
|
$2.14 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
50,651
shares
|
$2.13 Million
1.09% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
49,787
shares
|
$2.09 Million
0.17% of portfolio
|
Q4 2022
Added 28.84%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 31, 2024 Q3 2024 |
49,202
shares
|
$2.06 Million
0.8% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
48,406
shares
|
$2.03 Million
0.13% of portfolio
|
Q3 2024
Added 103.59%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
47,846
shares
|
$2.01 Million
0.0% of portfolio
|
Q3 2024
Added 7.97%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
47,241
shares
|
$1.98 Million
0.07% of portfolio
|
Q2 2024
Reduced 26.62%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
45,951
shares
|
$1.93 Million
0.33% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
44,268
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
42,847
shares
|
$1.8 Million
0.15% of portfolio
|
Q3 2024
Added 42.6%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
40,772
shares
|
$1.71 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
40,716
shares
|
$1.71 Million
0.41% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
40,713
shares
|
$1.71 Million
0.02% of portfolio
|
Q3 2024
Reduced 66.13%
|