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 397 institutions that hold shares in the stock, with a total of 59.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
40,772
shares
|
$1.68 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
|
$1.67 Million
0.41% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
40,713
shares
|
$1.67 Million
0.02% of portfolio
|
Q3 2024
Reduced 66.13%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
40,320
shares
|
$1.66 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
37,991
shares
|
$1.56 Million
0.04% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
37,662
shares
|
$1.55 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
37,245
shares
|
$1.53 Million
0.1% of portfolio
|
Q3 2024
Added 3.84%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
36,607
shares
|
$1.51 Million
0.15% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
36,526
shares
|
$1.5 Million
0.06% of portfolio
|
Q3 2024
Added 40.81%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
36,480
shares
|
$1.5 Million
0.02% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
36,439
shares
|
$1.5 Million
0.08% of portfolio
|
Q3 2024
Reduced 30.3%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
36,282
shares
|
$1.49 Million
0.42% of portfolio
|
Q3 2024
Added 9.55%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
35,640
shares
|
$1.47 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.94%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
35,197
shares
|
$1.45 Million
0.02% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Crumly & Associates Inc.
|
Nov 01, 2024 Q3 2024 |
34,696
shares
|
$1.43 Million
0.46% of portfolio
|
Q3 2024
Reduced 7.24%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
33,332
shares
|
$1.37 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
33,084
shares
|
$1.36 Million
0.05% of portfolio
|
Q4 2024
Reduced 15.55%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
32,986
shares
|
$1.36 Million
0.06% of portfolio
|
Q3 2024
Reduced 11.16%
|
|
|
Santori & Peters, Inc.
|
Oct 23, 2024 Q3 2024 |
32,861
shares
|
$1.35 Million
0.55% of portfolio
|
Q3 2024
Added 241.55%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
32,437
shares
|
$1.33 Million
0.05% of portfolio
|
Q3 2024
Added 18.36%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
31,677
shares
|
$1.3 Million
0.03% of portfolio
|
Q2 2024
Reduced 12.75%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
31,467
shares
|
$1.29 Million
0.07% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
31,112
shares
|
$1.28 Million
0.04% of portfolio
|
Q3 2022
Added 11.16%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
30,811
shares
|
$1.27 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
30,539
shares
|
$1.26 Million
0.18% of portfolio
|
Q3 2024
Reduced 2.8%
|