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 449 institutions that hold shares in the stock, with a total of 70 Million shares, which have been reported (via 13F filing form) to have a value of $2.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
17,489
shares
|
$709,528
0.0% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Neumann Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
17,450
shares
|
$707,946
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
17,268
shares
|
$700,562
0.07% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
17,129
shares
|
$694,923
0.04% of portfolio
|
Q4 2024
Reduced 11.35%
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
17,000
shares
|
$689,690
0.03% of portfolio
|
Q4 2021
Reduced 15.0%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
16,648
shares
|
$675,409
0.17% of portfolio
|
Q4 2024
Reduced 7.7%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
16,440
shares
|
$666,970
0.02% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
16,395
shares
|
$665,145
0.0% of portfolio
|
Q4 2024
Added 22.17%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
16,195
shares
|
$657,031
0.11% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
15,759
shares
|
$639,342
0.09% of portfolio
|
Q4 2024
Added 11.78%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
15,752
shares
|
$639,058
0.02% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
15,681
shares
|
$636,178
0.38% of portfolio
|
Q1 2023
Added 1.79%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
15,463
shares
|
$627,333
0.0% of portfolio
|
Q4 2024
Reduced 16.01%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
15,277
shares
|
$619,787
0.06% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
15,143
shares
|
$614,351
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Bank
|
Apr 18, 2025 Q1 2025 |
14,848
shares
|
$602,383
0.04% of portfolio
|
Q1 2025
Added 5.94%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
14,582
shares
|
$591,591
0.23% of portfolio
|
Q1 2025
Reduced 20.72%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
14,539
shares
|
$589,847
0.01% of portfolio
|
Q4 2024
Added 148.4%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
14,495
shares
|
$588,062
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
14,478
shares
|
$587,372
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Apr 23, 2025 Q1 2025 |
14,340
shares
|
$581,773
1.03% of portfolio
|
Q1 2025
Reduced 8.94%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
14,250
shares
|
$578,122
0.51% of portfolio
|
Q1 2025
Added 6.64%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
14,134
shares
|
$573,416
0.03% of portfolio
|
Q4 2024
Reduced 34.86%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
14,108
shares
|
$572,361
0.01% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
13,980
shares
|
$567,168
0.0% of portfolio
|
Q4 2024
Added 3.51%
|