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 |
|
1776 Wealth LLC
|
Feb 10, 2025 Q4 2024 |
13,695
shares
|
$555,606
0.24% of portfolio
|
Q3 2024
Reduced 10.41%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
13,670
shares
|
$554,591
0.04% of portfolio
|
Q4 2024
Added 50.97%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
13,441
shares
|
$545,301
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Apr 23, 2025 Q1 2025 |
13,257
shares
|
$537,836
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
13,232
shares
|
$536,822
0.13% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
13,010
shares
|
$527,815
0.03% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
12,832
shares
|
$520,594
0.25% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
12,734
shares
|
$516,618
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Moseley Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
12,681
shares
|
$514,468
0.22% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
12,654
shares
|
$513,372
0.18% of portfolio
|
Q1 2025
Reduced 42.97%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
12,563
shares
|
$509,680
0.23% of portfolio
|
Q1 2024
Added 5.55%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Apr 10, 2025 Q1 2025 |
12,523
shares
|
$508,058
0.25% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
12,116
shares
|
$491,546
0.45% of portfolio
|
Q4 2024
Reduced 16.45%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
12,091
shares
|
$490,531
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Illumine Investment Management, LLC
Poulsbo, WA |
Apr 22, 2025 Q1 2025 |
11,741
shares
|
$476,332
0.42% of portfolio
|
Q1 2025
Reduced 18.28%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
11,643
shares
|
$472,356
0.0% of portfolio
|
Q4 2024
Reduced 9.01%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
11,580
shares
|
$469,800
0.17% of portfolio
|
Q2 2024
Reduced 1.7%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
11,470
shares
|
$465,337
0.22% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
11,468
shares
|
$465,256
0.05% of portfolio
|
Q1 2025
Added 10.25%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
11,421
shares
|
$463,349
0.21% of portfolio
|
Q1 2025
Added 27.37%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
11,267
shares
|
$457,102
0.09% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
11,173
shares
|
$453,288
0.03% of portfolio
|
Q4 2024
Reduced 11.51%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
11,160
shares
|
$452,761
0.03% of portfolio
|
Q3 2022
Reduced 5.95%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
11,139
shares
|
$451,909
0.01% of portfolio
|
Q4 2024
Added 8.9%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
11,070
shares
|
$449,109
0.04% of portfolio
|
Q4 2024
Reduced 1.14%
|