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 401 institutions that hold shares in the stock, with a total of 60.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
10,229
shares
|
$424,810
0.01% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
10,177
shares
|
$422,650
0.1% of portfolio
|
Q4 2024
Reduced 7.34%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
10,126
shares
|
$420,532
0.25% of portfolio
|
Q3 2024
Reduced 55.69%
|
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
10,102
shares
|
$419,536
0.07% of portfolio
|
Q4 2023
Reduced 12.7%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
10,006
shares
|
$415,549
0.0% of portfolio
|
Q3 2024
Reduced 89.96%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 12, 2024 Q3 2024 |
9,916
shares
|
$411,811
0.15% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
9,755
shares
|
$405,125
0.08% of portfolio
|
Q3 2024
Added 216.93%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
9,504
shares
|
$394,701
0.17% of portfolio
|
Q1 2023
Reduced 8.62%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
9,368
shares
|
$389,053
0.04% of portfolio
|
Q4 2023
Reduced 0.78%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
9,055
shares
|
$376,054
0.03% of portfolio
|
Q3 2024
Reduced 9.43%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
9,015
shares
|
$374,392
0.01% of portfolio
|
Q1 2024
Reduced 2.24%
|
|
|
United Bank
|
Nov 01, 2024 Q3 2024 |
8,955
shares
|
$371,901
0.17% of portfolio
|
Q3 2024
Reduced 7.79%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2024 Q3 2024 |
8,907
shares
|
$369,907
0.28% of portfolio
|
Q3 2024
Added 12.72%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
8,800
shares
|
$365,464
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
8,800
shares
|
$365,464
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
8,753
shares
|
$363,512
0.03% of portfolio
|
Q4 2024
Added 43.19%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
8,699
shares
|
$361,269
0.01% of portfolio
|
Q4 2024
Added 8.01%
|
|
|
Clarus Group, Inc.
|
Jan 29, 2025 Q4 2024 |
8,686
shares
|
$360,729
0.13% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
8,636
shares
|
$358,653
0.13% of portfolio
|
Q3 2022
Reduced 8.08%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Nov 05, 2024 Q3 2024 |
8,316
shares
|
$345,363
0.22% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
7,988
shares
|
$331,741
0.24% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
7,967
shares
|
$330,869
0.12% of portfolio
|
Q4 2024
Reduced 6.57%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
7,922
shares
|
$329,000
0.04% of portfolio
|
Q4 2024
Reduced 9.35%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
7,907
shares
|
$328,377
0.15% of portfolio
|
Q3 2024
Added 11.08%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
7,866
shares
|
$326,674
0.0% of portfolio
|
Q3 2024
Reduced 15.04%
|