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 |
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
10,961
shares
|
$444,687
0.14% of portfolio
|
Q4 2023
Reduced 2.84%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
10,902
shares
|
$442,294
0.21% of portfolio
|
Q4 2024
Added 95.83%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
10,774
shares
|
$437,101
0.03% of portfolio
|
Q2 2023
Reduced 23.09%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Feb 07, 2025 Q4 2024 |
10,599
shares
|
$430,001
0.21% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
10,497
shares
|
$425,863
0.17% of portfolio
|
Q4 2024
Reduced 8.07%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
10,418
shares
|
$422,658
0.06% of portfolio
|
Q1 2025
Reduced 5.91%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
10,382
shares
|
$421,197
0.04% of portfolio
|
Q1 2025
Reduced 6.27%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Apr 24, 2025 Q1 2025 |
10,350
shares
|
$419,899
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
10,265
shares
|
$416,451
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
10,257
shares
|
$416,126
0.13% of portfolio
|
Q4 2024
Added 68.42%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
10,168
shares
|
$412,515
0.01% of portfolio
|
Q4 2024
Added 37.11%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
10,000
shares
|
$405,700
0.0% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
9,755
shares
|
$395,760
0.07% of portfolio
|
Q3 2024
Added 216.93%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
9,504
shares
|
$385,577
0.17% of portfolio
|
Q1 2023
Reduced 8.62%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Feb 10, 2025 Q4 2024 |
9,497
shares
|
$385,293
0.28% of portfolio
|
Q4 2024
Added 6.62%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
9,368
shares
|
$380,059
0.04% of portfolio
|
Q4 2023
Reduced 0.78%
|
|
|
Mattern Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
9,159
shares
|
$371,580
0.09% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
9,144
shares
|
$370,972
0.0% of portfolio
|
Q4 2024
Reduced 31.8%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
9,138
shares
|
$370,728
0.03% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Feb 03, 2025 Q4 2024 |
9,063
shares
|
$367,685
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
9,015
shares
|
$365,738
0.01% of portfolio
|
Q1 2024
Reduced 2.24%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
8,800
shares
|
$357,016
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
8,800
shares
|
$357,016
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
United Bank
|
Feb 12, 2025 Q4 2024 |
8,758
shares
|
$355,312
0.15% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Clarus Group, Inc.
|
Apr 24, 2025 Q1 2025 |
8,651
shares
|
$350,971
0.15% of portfolio
|
Q1 2025
Reduced 0.4%
|