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 |
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
8,636
shares
|
$350,362
0.13% of portfolio
|
Q3 2022
Reduced 8.08%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Feb 03, 2025 Q4 2024 |
8,597
shares
|
$348,780
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
8,366
shares
|
$339,408
0.05% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
8,210
shares
|
$333,079
0.01% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
7,988
shares
|
$324,073
0.24% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
7,967
shares
|
$323,221
0.12% of portfolio
|
Q4 2024
Reduced 6.57%
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
7,904
shares
|
$320,665
0.1% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Feb 13, 2025 Q4 2024 |
7,780
shares
|
$315,634
0.58% of portfolio
|
Q4 2024
Reduced 91.44%
|
|
|
Sloy Dahl & Holst, LLC
|
Jan 24, 2025 Q4 2024 |
7,680
shares
|
$311,577
0.04% of portfolio
|
Q1 2023
Added 3.64%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
7,653
shares
|
$310,482
0.05% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
North Rock Partners, LLC
|
Apr 22, 2025 Q4 2024 |
7,554
shares
|
$306,465
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 24, 2025 Q4 2024 |
7,550
shares
|
$306,303
0.07% of portfolio
|
Q1 2022
New holding
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
7,540
shares
|
$305,897
0.18% of portfolio
|
Q2 2024
Reduced 8.16%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
7,455
shares
|
$302,449
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
7,419
shares
|
$300,988
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
7,362
shares
|
$298,676
0.0% of portfolio
|
Q4 2024
Reduced 6.41%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
7,336
shares
|
$297,621
0.02% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
7,260
shares
|
$294,538
0.02% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Financial Advisors Network, Inc.
|
Feb 14, 2025 Q4 2024 |
7,226
shares
|
$293,158
0.05% of portfolio
|
Q4 2024
Reduced 28.47%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
7,159
shares
|
$290,440
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
7,036
shares
|
$285,450
0.01% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Apr 16, 2025 Q1 2025 |
7,025
shares
|
$285,004
0.29% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
7,005
shares
|
$284,192
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
6,991
shares
|
$283,624
0.03% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
6,982
shares
|
$283,259
0.02% of portfolio
|
Q1 2025
Added 0.81%
|