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 |
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
6,935
shares
|
$281,352
0.07% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Apr 09, 2025 Q1 2025 |
6,933
shares
|
$281,271
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
6,726
shares
|
$272,873
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
6,714
shares
|
$272,386
0.02% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
6,657
shares
|
$270,074
0.03% of portfolio
|
Q4 2024
Reduced 30.48%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
6,628
shares
|
$268,897
0.05% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
6,507
shares
|
$263,988
0.04% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
6,490
shares
|
$263,299
0.08% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
6,354
shares
|
$257,781
0.0% of portfolio
|
Q4 2024
Reduced 13.03%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
6,330
shares
|
$256,808
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
6,311
shares
|
$256,037
0.01% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
6,298
shares
|
$255,509
0.01% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
6,275
shares
|
$254,576
0.01% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
6,275
shares
|
$254,576
0.07% of portfolio
|
Q4 2024
Reduced 13.69%
|
|
|
Heartwood Wealth Advisors LLC
|
Apr 21, 2025 Q1 2025 |
6,246
shares
|
$253,400
0.03% of portfolio
|
Q1 2024
Reduced 27.32%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
6,145
shares
|
$249,302
0.01% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
6,136
shares
|
$248,937
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
6,055
shares
|
$245,651
0.02% of portfolio
|
Q1 2023
Reduced 6.2%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
6,051
shares
|
$245,489
0.02% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,011
shares
|
$243,866
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
6,000
shares
|
$243,420
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Feb 11, 2025 Q4 2024 |
5,971
shares
|
$242,243
0.21% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
5,950
shares
|
$241,391
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
5,872
shares
|
$238,227
0.04% of portfolio
|
Q4 2024
Added 10.94%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
5,807
shares
|
$235,589
0.01% of portfolio
|
Q4 2024
Added 1.22%
|