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 395 institutions that hold shares in the stock, with a total of 59.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,974
shares
|
$203,138
0.0% of portfolio
|
Q3 2024
Reduced 50.26%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
4,949
shares
|
$202,117
0.01% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
4,578
shares
|
$186,965
0.01% of portfolio
|
Q3 2024
Added 15.52%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,577
shares
|
$186,924
0.06% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
4,095
shares
|
$167,239
0.03% of portfolio
|
Q4 2024
Added 18.87%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
4,060
shares
|
$165,810
0.14% of portfolio
|
Q2 2021
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
3,994
shares
|
$163,114
0.09% of portfolio
|
Q3 2021
Reduced 29.86%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,835
shares
|
$156,621
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
3,550
shares
|
$144,982
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
3,311
shares
|
$135,221
0.06% of portfolio
|
Q3 2024
Reduced 8.28%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
3,211
shares
|
$131,137
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
3,042
shares
|
$124,235
0.0% of portfolio
|
Q3 2024
Added 14.36%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
2,565
shares
|
$104,754
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
2,534
shares
|
$103,488
0.02% of portfolio
|
Q3 2024
Added 339.17%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,530
shares
|
$103,325
0.0% of portfolio
|
Q3 2024
Reduced 86.88%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
2,428
shares
|
$99,159
0.02% of portfolio
|
Q4 2024
Reduced 32.14%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
2,391
shares
|
$97,648
0.05% of portfolio
|
Q3 2023
Added 1.1%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
2,382
shares
|
$97,280
0.03% of portfolio
|
Q3 2024
Added 7.39%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
2,200
shares
|
$89,848
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
2,000
shares
|
$81,680
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
1,900
shares
|
$77,596
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
1,875
shares
|
$76,575
0.04% of portfolio
|
Q3 2017
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
1,832
shares
|
$74,818
0.0% of portfolio
|
Q1 2024
Reduced 7.61%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,470
shares
|
$60,034
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
1,300
shares
|
$53,092
0.01% of portfolio
|
Q1 2024
Added 160.0%
|