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 |
|
Sterling Investment Management, LLC
|
Apr 15, 2025 Q1 2025 |
5,800
shares
|
$235,306
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
5,768
shares
|
$234,007
0.15% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
5,659
shares
|
$229,585
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
5,637
shares
|
$228,693
0.0% of portfolio
|
Q4 2024
Reduced 13.95%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
5,605
shares
|
$227,394
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
5,527
shares
|
$224,230
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bond & Devick Financial Network, Inc.
|
Apr 08, 2025 Q1 2025 |
5,511
shares
|
$223,581
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
5,486
shares
|
$222,567
0.01% of portfolio
|
Q1 2025
Added 5.66%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
5,478
shares
|
$222,242
0.04% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
5,453
shares
|
$221,228
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
5,387
shares
|
$218,550
0.06% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
5,341
shares
|
$216,684
0.04% of portfolio
|
Q1 2025
Added 57.74%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
5,319
shares
|
$215,791
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Apr 25, 2025 Q1 2025 |
5,267
shares
|
$213,682
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
5,213
shares
|
$211,491
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
5,074
shares
|
$205,852
0.0% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
5,010
shares
|
$203,255
0.04% of portfolio
|
Q1 2025
Added 22.34%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
4,989
shares
|
$202,403
0.0% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
4,895
shares
|
$198,590
0.02% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Salzhauer Michael
|
Apr 23, 2025 Q1 2025 |
4,675
shares
|
$189,664
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
4,096
shares
|
$166,174
0.1% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
4,060
shares
|
$164,714
0.14% of portfolio
|
Q2 2021
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,835
shares
|
$155,585
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
3,550
shares
|
$144,023
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
3,277
shares
|
$132,947
0.02% of portfolio
|
Q1 2025
Added 0.83%
|