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 |
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
3,253
shares
|
$131,974
0.06% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
2,979
shares
|
$120,858
0.0% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
2,625
shares
|
$106,496
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
2,560
shares
|
$103,859
0.0% of portfolio
|
Q1 2025
Reduced 57.4%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
2,420
shares
|
$98,179
0.02% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
2,391
shares
|
$97,002
0.04% of portfolio
|
Q3 2023
Added 1.1%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
2,327
shares
|
$94,406
0.03% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
2,200
shares
|
$89,254
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
2,000
shares
|
$81,140
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,947
shares
|
$78,989
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
1,900
shares
|
$77,083
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
First Financial Corp
|
Apr 10, 2025 Q1 2025 |
1,875
shares
|
$76,068
0.04% of portfolio
|
Q3 2017
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
1,832
shares
|
$74,324
0.0% of portfolio
|
Q1 2024
Reduced 7.61%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
1,481
shares
|
$60,084
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,470
shares
|
$59,637
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
1,300
shares
|
$52,741
0.01% of portfolio
|
Q1 2024
Added 160.0%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
1,202
shares
|
$48,765
0.02% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
1,135
shares
|
$46,046
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
1,085
shares
|
$44,018
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,050
shares
|
$42,598
0.01% of portfolio
|
Q1 2024
Reduced 12.5%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
1,000
shares
|
$40,570
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
1,000
shares
|
$40,570
0.03% of portfolio
|
Q1 2025
Added 150.0%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
926
shares
|
$37,567
0.01% of portfolio
|
Q4 2022
Reduced 6.93%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
925
shares
|
$37,527
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
898
shares
|
$36,431
0.01% of portfolio
|
Q2 2024
New holding
|