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 |
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
855
shares
|
$34,687
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
846
shares
|
$34,322
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
800
shares
|
$32,456
0.01% of portfolio
|
Q3 2023
Reduced 20.95%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
769
shares
|
$31,198
0.0% of portfolio
|
Q2 2024
Added 1.18%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
768
shares
|
$31,157
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
736
shares
|
$29,859
0.01% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
725
shares
|
$29,413
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
691
shares
|
$28,033
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
668
shares
|
$27,100
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
637
shares
|
$25,843
0.02% of portfolio
|
Q4 2024
Added 24.66%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
622
shares
|
$25,234
0.01% of portfolio
|
Q1 2025
Reduced 86.41%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
558
shares
|
$22,638
0.01% of portfolio
|
Q3 2024
Reduced 16.22%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
500
shares
|
$20,285
0.0% of portfolio
|
Q2 2024
Reduced 41.86%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
400
shares
|
$16,228
0.01% of portfolio
|
Q3 2024
Reduced 27.27%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
390
shares
|
$15,822
0.01% of portfolio
|
Q1 2023
Reduced 99.75%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
368
shares
|
$14,929
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
350
shares
|
$14,199
0.01% of portfolio
|
Q1 2021
Reduced 46.15%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
350
shares
|
$14,199
0.0% of portfolio
|
Q4 2024
Added 113.41%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
343
shares
|
$13,915
0.0% of portfolio
|
Q1 2025
Reduced 31.12%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
318
shares
|
$12,901
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 11, 2025 Q1 2025 |
310
shares
|
$12,576
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
300
shares
|
$12,171
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
295
shares
|
$11,968
0.0% of portfolio
|
Q2 2024
Reduced 26.25%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
283
shares
|
$11,481
0.0% of portfolio
|
Q2 2024
Reduced 67.95%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
275
shares
|
$11,156
0.0% of portfolio
|
Q2 2021
New holding
|