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 448 institutions that hold shares in the stock, with a total of 70.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.83 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 |
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
515,183
shares
|
$20.9 Million
2.54% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
507,023
shares
|
$20.6 Million
0.12% of portfolio
|
Q4 2024
Added 7.23%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
502,734
shares
|
$20.4 Million
5.08% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
435,555
shares
|
$17.7 Million
0.02% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
426,850
shares
|
$17.3 Million
2.65% of portfolio
|
Q1 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
383,307
shares
|
$15.6 Million
0.13% of portfolio
|
Q4 2024
Added 58.53%
|
|
|
Hc Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
369,217
shares
|
$15 Million
12.53% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Bank Hapoalim Bm
|
Jan 27, 2025 Q4 2024 |
348,000
shares
|
$14.1 Million
2.27% of portfolio
|
Q1 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
340,813
shares
|
$13.8 Million
0.08% of portfolio
|
Q4 2024
Added 32.48%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
327,921
shares
|
$13.3 Million
0.41% of portfolio
|
Q4 2024
Added 23.82%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
276,811
shares
|
$11.2 Million
0.01% of portfolio
|
Q4 2024
Added 191.72%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
274,693
shares
|
$11.1 Million
0.27% of portfolio
|
Q4 2024
Added 45.07%
|
|
|
Wj Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
272,824
shares
|
$11.1 Million
4.83% of portfolio
|
Q1 2025
New holding
|
|
|
Next Level Private LLC
Harrison, NY |
Apr 11, 2025 Q1 2025 |
247,426
shares
|
$10 Million
4.21% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
233,968
shares
|
$9.49 Million
0.08% of portfolio
|
Q4 2024
Reduced 95.23%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
222,503
shares
|
$9.03 Million
1.83% of portfolio
|
Q4 2024
Added 6.9%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
212,316
shares
|
$8.61 Million
0.01% of portfolio
|
Q4 2024
Added 37.75%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
206,223
shares
|
$8.37 Million
0.08% of portfolio
|
Q4 2024
Reduced 10.09%
|
|
|
Manchester Financial Inc
|
Jan 29, 2025 Q4 2024 |
205,243
shares
|
$8.33 Million
1.94% of portfolio
|
Q4 2024
Added 20.71%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
202,228
shares
|
$8.2 Million
2.2% of portfolio
|
Q1 2025
Added 6.49%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
197,601
shares
|
$8.02 Million
0.11% of portfolio
|
Q4 2024
Added 110.96%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
191,975
shares
|
$7.79 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
190,900
shares
|
$7.74 Million
0.02% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
181,925
shares
|
$7.38 Million
0.01% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
179,582
shares
|
$7.29 Million
3.92% of portfolio
|
Q1 2025
Added 2.72%
|