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 394 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 |
---|---|---|---|---|---|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
149,267
shares
|
$6.1 Million
2.09% of portfolio
|
Q3 2024
Added 3.86%
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
144,946
shares
|
$5.92 Million
0.6% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
138,663
shares
|
$5.66 Million
0.04% of portfolio
|
Q3 2024
Reduced 34.27%
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
133,850
shares
|
$5.47 Million
0.02% of portfolio
|
Q3 2024
Added 2.91%
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
127,060
shares
|
$5.19 Million
0.99% of portfolio
|
Q3 2024
Added 668.62%
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
126,788
shares
|
$5.18 Million
1.92% of portfolio
|
Q3 2024
Added 2.63%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
124,627
shares
|
$5.09 Million
0.42% of portfolio
|
Q4 2024
Reduced 97.71%
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 21, 2024 Q3 2024 |
124,498
shares
|
$5.08 Million
3.97% of portfolio
|
Q3 2024
Reduced 8.43%
|
|
Hfg Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
118,576
shares
|
$4.84 Million
4.6% of portfolio
|
Q3 2024
Added 0.6%
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
117,959
shares
|
$4.82 Million
0.53% of portfolio
|
Q3 2024
Reduced 50.59%
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
117,403
shares
|
$4.79 Million
1.47% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
111,791
shares
|
$4.57 Million
0.03% of portfolio
|
Q3 2024
Reduced 10.08%
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
111,472
shares
|
$4.55 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
110,313
shares
|
$4.51 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
109,631
shares
|
$4.48 Million
0.0% of portfolio
|
Q3 2024
Added 208.99%
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
108,324
shares
|
$4.42 Million
2.23% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
107,715
shares
|
$4.4 Million
0.09% of portfolio
|
Q3 2024
Added 5.06%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
107,210
shares
|
$4.38 Million
0.13% of portfolio
|
Q3 2024
Added 1.72%
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
100,818
shares
|
$4.12 Million
2.24% of portfolio
|
Q4 2024
New holding
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
98,782
shares
|
$4.03 Million
0.06% of portfolio
|
Q3 2024
Added 1.88%
|
|
Bennett Associates Wealth Management
Butler, PA |
Jan 14, 2025 Q4 2024 |
95,673
shares
|
$3.91 Million
3.2% of portfolio
|
Q4 2024
Added 5.05%
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
94,889
shares
|
$3.88 Million
0.0% of portfolio
|
Q3 2024
Added 381.62%
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
93,669
shares
|
$3.83 Million
0.14% of portfolio
|
Q3 2024
Added 3.63%
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
91,732
shares
|
$3.75 Million
0.39% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
90,871
shares
|
$3.71 Million
2.73% of portfolio
|
Q3 2024
Reduced 46.02%
|