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 401 institutions that hold shares in the stock, with a total of 60.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
69,764
shares
|
$2.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
67,470
shares
|
$2.8 Million
0.99% of portfolio
|
Q4 2022
Reduced 97.26%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
66,881
shares
|
$2.78 Million
0.11% of portfolio
|
Q4 2024
Added 5.78%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
65,386
shares
|
$2.72 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
64,601
shares
|
$2.68 Million
1.48% of portfolio
|
Q4 2022
Reduced 3.0%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
64,381
shares
|
$2.67 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
64,263
shares
|
$2.67 Million
0.24% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
62,791
shares
|
$2.61 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
60,853
shares
|
$2.53 Million
0.44% of portfolio
|
Q1 2024
Added 447.58%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
58,402
shares
|
$2.43 Million
0.38% of portfolio
|
Q4 2024
Reduced 7.12%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
57,279
shares
|
$2.38 Million
1.12% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
56,877
shares
|
$2.36 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
55,048
shares
|
$2.29 Million
0.07% of portfolio
|
Q3 2024
Reduced 36.47%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
53,323
shares
|
$2.21 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
51,203
shares
|
$2.13 Million
0.1% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
49,787
shares
|
$2.07 Million
0.17% of portfolio
|
Q4 2022
Added 28.84%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
49,439
shares
|
$2.05 Million
0.78% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
49,190
shares
|
$2.04 Million
0.27% of portfolio
|
Q4 2024
Reduced 19.41%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
49,013
shares
|
$2.04 Million
0.29% of portfolio
|
Q4 2024
Added 344.24%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
48,406
shares
|
$2.01 Million
0.13% of portfolio
|
Q3 2024
Added 103.59%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
47,846
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2024
Added 7.97%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
47,241
shares
|
$1.96 Million
0.07% of portfolio
|
Q2 2024
Reduced 26.62%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
47,009
shares
|
$1.95 Million
0.94% of portfolio
|
Q4 2024
Reduced 7.19%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
45,951
shares
|
$1.91 Million
0.33% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
44,268
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2024
New holding
|