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 483 institutions that hold shares in the stock, with a total of 86.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
12,205,749
shares
|
$533 Million
0.17% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
7,892,539
shares
|
$344 Million
0.02% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
4,511,414
shares
|
$197 Million
0.07% of portfolio
|
Q3 2025
Added 6.75%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
3,998,214
shares
|
$174 Million
0.04% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
3,156,715
shares
|
$138 Million
0.03% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
3,133,657
shares
|
$137 Million
1.58% of portfolio
|
Q3 2025
Added 2126.97%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
2,496,637
shares
|
$109 Million
0.02% of portfolio
|
Q2 2025
Added 16.28%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
2,439,236
shares
|
$106 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
2,319,686
shares
|
$101 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
2,314,959
shares
|
$101 Million
0.12% of portfolio
|
Q3 2025
Added 11.52%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,943,716
shares
|
$84.8 Million
0.11% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
1,822,893
shares
|
$79.5 Million
0.07% of portfolio
|
Q3 2025
Reduced 11.38%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
1,806,321
shares
|
$78.8 Million
0.05% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
1,782,299
shares
|
$77.8 Million
3.86% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Oct 31, 2025 Q3 2025 |
1,623,450
shares
|
$70.8 Million
14.34% of portfolio
|
Q3 2025
Reduced 15.92%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,550,482
shares
|
$67.6 Million
0.1% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,333,848
shares
|
$58.2 Million
0.02% of portfolio
|
Q3 2025
Added 5.54%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
1,255,630
shares
|
$54.8 Million
0.29% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
1,065,247
shares
|
$46.5 Million
0.13% of portfolio
|
Q3 2025
Added 4.62%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,047,255
shares
|
$45.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
931,902
shares
|
$40.7 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
892,716
shares
|
$38.9 Million
0.03% of portfolio
|
Q3 2025
Added 25.62%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
848,683
shares
|
$37 Million
6.62% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
751,373
shares
|
$32.8 Million
3.96% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
680,372
shares
|
$29.7 Million
0.04% of portfolio
|
Q3 2025
Added 4.38%
|
|