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 484 institutions that hold shares in the stock, with a total of 82.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
11,850,795
shares
|
$519 Million
0.18% of portfolio
|
Q2 2025
Added 10.34%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
7,839,026
shares
|
$343 Million
0.02% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
4,226,227
shares
|
$185 Million
0.06% of portfolio
|
Q2 2025
Added 10.79%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
3,911,177
shares
|
$171 Million
0.04% of portfolio
|
Q2 2025
Added 17.77%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,066,287
shares
|
$134 Million
0.03% of portfolio
|
Q2 2025
Added 9.34%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,515,726
shares
|
$110 Million
0.01% of portfolio
|
Q2 2025
Added 6.17%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,376,048
shares
|
$104 Million
0.02% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
2,314,412
shares
|
$101 Million
0.02% of portfolio
|
Q2 2025
Added 16.28%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
2,075,810
shares
|
$90.9 Million
0.16% of portfolio
|
Q2 2025
Added 11.47%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
2,057,022
shares
|
$90 Million
0.09% of portfolio
|
Q2 2025
Added 13.66%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,943,716
shares
|
$85.1 Million
0.11% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Aug 13, 2025 Q2 2025 |
1,930,788
shares
|
$84.5 Million
18.73% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
1,783,853
shares
|
$78.1 Million
3.92% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,733,258
shares
|
$75.9 Million
0.05% of portfolio
|
Q2 2025
Added 12.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,492,128
shares
|
$65.3 Million
0.12% of portfolio
|
Q2 2025
Added 40.87%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,263,811
shares
|
$55.3 Million
0.02% of portfolio
|
Q2 2025
Added 18.19%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
1,228,650
shares
|
$53.8 Million
0.29% of portfolio
|
Q2 2025
Added 131.39%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,047,255
shares
|
$45.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
1,018,254
shares
|
$44.6 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
976,095
shares
|
$42.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
936,939
shares
|
$41 Million
0.05% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
848,683
shares
|
$37.1 Million
6.62% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
761,386
shares
|
$33.3 Million
4.19% of portfolio
|
Q2 2025
Reduced 10.13%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
710,656
shares
|
$31.1 Million
0.02% of portfolio
|
Q2 2025
Added 38.38%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
651,832
shares
|
$28.5 Million
0.04% of portfolio
|
Q2 2025
Added 8.53%
|