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 |
|---|---|---|---|---|---|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
20,465
shares
|
$895,753
0.4% of portfolio
|
Q4 2023
Reduced 0.1%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
20,446
shares
|
$894,921
0.08% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
20,436
shares
|
$894,483
0.0% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
20,340
shares
|
$890,281
0.0% of portfolio
|
Q2 2025
Added 18.63%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
20,129
shares
|
$881,046
0.03% of portfolio
|
Q2 2025
Reduced 7.58%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
20,005
shares
|
$875,618
0.25% of portfolio
|
Q2 2025
Reduced 13.96%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
19,790
shares
|
$866,208
0.05% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
19,694
shares
|
$862,006
0.21% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
19,644
shares
|
$859,817
0.06% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
19,620
shares
|
$858,767
0.06% of portfolio
|
Q3 2024
Reduced 75.47%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
19,398
shares
|
$849,050
0.09% of portfolio
|
Q1 2024
Added 0.91%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
19,118
shares
|
$836,794
0.02% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
18,785
shares
|
$822,219
0.04% of portfolio
|
Q2 2025
Added 6.63%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
18,598
shares
|
$814,034
0.1% of portfolio
|
Q2 2025
Added 78.52%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
18,484
shares
|
$809,044
0.12% of portfolio
|
Q2 2025
Added 4.97%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
18,452
shares
|
$807,644
0.07% of portfolio
|
Q2 2025
Reduced 6.19%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
18,348
shares
|
$803,091
0.0% of portfolio
|
Q2 2025
Added 36.51%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
18,125
shares
|
$793,331
0.06% of portfolio
|
Q2 2025
Reduced 27.86%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
17,757
shares
|
$777,223
0.02% of portfolio
|
Q2 2025
Added 8.01%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
17,700
shares
|
$774,729
0.0% of portfolio
|
Q2 2025
Reduced 84.6%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
17,557
shares
|
$768,469
0.07% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
17,217
shares
|
$753,588
0.22% of portfolio
|
Q2 2025
Reduced 9.48%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
17,000
shares
|
$744,090
0.05% of portfolio
|
Q2 2025
Added 70.0%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
17,000
shares
|
$744,090
0.03% of portfolio
|
Q4 2021
Reduced 15.0%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
16,648
shares
|
$728,682
0.17% of portfolio
|
Q4 2024
Reduced 7.7%
|