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 |
|---|---|---|---|---|---|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
16,247
shares
|
$711,131
0.05% of portfolio
|
Q2 2025
Added 30.4%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
16,165
shares
|
$707,542
0.03% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
15,918
shares
|
$696,730
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
15,839
shares
|
$693,273
0.01% of portfolio
|
Q2 2025
Added 5.01%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
15,681
shares
|
$686,357
0.38% of portfolio
|
Q1 2023
Added 1.79%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
15,598
shares
|
$682,724
0.02% of portfolio
|
Q2 2025
Reduced 12.42%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
15,569
shares
|
$681,455
0.21% of portfolio
|
Q2 2025
Added 23.04%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
15,331
shares
|
$671,037
0.13% of portfolio
|
Q2 2025
Reduced 4.22%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
15,264
shares
|
$668,105
0.06% of portfolio
|
Q2 2025
Reduced 94.42%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
15,204
shares
|
$665,479
0.06% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
14,283
shares
|
$625,166
0.21% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
14,277
shares
|
$624,904
0.37% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
14,075
shares
|
$616,062
0.06% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
14,070
shares
|
$615,843
0.02% of portfolio
|
Q2 2025
Added 88.3%
|
|
|
1776 Wealth LLC
|
Aug 08, 2025 Q2 2025 |
13,730
shares
|
$600,962
0.25% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
13,604
shares
|
$595,447
0.04% of portfolio
|
Q2 2025
Added 48.87%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
13,365
shares
|
$584,986
0.45% of portfolio
|
Q2 2025
Reduced 6.21%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
13,159
shares
|
$575,969
0.01% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jul 14, 2025 Q2 2025 |
13,057
shares
|
$571,504
0.47% of portfolio
|
Q2 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
12,734
shares
|
$557,367
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Moseley Investment Management Inc
|
Jul 24, 2025 Q2 2025 |
12,681
shares
|
$555,047
0.19% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
12,666
shares
|
$554,390
0.01% of portfolio
|
Q2 2025
Added 159.66%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
12,593
shares
|
$551,195
0.0% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
12,563
shares
|
$549,882
0.21% of portfolio
|
Q1 2024
Added 5.55%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
12,510
shares
|
$547,562
0.14% of portfolio
|
Q2 2025
New holding
|