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 |
|---|---|---|---|---|---|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
12,460
shares
|
$545,374
0.04% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
12,358
shares
|
$540,909
0.12% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
12,337
shares
|
$539,990
0.24% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Illumine Investment Management, LLC
Poulsbo, WA |
Aug 07, 2025 Q2 2025 |
12,211
shares
|
$534,475
0.41% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
12,091
shares
|
$529,223
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
11,938
shares
|
$522,526
0.01% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
11,908
shares
|
$521,213
0.01% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
11,580
shares
|
$506,856
0.17% of portfolio
|
Q2 2024
Reduced 1.7%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Aug 04, 2025 Q2 2025 |
11,432
shares
|
$500,378
0.36% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Aug 06, 2025 Q2 2025 |
11,432
shares
|
$500,378
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
11,358
shares
|
$497,139
0.16% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Aug 01, 2025 Q2 2025 |
11,186
shares
|
$489,611
0.2% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
11,173
shares
|
$489,042
0.04% of portfolio
|
Q4 2024
Reduced 11.51%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
11,169
shares
|
$488,867
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
11,160
shares
|
$488,473
0.03% of portfolio
|
Q3 2022
Reduced 5.95%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
10,961
shares
|
$479,762
0.14% of portfolio
|
Q4 2023
Reduced 2.84%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
10,919
shares
|
$477,924
0.03% of portfolio
|
Q2 2025
Reduced 7.92%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
10,879
shares
|
$476,173
0.0% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
10,879
shares
|
$476,173
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
10,774
shares
|
$471,577
0.03% of portfolio
|
Q2 2023
Reduced 23.09%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
10,655
shares
|
$466,369
0.02% of portfolio
|
Q2 2025
Reduced 11.15%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
10,643
shares
|
$465,844
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
10,618
shares
|
$464,749
0.0% of portfolio
|
Q4 2024
Added 34.02%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Aug 05, 2025 Q2 2025 |
10,603
shares
|
$464,093
0.22% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
10,497
shares
|
$459,453
0.16% of portfolio
|
Q4 2024
Reduced 8.07%
|