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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
10,441
shares
|
$457,002
0.04% of portfolio
|
Q2 2025
Reduced 8.96%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
10,362
shares
|
$453,544
0.04% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
10,354
shares
|
$453,194
0.0% of portfolio
|
Q2 2025
Reduced 21.45%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
10,352
shares
|
$453,107
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jul 29, 2025 Q2 2025 |
10,350
shares
|
$453,019
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,219
shares
|
$447,285
0.0% of portfolio
|
Q2 2025
Added 78.65%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
10,164
shares
|
$444,878
0.01% of portfolio
|
Q2 2025
Added 83.9%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
10,095
shares
|
$441,858
0.12% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
9,995
shares
|
$437,481
0.07% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
9,985
shares
|
$437,043
0.08% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jul 21, 2025 Q2 2025 |
9,971
shares
|
$436,430
0.81% of portfolio
|
Q2 2025
Reduced 30.47%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
9,969
shares
|
$436,343
0.02% of portfolio
|
Q2 2025
Reduced 47.99%
|
|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
9,929
shares
|
$434,592
0.18% of portfolio
|
Q1 2025
Reduced 22.62%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
9,843
shares
|
$430,828
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
9,504
shares
|
$415,990
0.17% of portfolio
|
Q1 2023
Reduced 8.62%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
9,368
shares
|
$410,037
0.04% of portfolio
|
Q4 2023
Reduced 0.78%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
9,265
shares
|
$405,529
0.01% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
9,135
shares
|
$399,838
0.01% of portfolio
|
Q2 2025
Added 29.83%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
9,063
shares
|
$396,687
0.28% of portfolio
|
Q2 2025
Added 553.42%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
8,800
shares
|
$385,176
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
8,800
shares
|
$385,176
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Jul 15, 2025 Q1 2025 |
8,775
shares
|
$384,081
1.21% of portfolio
|
Q1 2025
New holding
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
8,636
shares
|
$377,997
0.12% of portfolio
|
Q3 2022
Reduced 8.08%
|
|
|
Clarus Group, Inc.
|
Jul 15, 2025 Q2 2025 |
8,579
shares
|
$375,502
0.14% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Aug 11, 2025 Q2 2025 |
8,525
shares
|
$373,139
0.22% of portfolio
|
Q2 2025
New holding
|