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 |
|---|---|---|---|---|---|
|
New Century Financial Group, LLC
Princeton, NJ |
Jul 21, 2025 Q2 2025 |
8,503
shares
|
$372,176
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
8,456
shares
|
$370,119
0.04% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
8,449
shares
|
$369,812
0.08% of portfolio
|
Q2 2025
Reduced 7.75%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
8,424
shares
|
$368,718
0.0% of portfolio
|
Q2 2025
Added 103.82%
|
|
|
Lee Johnson Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
8,181
shares
|
$358,082
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Sloy Dahl & Holst, LLC
|
Jul 30, 2025 Q2 2025 |
8,030
shares
|
$351,473
0.05% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
7,988
shares
|
$349,634
0.24% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
7,922
shares
|
$346,745
0.02% of portfolio
|
Q2 2025
Reduced 46.65%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
7,826
shares
|
$342,544
0.09% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
United Bank
|
Jul 29, 2025 Q2 2025 |
7,774
shares
|
$340,267
0.13% of portfolio
|
Q2 2025
Reduced 8.96%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
7,729
shares
|
$338,298
0.06% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
7,726
shares
|
$338,167
0.09% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
7,696
shares
|
$336,853
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
7,554
shares
|
$330,638
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wespac Advisors So Cal, LLC
|
Jul 30, 2025 Q2 2025 |
7,550
shares
|
$330,463
0.07% of portfolio
|
Q1 2022
New holding
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
7,540
shares
|
$330,025
0.18% of portfolio
|
Q2 2024
Reduced 8.16%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
7,455
shares
|
$326,305
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
7,452
shares
|
$326,174
0.02% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Jul 23, 2025 Q2 2025 |
7,399
shares
|
$323,854
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Aug 11, 2025 Q2 2025 |
7,325
shares
|
$320,615
0.2% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
7,260
shares
|
$317,770
0.02% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
7,254
shares
|
$317,507
0.0% of portfolio
|
Q2 2025
Added 28.69%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
7,129
shares
|
$312,036
0.06% of portfolio
|
Q2 2025
Reduced 10.71%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Aug 15, 2025 Q2 2025 |
7,054
shares
|
$308,753
0.22% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
7,005
shares
|
$306,608
0.02% of portfolio
|
Q1 2023
New holding
|