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 |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
6,907
shares
|
$302,319
0.0% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
6,873
shares
|
$300,831
0.04% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Jul 29, 2025 Q2 2025 |
6,846
shares
|
$299,649
0.12% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
6,829
shares
|
$298,905
0.16% of portfolio
|
Q2 2025
Reduced 67.66%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Jul 16, 2025 Q2 2025 |
6,763
shares
|
$296,016
0.2% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
6,695
shares
|
$293,040
0.07% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Financial Advisors Network, Inc.
|
Aug 14, 2025 Q2 2025 |
6,683
shares
|
$292,514
0.04% of portfolio
|
Q1 2025
Reduced 7.51%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
6,657
shares
|
$291,376
0.03% of portfolio
|
Q4 2024
Reduced 30.48%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
6,625
shares
|
$289,976
0.02% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Aug 08, 2025 Q2 2025 |
6,540
shares
|
$286,255
0.21% of portfolio
|
Q2 2025
Reduced 20.26%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
6,527
shares
|
$285,686
0.0% of portfolio
|
Q2 2025
Reduced 8.17%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
6,507
shares
|
$284,811
0.03% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
6,481
shares
|
$283,673
0.02% of portfolio
|
Q2 2025
Added 10.65%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
6,399
shares
|
$280,084
0.04% of portfolio
|
Q2 2025
Added 27.72%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
6,382
shares
|
$279,340
0.0% of portfolio
|
Q2 2025
Added 9.04%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
6,349
shares
|
$277,895
0.01% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
6,276
shares
|
$274,700
0.04% of portfolio
|
Q2 2025
Added 17.51%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
6,275
shares
|
$274,656
0.07% of portfolio
|
Q4 2024
Reduced 13.69%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
6,246
shares
|
$273,387
0.03% of portfolio
|
Q1 2024
Reduced 27.32%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
6,208
shares
|
$271,724
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
6,188
shares
|
$270,848
0.01% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Aug 04, 2025 Q2 2025 |
6,136
shares
|
$268,572
0.21% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Aug 25, 2025 Q2 2025 |
6,101
shares
|
$267,040
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
6,055
shares
|
$265,027
0.02% of portfolio
|
Q1 2023
Reduced 6.2%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
6,000
shares
|
$262,620
0.0% of portfolio
|
Q4 2022
New holding
|