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 |
|---|---|---|---|---|---|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
5,994
shares
|
$262,357
0.13% of portfolio
|
Q2 2025
Reduced 59.51%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
5,950
shares
|
$260,431
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
5,904
shares
|
$258,418
0.02% of portfolio
|
Q2 2025
Reduced 15.44%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
5,802
shares
|
$253,953
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sterling Investment Management, LLC
|
Jul 30, 2025 Q2 2025 |
5,800
shares
|
$253,866
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
5,766
shares
|
$252,377
0.03% of portfolio
|
Q2 2025
Reduced 48.82%
|
|
|
Columbia Advisory Partners LLC
|
Jul 23, 2025 Q2 2025 |
5,703
shares
|
$249,620
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
5,667
shares
|
$248,044
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
5,605
shares
|
$245,330
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
5,554
shares
|
$243,098
0.04% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
5,512
shares
|
$241,260
0.01% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
5,511
shares
|
$241,216
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
5,505
shares
|
$240,953
0.01% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Jul 23, 2025 Q2 2025 |
5,351
shares
|
$234,213
0.17% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Aug 08, 2025 Q2 2025 |
5,344
shares
|
$233,906
0.18% of portfolio
|
Q2 2025
Reduced 49.08%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
5,319
shares
|
$232,812
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Jul 23, 2025 Q2 2025 |
5,267
shares
|
$230,536
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
5,267
shares
|
$230,536
0.05% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
5,238
shares
|
$229,267
0.01% of portfolio
|
Q2 2025
Reduced 91.02%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
5,225
shares
|
$228,698
0.01% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
5,144
shares
|
$225,152
0.06% of portfolio
|
Q2 2025
Reduced 16.97%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
5,054
shares
|
$221,213
0.0% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
5,049
shares
|
$220,994
0.01% of portfolio
|
Q2 2025
Added 8.63%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
5,000
shares
|
$218,850
0.02% of portfolio
|
Q2 2025
Reduced 30.16%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
4,973
shares
|
$217,668
0.01% of portfolio
|
Q2 2025
Reduced 87.89%
|