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 |
|---|---|---|---|---|---|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
4,927
shares
|
$215,654
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
4,888
shares
|
$213,947
0.02% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
4,817
shares
|
$210,840
0.0% of portfolio
|
Q2 2025
Reduced 74.19%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
4,787
shares
|
$209,526
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
4,097
shares
|
$179,325
0.09% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
4,060
shares
|
$177,706
0.14% of portfolio
|
Q2 2021
New holding
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
3,887
shares
|
$170,133
0.06% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
3,550
shares
|
$155,383
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
3,313
shares
|
$145,010
0.02% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
3,290
shares
|
$144,003
0.06% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
2,625
shares
|
$114,896
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
2,565
shares
|
$112,270
0.01% of portfolio
|
Q1 2025
Reduced 97.7%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
2,560
shares
|
$112,051
0.0% of portfolio
|
Q1 2025
Reduced 57.4%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
2,433
shares
|
$106,492
0.02% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
2,391
shares
|
$104,654
0.04% of portfolio
|
Q3 2023
Added 1.1%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
2,000
shares
|
$87,540
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
1,983
shares
|
$86,795
0.03% of portfolio
|
Q2 2025
Added 134.4%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,947
shares
|
$85,220
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
1,900
shares
|
$83,163
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
1,875
shares
|
$82,068
0.04% of portfolio
|
Q3 2017
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
1,779
shares
|
$77,866
0.0% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
1,764
shares
|
$77,210
0.02% of portfolio
|
Q2 2025
Reduced 24.19%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
1,481
shares
|
$64,823
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,470
shares
|
$64,341
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
1,452
shares
|
$63,554
0.0% of portfolio
|
Q2 2025
New holding
|