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 |
|---|---|---|---|---|---|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
1,452
shares
|
$63,554
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
1,330
shares
|
$58,214
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
1,300
shares
|
$56,901
0.01% of portfolio
|
Q1 2024
Added 160.0%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
1,222
shares
|
$53,486
0.02% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
1,200
shares
|
$52,524
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
1,185
shares
|
$51,867
0.0% of portfolio
|
Q2 2025
Added 17.91%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
1,135
shares
|
$49,678
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
1,085
shares
|
$47,490
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,050
shares
|
$45,958
0.01% of portfolio
|
Q1 2024
Reduced 12.5%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
1,000
shares
|
$43,770
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
926
shares
|
$40,531
0.01% of portfolio
|
Q4 2022
Reduced 6.93%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
925
shares
|
$40,487
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
900
shares
|
$39,393
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
898
shares
|
$39,305
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
855
shares
|
$37,423
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
769
shares
|
$33,659
0.0% of portfolio
|
Q2 2024
Added 1.18%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
732
shares
|
$32,039
0.0% of portfolio
|
Q2 2025
Reduced 77.68%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
714
shares
|
$31,251
0.02% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
691
shares
|
$30,245
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
668
shares
|
$29,238
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
637
shares
|
$27,881
0.02% of portfolio
|
Q4 2024
Added 24.66%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
600
shares
|
$26,262
0.01% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
564
shares
|
$24,686
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
490
shares
|
$21,447
0.0% of portfolio
|
Q2 2025
Added 42.86%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
407
shares
|
$17,814
0.0% of portfolio
|
Q2 2025
Reduced 26.93%
|