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 |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
638,934
shares
|
$28 Million
0.07% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
520,211
shares
|
$22.8 Million
0.31% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
511,444
shares
|
$22.4 Million
4.7% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
501,128
shares
|
$21.9 Million
2.34% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
475,760
shares
|
$20.8 Million
0.14% of portfolio
|
Q2 2025
Added 8.87%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
442,836
shares
|
$19.4 Million
0.02% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
427,638
shares
|
$18.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 72.56%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
390,927
shares
|
$17.1 Million
0.09% of portfolio
|
Q2 2025
Added 26.56%
|
|
|
Hc Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
380,189
shares
|
$16.6 Million
11.94% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
374,677
shares
|
$16.4 Million
0.44% of portfolio
|
Q2 2025
Added 6.79%
|
|
|
Bank Hapoalim Bm
|
Jul 22, 2025 Q2 2025 |
348,000
shares
|
$15.2 Million
2.06% of portfolio
|
Q1 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
291,373
shares
|
$12.8 Million
0.24% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Manchester Financial Inc
|
Jul 29, 2025 Q2 2025 |
270,639
shares
|
$11.8 Million
2.63% of portfolio
|
Q2 2025
Added 14.61%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
261,823
shares
|
$11.5 Million
0.09% of portfolio
|
Q2 2025
Added 40.84%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
252,423
shares
|
$11 Million
3.68% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
247,126
shares
|
$10.8 Million
2.35% of portfolio
|
Q2 2025
Added 22.2%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
227,660
shares
|
$9.96 Million
0.53% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
221,641
shares
|
$9.7 Million
1.95% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
221,279
shares
|
$9.69 Million
1.26% of portfolio
|
Q2 2025
Added 34.12%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
209,021
shares
|
$9.15 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
205,064
shares
|
$8.98 Million
0.01% of portfolio
|
Q2 2025
Added 15.59%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
198,977
shares
|
$8.71 Million
0.02% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Guerra Advisors Inc
Miami, FL |
Aug 12, 2025 Q2 2025 |
196,393
shares
|
$8.6 Million
3.89% of portfolio
|
Q2 2025
Added 76.65%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
191,086
shares
|
$8.36 Million
0.07% of portfolio
|
Q2 2025
Added 9.7%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
186,226
shares
|
$8.15 Million
3.47% of portfolio
|
Q2 2025
Added 1.16%
|