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 |
|---|---|---|---|---|---|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
69
shares
|
$3,020
0.0% of portfolio
|
Q1 2025
Added 3350.0%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
68
shares
|
$2,976
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
68
shares
|
$2,976
0.0% of portfolio
|
Q1 2025
Reduced 38.18%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
57
shares
|
$2,494
0.0% of portfolio
|
Q3 2024
Reduced 93.17%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
56
shares
|
$2,451
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
36
shares
|
$1,575
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
31
shares
|
$1,356
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1
shares
|
$43
0.0% of portfolio
|
Q1 2023
Reduced 99.8%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|