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 |
|---|---|---|---|---|---|
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
185,569
shares
|
$8.12 Million
2.87% of portfolio
|
Q2 2025
Reduced 31.98%
|
|
|
Del Sette Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
184,922
shares
|
$8.09 Million
5.68% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
181,480
shares
|
$7.94 Million
0.06% of portfolio
|
Q2 2025
Reduced 15.7%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
180,856
shares
|
$7.92 Million
3.48% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Aug 11, 2025 Q2 2025 |
178,391
shares
|
$7.81 Million
2.59% of portfolio
|
Q2 2025
Added 10.14%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
175,631
shares
|
$7.69 Million
0.3% of portfolio
|
Q2 2025
Added 23.86%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
173,288
shares
|
$7.58 Million
0.04% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
169,234
shares
|
$7.41 Million
3.92% of portfolio
|
Q2 2024
Reduced 56.95%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
162,183
shares
|
$7.1 Million
0.26% of portfolio
|
Q2 2025
Added 1875.43%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
160,497
shares
|
$7.02 Million
0.16% of portfolio
|
Q2 2025
Reduced 18.17%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
158,751
shares
|
$6.95 Million
0.6% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
154,588
shares
|
$6.77 Million
0.41% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Jul 31, 2025 Q2 2025 |
154,407
shares
|
$6.76 Million
1.09% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
150,432
shares
|
$6.58 Million
0.02% of portfolio
|
Q2 2025
Added 7.34%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
148,794
shares
|
$6.51 Million
1.7% of portfolio
|
Q2 2025
Added 7.0%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
147,694
shares
|
$6.46 Million
2.09% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
146,593
shares
|
$6.42 Million
0.01% of portfolio
|
Q2 2025
Added 17.49%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
141,681
shares
|
$6.2 Million
0.0% of portfolio
|
Q2 2025
Added 1316.81%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
140,714
shares
|
$6.16 Million
0.3% of portfolio
|
Q2 2025
Added 37.58%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
136,406
shares
|
$5.97 Million
0.12% of portfolio
|
Q2 2025
Added 36.55%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
131,528
shares
|
$5.76 Million
1.37% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
126,331
shares
|
$5.53 Million
0.03% of portfolio
|
Q2 2025
Added 20.53%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
125,380
shares
|
$5.49 Million
0.87% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
125,343
shares
|
$5.49 Million
0.03% of portfolio
|
Q2 2025
Reduced 30.1%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Jul 22, 2025 Q2 2025 |
125,234
shares
|
$5.48 Million
4.03% of portfolio
|
Q2 2025
Added 31.19%
|