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 |
|---|---|---|---|---|---|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
124,971
shares
|
$5.47 Million
0.42% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
124,626
shares
|
$5.45 Million
0.39% of portfolio
|
Q2 2025
Added 10.95%
|
|
|
Hfg Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
122,420
shares
|
$5.36 Million
4.21% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
121,570
shares
|
$5.32 Million
1.03% of portfolio
|
Q2 2025
Added 9.01%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
119,402
shares
|
$5.23 Million
0.15% of portfolio
|
Q2 2025
Added 16.7%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
115,152
shares
|
$5.04 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
113,313
shares
|
$4.96 Million
0.01% of portfolio
|
Q2 2025
Added 18.94%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
111,721
shares
|
$4.89 Million
2.27% of portfolio
|
Q2 2025
Added 10.92%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jul 17, 2025 Q2 2025 |
107,504
shares
|
$4.71 Million
2.12% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
107,232
shares
|
$4.69 Million
0.07% of portfolio
|
Q2 2025
Added 79.91%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
106,874
shares
|
$4.68 Million
0.58% of portfolio
|
Q2 2025
Added 185.73%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
104,846
shares
|
$4.59 Million
1.36% of portfolio
|
Q1 2025
Reduced 10.7%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
104,582
shares
|
$4.58 Million
0.14% of portfolio
|
Q2 2025
Added 22.1%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
99,505
shares
|
$4.36 Million
0.06% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
95,532
shares
|
$4.18 Million
0.02% of portfolio
|
Q2 2025
Reduced 20.3%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
90,932
shares
|
$3.98 Million
0.34% of portfolio
|
Q1 2025
Added 41.5%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
89,795
shares
|
$3.93 Million
0.11% of portfolio
|
Q2 2025
Added 23.66%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
89,201
shares
|
$3.9 Million
0.12% of portfolio
|
Q2 2025
Added 4.15%
|
|
|
Barings LLC
|
Aug 12, 2025 Q2 2025 |
88,348
shares
|
$3.87 Million
0.09% of portfolio
|
Q2 2025
Added 32.32%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
87,697
shares
|
$3.84 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.21%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
86,059
shares
|
$3.77 Million
0.29% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
85,167
shares
|
$3.73 Million
0.05% of portfolio
|
Q2 2025
Added 20.76%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
85,001
shares
|
$3.72 Million
0.23% of portfolio
|
Q2 2025
Added 24.89%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
84,508
shares
|
$3.7 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Pcg Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
84,212
shares
|
$3.69 Million
1.81% of portfolio
|
Q2 2025
Added 1.56%
|