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 |
|---|---|---|---|---|---|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
82,255
shares
|
$3.6 Million
0.05% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
81,218
shares
|
$3.55 Million
0.05% of portfolio
|
Q2 2025
Reduced 28.37%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
80,894
shares
|
$3.54 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
80,027
shares
|
$3.5 Million
0.1% of portfolio
|
Q2 2025
Added 56.53%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
78,961
shares
|
$3.46 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
78,139
shares
|
$3.42 Million
0.6% of portfolio
|
Q2 2025
Reduced 52.62%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
77,732
shares
|
$3.4 Million
1.54% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
77,407
shares
|
$3.39 Million
0.05% of portfolio
|
Q2 2024
Added 1.93%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
76,809
shares
|
$3.36 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
76,482
shares
|
$3.35 Million
1.19% of portfolio
|
Q3 2024
Added 8.06%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jul 28, 2025 Q2 2025 |
76,434
shares
|
$3.35 Million
0.8% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
74,742
shares
|
$3.27 Million
0.95% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
73,133
shares
|
$3.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Aug 05, 2025 Q2 2025 |
73,028
shares
|
$3.2 Million
1.94% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
72,953
shares
|
$3.19 Million
0.1% of portfolio
|
Q2 2025
Reduced 7.18%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
72,196
shares
|
$3.16 Million
0.06% of portfolio
|
Q2 2025
Added 104.86%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
71,741
shares
|
$3.14 Million
0.07% of portfolio
|
Q3 2024
Added 18.7%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Jul 17, 2025 Q2 2025 |
71,393
shares
|
$3.12 Million
2.47% of portfolio
|
Q2 2025
New holding
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
67,470
shares
|
$2.95 Million
0.99% of portfolio
|
Q4 2022
Reduced 97.26%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
67,280
shares
|
$2.94 Million
0.06% of portfolio
|
Q2 2025
Added 164.12%
|
|
|
Forge Financial Services LLC
Edmond, OK |
Aug 11, 2025 Q2 2025 |
67,030
shares
|
$2.93 Million
2.13% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
66,736
shares
|
$2.92 Million
0.53% of portfolio
|
Q2 2025
Added 45.84%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
65,734
shares
|
$2.88 Million
1.99% of portfolio
|
Q2 2025
Reduced 19.52%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
65,630
shares
|
$2.87 Million
0.01% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jul 18, 2025 Q2 2025 |
64,928
shares
|
$2.84 Million
1.43% of portfolio
|
Q2 2025
Reduced 37.41%
|