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 |
|---|---|---|---|---|---|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
64,601
shares
|
$2.83 Million
1.48% of portfolio
|
Q4 2022
Reduced 3.0%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
63,284
shares
|
$2.77 Million
0.03% of portfolio
|
Q2 2025
Reduced 13.47%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
61,615
shares
|
$2.7 Million
0.14% of portfolio
|
Q2 2025
Added 952.17%
|
|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
61,182
shares
|
$2.68 Million
0.36% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
60,853
shares
|
$2.66 Million
0.44% of portfolio
|
Q1 2024
Added 447.58%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
59,788
shares
|
$2.62 Million
0.03% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Aug 05, 2025 Q2 2025 |
57,277
shares
|
$2.51 Million
0.74% of portfolio
|
Q2 2025
Added 72.42%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jul 23, 2025 Q2 2025 |
57,028
shares
|
$2.5 Million
2.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
56,782
shares
|
$2.49 Million
0.05% of portfolio
|
Q2 2025
Added 19.77%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
54,652
shares
|
$2.39 Million
1.03% of portfolio
|
Q2 2025
Reduced 5.15%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
54,142
shares
|
$2.37 Million
0.57% of portfolio
|
Q2 2025
Added 10.48%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
53,222
shares
|
$2.33 Million
0.8% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
52,514
shares
|
$2.3 Million
0.09% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
49,787
shares
|
$2.18 Million
0.17% of portfolio
|
Q4 2022
Added 28.84%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
49,292
shares
|
$2.16 Million
0.24% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
49,196
shares
|
$2.15 Million
0.11% of portfolio
|
Q2 2025
Reduced 37.28%
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
48,843
shares
|
$2.14 Million
0.26% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
48,429
shares
|
$2.12 Million
0.12% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
48,038
shares
|
$2.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
47,799
shares
|
$2.09 Million
0.67% of portfolio
|
Q2 2025
Reduced 16.92%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
46,948
shares
|
$2.05 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
46,489
shares
|
$2.03 Million
0.07% of portfolio
|
Q2 2025
Added 38.7%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
46,337
shares
|
$2.03 Million
0.37% of portfolio
|
Q2 2025
Added 55.62%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
46,029
shares
|
$2.01 Million
0.91% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
45,951
shares
|
$2.01 Million
0.33% of portfolio
|
Q3 2024
Added 6.47%
|