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 |
|---|---|---|---|---|---|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
45,704
shares
|
$2 Million
0.0% of portfolio
|
Q2 2025
Reduced 38.17%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
45,611
shares
|
$2 Million
0.17% of portfolio
|
Q2 2025
Added 7.92%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jul 15, 2025 Q2 2025 |
44,955
shares
|
$1.97 Million
1.36% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
44,051
shares
|
$1.93 Million
0.06% of portfolio
|
Q2 2025
Added 7.19%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
43,046
shares
|
$1.88 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
42,952
shares
|
$1.88 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
42,589
shares
|
$1.86 Million
0.13% of portfolio
|
Q2 2025
Added 14.06%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
41,999
shares
|
$1.84 Million
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
40,480
shares
|
$1.77 Million
0.35% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
39,409
shares
|
$1.72 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
39,345
shares
|
$1.72 Million
0.03% of portfolio
|
Q2 2025
Added 10.14%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
39,047
shares
|
$1.71 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Jul 22, 2025 Q2 2025 |
39,000
shares
|
$1.71 Million
0.73% of portfolio
|
Q2 2025
Added 15.3%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
38,725
shares
|
$1.69 Million
0.04% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
38,485
shares
|
$1.68 Million
0.01% of portfolio
|
Q2 2025
Reduced 77.36%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
38,446
shares
|
$1.68 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.65%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
36,915
shares
|
$1.62 Million
0.57% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Sep 11, 2025 Q2 2025 |
35,936
shares
|
$1.57 Million
1.11% of portfolio
|
Q2 2025
New holding
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Aug 12, 2025 Q2 2025 |
35,766
shares
|
$1.57 Million
0.7% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
35,137
shares
|
$1.54 Million
0.18% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
33,716
shares
|
$1.48 Million
0.02% of portfolio
|
Q2 2025
Added 20.63%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
32,712
shares
|
$1.43 Million
0.53% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
32,232
shares
|
$1.41 Million
0.22% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Aug 12, 2025 Q2 2025 |
32,154
shares
|
$1.41 Million
1.14% of portfolio
|
Q2 2025
Added 15.24%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
32,151
shares
|
$1.41 Million
0.1% of portfolio
|
Q2 2025
Added 1.76%
|