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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
26,839
shares
|
$1.17 Million
0.11% of portfolio
|
Q2 2025
Reduced 15.75%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
26,824
shares
|
$1.17 Million
0.06% of portfolio
|
Q2 2025
Added 89.46%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
26,817
shares
|
$1.17 Million
0.51% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
26,540
shares
|
$1.16 Million
0.12% of portfolio
|
Q2 2025
Added 8.67%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
26,480
shares
|
$1.16 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
26,469
shares
|
$1.16 Million
0.03% of portfolio
|
Q2 2025
Added 5.94%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
26,438
shares
|
$1.16 Million
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
25,753
shares
|
$1.13 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
25,705
shares
|
$1.13 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
25,134
shares
|
$1.1 Million
0.01% of portfolio
|
Q1 2022
Added 0.28%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
24,773
shares
|
$1.08 Million
0.08% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jul 25, 2025 Q2 2025 |
23,612
shares
|
$1.03 Million
0.86% of portfolio
|
Q2 2025
Added 6.23%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
23,345
shares
|
$1.02 Million
0.28% of portfolio
|
Q2 2025
Added 247.09%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
22,753
shares
|
$995,898
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
22,695
shares
|
$993,360
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Finward Bancorp
Munster, IN |
Aug 18, 2025 Q2 2025 |
22,517
shares
|
$985,569
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
22,117
shares
|
$968,061
0.0% of portfolio
|
Q2 2025
Added 56.29%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
22,113
shares
|
$967,886
0.08% of portfolio
|
Q3 2023
Reduced 8.57%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
21,931
shares
|
$959,919
0.03% of portfolio
|
Q2 2020
Added 12.68%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
21,846
shares
|
$956,199
0.04% of portfolio
|
Q2 2025
Reduced 6.88%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Jul 30, 2025 Q2 2025 |
21,474
shares
|
$939,916
0.68% of portfolio
|
Q2 2025
Added 43.28%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
21,363
shares
|
$935,058
0.12% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
20,975
shares
|
$918,075
0.16% of portfolio
|
Q2 2025
Added 106.96%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
20,857
shares
|
$912,910
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
20,540
shares
|
$899,035
0.04% of portfolio
|
Q4 2021
Reduced 7.59%
|