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 476 institutions that hold shares in the stock, with a total of 78.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
19,398
shares
|
$835,665
0.09% of portfolio
|
Q1 2024
Added 0.91%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
19,348
shares
|
$833,511
0.16% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
18,830
shares
|
$811,196
0.02% of portfolio
|
Q1 2025
Added 85.19%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
18,663
shares
|
$804,002
0.0% of portfolio
|
Q1 2025
Reduced 7.27%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
18,125
shares
|
$780,825
0.06% of portfolio
|
Q2 2025
Reduced 27.86%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
17,810
shares
|
$767,254
0.03% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
17,727
shares
|
$763,679
0.09% of portfolio
|
Q1 2025
Reduced 11.25%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
17,617
shares
|
$758,940
0.04% of portfolio
|
Q1 2025
Added 37.64%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
17,609
shares
|
$758,595
0.12% of portfolio
|
Q1 2025
Reduced 7.34%
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
17,217
shares
|
$741,708
0.22% of portfolio
|
Q2 2025
Reduced 9.48%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
17,146
shares
|
$738,649
0.0% of portfolio
|
Q1 2025
Added 10.88%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
17,000
shares
|
$732,360
0.04% of portfolio
|
Q4 2021
Reduced 15.0%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
16,648
shares
|
$717,195
0.17% of portfolio
|
Q4 2024
Reduced 7.7%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
16,440
shares
|
$708,235
0.02% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
16,165
shares
|
$696,388
0.03% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
15,918
shares
|
$685,747
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
15,681
shares
|
$675,537
0.38% of portfolio
|
Q1 2023
Added 1.79%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
15,353
shares
|
$661,407
0.07% of portfolio
|
Q1 2025
Reduced 11.09%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
15,331
shares
|
$660,459
0.13% of portfolio
|
Q2 2025
Reduced 4.22%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
15,083
shares
|
$649,775
0.01% of portfolio
|
Q1 2025
Reduced 78.68%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
May 12, 2025 Q1 2025 |
14,987
shares
|
$645,639
0.55% of portfolio
|
Q1 2025
Added 74.33%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
14,478
shares
|
$623,712
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
14,283
shares
|
$615,311
0.21% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
14,277
shares
|
$615,053
0.37% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
14,250
shares
|
$613,890
0.51% of portfolio
|
Q1 2025
Added 6.64%
|