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 |
|---|---|---|---|---|---|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
14,181
shares
|
$610,917
0.07% of portfolio
|
Q1 2025
Reduced 7.17%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
14,158
shares
|
$609,926
0.04% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
14,151
shares
|
$609,625
0.0% of portfolio
|
Q1 2025
Reduced 19.09%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
13,990
shares
|
$602,689
0.0% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
1776 Wealth LLC
|
May 05, 2025 Q1 2025 |
13,695
shares
|
$589,980
0.28% of portfolio
|
Q3 2024
Reduced 10.41%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
13,441
shares
|
$579,038
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
13,181
shares
|
$567,837
0.0% of portfolio
|
Q1 2025
Added 44.15%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
13,076
shares
|
$563,314
0.01% of portfolio
|
Q1 2025
Reduced 16.99%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jul 14, 2025 Q2 2025 |
13,057
shares
|
$562,495
0.47% of portfolio
|
Q2 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
12,913
shares
|
$556,292
0.14% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
12,807
shares
|
$551,725
0.01% of portfolio
|
Q1 2025
Reduced 9.22%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
12,745
shares
|
$549,054
0.04% of portfolio
|
Q1 2025
Reduced 6.77%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
12,734
shares
|
$548,580
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Moseley Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
12,681
shares
|
$546,297
0.22% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
12,654
shares
|
$545,134
0.18% of portfolio
|
Q1 2025
Reduced 42.97%
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
12,563
shares
|
$541,214
0.25% of portfolio
|
Q1 2024
Added 5.55%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
12,510
shares
|
$538,930
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
12,459
shares
|
$536,733
0.04% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
12,337
shares
|
$531,477
0.24% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
12,323
shares
|
$530,874
0.03% of portfolio
|
Q1 2025
Reduced 28.06%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
12,297
shares
|
$529,754
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
12,116
shares
|
$521,957
0.45% of portfolio
|
Q4 2024
Reduced 16.45%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
12,091
shares
|
$520,880
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
11,992
shares
|
$516,615
0.02% of portfolio
|
Q1 2025
Reduced 33.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
11,950
shares
|
$514,806
0.0% of portfolio
|
Q1 2025
New holding
|