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 |
|---|---|---|---|---|---|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
10,000
shares
|
$430,800
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jul 21, 2025 Q2 2025 |
9,971
shares
|
$429,550
0.81% of portfolio
|
Q2 2025
Reduced 30.47%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
9,969
shares
|
$429,464
0.02% of portfolio
|
Q2 2025
Reduced 47.99%
|
|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
9,929
shares
|
$427,741
0.21% of portfolio
|
Q1 2025
Reduced 22.62%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
9,755
shares
|
$420,245
0.08% of portfolio
|
Q3 2024
Added 216.93%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
9,504
shares
|
$409,432
0.17% of portfolio
|
Q1 2023
Reduced 8.62%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
9,368
shares
|
$403,573
0.04% of portfolio
|
Q4 2023
Reduced 0.78%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
9,138
shares
|
$393,665
0.03% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
9,135
shares
|
$393,535
0.01% of portfolio
|
Q2 2025
Added 29.83%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
9,063
shares
|
$390,434
0.28% of portfolio
|
Q2 2025
Added 553.42%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
9,015
shares
|
$388,366
0.01% of portfolio
|
Q1 2024
Reduced 2.24%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
8,800
shares
|
$379,104
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
8,800
shares
|
$379,104
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Jul 15, 2025 Q1 2025 |
8,775
shares
|
$378,027
1.21% of portfolio
|
Q1 2025
New holding
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
8,636
shares
|
$372,038
0.12% of portfolio
|
Q3 2022
Reduced 8.08%
|
|
|
Clarus Group, Inc.
|
Jul 15, 2025 Q2 2025 |
8,579
shares
|
$369,583
0.14% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
United Bank
|
May 06, 2025 Q1 2025 |
8,539
shares
|
$367,860
0.15% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jul 21, 2025 Q2 2025 |
8,503
shares
|
$366,309
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
8,449
shares
|
$363,982
0.08% of portfolio
|
Q2 2025
Reduced 7.75%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
8,366
shares
|
$360,407
0.05% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
8,210
shares
|
$353,686
0.01% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
May 01, 2025 Q1 2025 |
8,202
shares
|
$353,342
0.27% of portfolio
|
Q1 2025
Reduced 13.64%
|
|
|
Lee Johnson Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
8,181
shares
|
$352,437
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
7,988
shares
|
$344,123
0.24% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
7,967
shares
|
$343,218
0.12% of portfolio
|
Q4 2024
Reduced 6.57%
|