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 |
|---|---|---|---|---|---|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
7,922
shares
|
$341,279
0.02% of portfolio
|
Q2 2025
Reduced 46.65%
|
|
|
Sloy Dahl & Holst, LLC
|
May 12, 2025 Q1 2025 |
7,910
shares
|
$340,762
0.07% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
7,726
shares
|
$332,836
0.09% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
7,671
shares
|
$330,466
0.05% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
7,554
shares
|
$325,426
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wespac Advisors So Cal, LLC
|
May 06, 2025 Q1 2025 |
7,550
shares
|
$325,254
0.09% of portfolio
|
Q1 2022
New holding
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
7,540
shares
|
$324,823
0.2% of portfolio
|
Q2 2024
Reduced 8.16%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
7,472
shares
|
$321,893
0.02% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
7,455
shares
|
$321,161
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
7,260
shares
|
$312,760
0.02% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
7,159
shares
|
$308,409
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
7,108
shares
|
$306,212
0.0% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Apr 16, 2025 Q1 2025 |
7,025
shares
|
$302,637
0.29% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
7,005
shares
|
$301,775
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
6,991
shares
|
$301,172
0.03% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
6,982
shares
|
$300,784
0.02% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
6,959
shares
|
$299,793
0.21% of portfolio
|
Q1 2025
Added 20.65%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
6,935
shares
|
$298,759
0.07% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
Sykon Capital LLC
Harrison, NY |
May 15, 2025 Q1 2025 |
6,922
shares
|
$298,199
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
6,859
shares
|
$295,485
0.0% of portfolio
|
Q1 2025
Added 11.78%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
6,772
shares
|
$291,737
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Jul 16, 2025 Q2 2025 |
6,763
shares
|
$291,350
0.2% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
6,714
shares
|
$289,239
0.02% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Financial Advisors Network, Inc.
|
May 13, 2025 Q1 2025 |
6,683
shares
|
$287,903
0.05% of portfolio
|
Q1 2025
Reduced 7.51%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
6,657
shares
|
$286,783
0.03% of portfolio
|
Q4 2024
Reduced 30.48%
|