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 |
|---|---|---|---|---|---|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
6,628
shares
|
$285,534
0.05% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
6,625
shares
|
$285,405
0.02% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
6,507
shares
|
$280,321
0.03% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
6,399
shares
|
$275,668
0.04% of portfolio
|
Q2 2025
Added 27.72%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
6,330
shares
|
$272,696
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
6,298
shares
|
$271,317
0.01% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
6,276
shares
|
$270,370
0.04% of portfolio
|
Q2 2025
Added 17.51%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
6,275
shares
|
$270,327
0.07% of portfolio
|
Q4 2024
Reduced 13.69%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
6,246
shares
|
$269,077
0.03% of portfolio
|
Q1 2024
Reduced 27.32%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
6,208
shares
|
$267,440
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
6,145
shares
|
$264,726
0.01% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
May 09, 2025 Q1 2025 |
6,099
shares
|
$262,744
0.23% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
6,055
shares
|
$260,849
0.02% of portfolio
|
Q1 2023
Reduced 6.2%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
6,000
shares
|
$258,480
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
5,994
shares
|
$258,221
0.13% of portfolio
|
Q2 2025
Reduced 59.51%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Jun 17, 2025 Q1 2025 |
5,970
shares
|
$257,187
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
5,950
shares
|
$256,326
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
5,857
shares
|
$252,319
0.02% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
5,856
shares
|
$252,276
0.01% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
5,853
shares
|
$252,147
0.0% of portfolio
|
Q1 2025
Reduced 59.74%
|
|
|
Sterling Investment Management, LLC
|
Apr 15, 2025 Q1 2025 |
5,800
shares
|
$249,864
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,720
shares
|
$246,417
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
5,637
shares
|
$242,841
0.0% of portfolio
|
Q4 2024
Reduced 13.95%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
5,605
shares
|
$241,463
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
5,519
shares
|
$237,758
0.05% of portfolio
|
Q1 2025
Added 0.75%
|