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 |
|---|---|---|---|---|---|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
5,511
shares
|
$237,413
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
5,505
shares
|
$237,155
0.01% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
5,486
shares
|
$236,336
0.01% of portfolio
|
Q1 2025
Added 5.66%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
May 13, 2025 Q1 2025 |
5,344
shares
|
$230,219
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
5,319
shares
|
$229,142
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
5,293
shares
|
$228,022
0.04% of portfolio
|
Q1 2025
Reduced 9.86%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
5,267
shares
|
$226,902
0.05% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Apr 25, 2025 Q1 2025 |
5,267
shares
|
$226,902
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
5,238
shares
|
$225,653
0.01% of portfolio
|
Q2 2025
Reduced 91.02%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
5,213
shares
|
$224,576
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
5,144
shares
|
$221,603
0.06% of portfolio
|
Q2 2025
Reduced 16.97%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
5,135
shares
|
$221,215
0.0% of portfolio
|
Q1 2025
Reduced 19.18%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
5,065
shares
|
$218,200
0.0% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
4,927
shares
|
$212,255
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
4,895
shares
|
$210,876
0.02% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
4,878
shares
|
$210,144
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
4,787
shares
|
$206,223
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Salzhauer Michael
|
Apr 23, 2025 Q1 2025 |
4,675
shares
|
$201,399
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
4,648
shares
|
$200,235
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
4,628
shares
|
$199,374
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
4,617
shares
|
$198,900
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
4,610
shares
|
$198,598
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
4,133
shares
|
$178,049
0.0% of portfolio
|
Q1 2025
Added 38.74%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
4,096
shares
|
$176,455
0.1% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
4,060
shares
|
$174,904
0.14% of portfolio
|
Q2 2021
New holding
|