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 |
|---|---|---|---|---|---|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,835
shares
|
$165,211
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
3,550
shares
|
$152,934
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
3,313
shares
|
$142,724
0.02% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
3,290
shares
|
$141,733
0.06% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
3,279
shares
|
$141,259
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
2,625
shares
|
$113,085
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
2,565
shares
|
$110,500
0.01% of portfolio
|
Q1 2025
Reduced 97.7%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
2,560
shares
|
$110,284
0.0% of portfolio
|
Q1 2025
Reduced 57.4%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
2,420
shares
|
$104,253
0.02% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
2,391
shares
|
$103,004
0.05% of portfolio
|
Q3 2023
Added 1.1%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
2,000
shares
|
$86,160
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,947
shares
|
$83,876
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
1,900
shares
|
$81,852
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
1,875
shares
|
$80,775
0.04% of portfolio
|
Q3 2017
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
1,809
shares
|
$77,931
0.0% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
1,764
shares
|
$75,993
0.02% of portfolio
|
Q2 2025
Reduced 24.19%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
1,481
shares
|
$63,801
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,470
shares
|
$63,327
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
1,452
shares
|
$62,552
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
1,300
shares
|
$56,004
0.01% of portfolio
|
Q1 2024
Added 160.0%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
1,222
shares
|
$52,643
0.02% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
1,135
shares
|
$48,895
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
1,093
shares
|
$47,086
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
1,085
shares
|
$46,741
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,050
shares
|
$45,234
0.01% of portfolio
|
Q1 2024
Reduced 12.5%
|