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 482 institutions that hold shares in the stock, with a total of 86.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
641,116
shares
|
$28 Million
0.07% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
569,878
shares
|
$24.9 Million
0.0% of portfolio
|
Q3 2025
Added 302.23%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
521,366
shares
|
$22.7 Million
0.3% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
508,844
shares
|
$22.2 Million
4.47% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
494,482
shares
|
$21.6 Million
2.27% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
489,302
shares
|
$21.3 Million
0.14% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
451,513
shares
|
$19.7 Million
0.02% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
436,814
shares
|
$19.1 Million
0.03% of portfolio
|
Q3 2025
Added 398.09%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
427,138
shares
|
$18.6 Million
0.09% of portfolio
|
Q3 2025
Added 9.26%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
356,897
shares
|
$15.6 Million
0.39% of portfolio
|
Q3 2025
Reduced 4.75%
|
|
|
Manchester Financial Inc
|
Oct 15, 2025 Q3 2025 |
302,154
shares
|
$13.2 Million
2.94% of portfolio
|
Q3 2025
Added 11.64%
|
|
|
Hc Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
298,306
shares
|
$13 Million
9.61% of portfolio
|
Q3 2025
Reduced 21.54%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
284,904
shares
|
$12.4 Million
1.46% of portfolio
|
Q3 2025
Added 28.75%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
277,786
shares
|
$12.1 Million
2.52% of portfolio
|
Q3 2025
Added 12.41%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
261,005
shares
|
$11.4 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
257,444
shares
|
$11.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 73.63%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 23, 2025 Q3 2025 |
251,116
shares
|
$11 Million
3.43% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
248,811
shares
|
$10.9 Million
0.19% of portfolio
|
Q3 2025
Reduced 14.61%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
245,472
shares
|
$10.7 Million
0.01% of portfolio
|
Q3 2025
Added 17.44%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
236,116
shares
|
$10.3 Million
0.51% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
231,099
shares
|
$10.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 45.96%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
229,444
shares
|
$10 Million
1.63% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
215,211
shares
|
$9.39 Million
0.07% of portfolio
|
Q3 2025
Added 12.63%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
213,904
shares
|
$9.33 Million
0.34% of portfolio
|
Q3 2025
Added 31.89%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
199,561
shares
|
$8.71 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.68%
|
|