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 475 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 $3.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
638,934
shares
|
$27.3 Million
0.07% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
530,997
shares
|
$22.7 Million
0.15% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
518,245
shares
|
$22.1 Million
0.35% of portfolio
|
Q1 2025
Reduced 5.71%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
513,551
shares
|
$21.9 Million
0.02% of portfolio
|
Q1 2025
Added 46586.45%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
511,444
shares
|
$21.9 Million
4.7% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
501,128
shares
|
$21.4 Million
2.34% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
437,017
shares
|
$18.7 Million
0.16% of portfolio
|
Q1 2025
Added 14.01%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
428,252
shares
|
$18.3 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Hc Advisors, LLC
|
May 13, 2025 Q1 2025 |
378,754
shares
|
$16.2 Million
13.02% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
350,861
shares
|
$15 Million
0.47% of portfolio
|
Q1 2025
Added 7.0%
|
|
|
Bank Hapoalim Bm
|
Jul 22, 2025 Q2 2025 |
348,000
shares
|
$14.9 Million
2.06% of portfolio
|
Q1 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
308,878
shares
|
$13.2 Million
0.07% of portfolio
|
Q1 2025
Reduced 9.37%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
286,170
shares
|
$12.2 Million
0.3% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
273,750
shares
|
$11.7 Million
1.36% of portfolio
|
Q1 2025
Added 125.43%
|
|
|
Wj Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
272,824
shares
|
$11.7 Million
4.83% of portfolio
|
Q1 2025
New holding
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
252,423
shares
|
$10.8 Million
3.68% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Manchester Financial Inc
|
May 13, 2025 Q1 2025 |
236,138
shares
|
$10.1 Million
2.52% of portfolio
|
Q1 2025
Added 15.05%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
227,660
shares
|
$9.73 Million
0.53% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
May 12, 2025 Q1 2025 |
221,959
shares
|
$9.48 Million
4.21% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
221,641
shares
|
$9.47 Million
1.95% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
221,279
shares
|
$9.46 Million
1.26% of portfolio
|
Q2 2025
Added 34.12%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
215,645
shares
|
$9.21 Million
0.02% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
215,269
shares
|
$9.2 Million
0.09% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
202,228
shares
|
$8.64 Million
2.2% of portfolio
|
Q1 2025
Added 6.49%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
196,145
shares
|
$8.38 Million
0.11% of portfolio
|
Q1 2025
Added 101.31%
|