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 481 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 |
|---|---|---|---|---|---|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
56
shares
|
$2,443
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
43
shares
|
$1,876
0.0% of portfolio
|
Q3 2025
Reduced 85.42%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
43
shares
|
$1,876
0.0% of portfolio
|
Q3 2025
Reduced 97.04%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
36
shares
|
$1,570
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
31
shares
|
$1,352
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|