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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
125,343
shares
|
$5.47 Million
0.03% of portfolio
|
Q2 2025
Reduced 30.1%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
124,971
shares
|
$5.45 Million
0.43% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Hfg Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
122,685
shares
|
$5.35 Million
4.11% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
122,279
shares
|
$5.34 Million
0.77% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
117,365
shares
|
$5.12 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
110,355
shares
|
$4.81 Million
0.08% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Oct 08, 2025 Q3 2025 |
110,355
shares
|
$4.81 Million
2.01% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
99,869
shares
|
$4.36 Million
0.13% of portfolio
|
Q3 2025
Added 11.96%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
99,577
shares
|
$4.34 Million
1.28% of portfolio
|
Q3 2025
Reduced 5.03%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
99,123
shares
|
$4.32 Million
0.06% of portfolio
|
Q3 2025
Added 22.05%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
98,173
shares
|
$4.28 Million
0.13% of portfolio
|
Q3 2025
Reduced 6.13%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
97,037
shares
|
$4.23 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
96,849
shares
|
$4.23 Million
0.11% of portfolio
|
Q3 2025
Added 7.86%
|
|
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
Jan 07, 2026 Q4 2025 |
93,247
shares
|
$4.07 Million
4.05% of portfolio
|
Q4 2025
Reduced 4.12%
|
|
|
Pcg Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
92,490
shares
|
$4.04 Million
1.29% of portfolio
|
Q3 2025
Added 9.83%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
91,543
shares
|
$3.99 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
91,053
shares
|
$3.97 Million
0.06% of portfolio
|
Q3 2025
Added 26.12%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
87,220
shares
|
$3.81 Million
0.05% of portfolio
|
Q3 2025
Added 6.04%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
86,336
shares
|
$3.77 Million
0.3% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
85,085
shares
|
$3.71 Million
0.5% of portfolio
|
Q3 2025
Added 27.49%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
85,001
shares
|
$3.71 Million
0.23% of portfolio
|
Q2 2025
Added 24.89%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
84,172
shares
|
$3.67 Million
0.06% of portfolio
|
Q3 2025
Added 25.11%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
83,135
shares
|
$3.63 Million
0.0% of portfolio
|
Q3 2025
Reduced 26.63%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
82,593
shares
|
$3.6 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
80,083
shares
|
$3.49 Million
0.1% of portfolio
|
Q3 2025
Added 0.07%
|
|