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 |
|---|---|---|---|---|---|
|
Global View Capital Management LLC
Waukesha, WI |
May 13, 2025 Q1 2025 |
81,225
shares
|
$3.47 Million
1.28% of portfolio
|
Q1 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
79,484
shares
|
$3.4 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
78,592
shares
|
$3.36 Million
0.14% of portfolio
|
Q1 2025
Added 218.22%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
77,407
shares
|
$3.31 Million
0.05% of portfolio
|
Q2 2024
Added 1.93%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
77,337
shares
|
$3.3 Million
0.94% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
77,169
shares
|
$3.3 Million
1.79% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
76,809
shares
|
$3.28 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
76,482
shares
|
$3.27 Million
1.19% of portfolio
|
Q3 2024
Added 8.06%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
74,742
shares
|
$3.19 Million
1.13% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
73,913
shares
|
$3.16 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
73,133
shares
|
$3.12 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
72,617
shares
|
$3.1 Million
0.1% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
May 09, 2025 Q1 2025 |
72,327
shares
|
$3.09 Million
2.28% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
72,196
shares
|
$3.08 Million
0.06% of portfolio
|
Q2 2025
Added 104.86%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
71,741
shares
|
$3.07 Million
0.07% of portfolio
|
Q3 2024
Added 18.7%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Jul 17, 2025 Q2 2025 |
71,393
shares
|
$3.05 Million
2.47% of portfolio
|
Q2 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
70,523
shares
|
$3.01 Million
0.05% of portfolio
|
Q1 2025
Added 6.91%
|
|
|
Forge Financial Services LLC
Edmond, OK |
May 06, 2025 Q1 2025 |
69,537
shares
|
$2.97 Million
2.67% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
68,060
shares
|
$2.91 Million
0.22% of portfolio
|
Q1 2025
Added 159.22%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
67,470
shares
|
$2.88 Million
0.99% of portfolio
|
Q4 2022
Reduced 97.26%
|
|
|
Barings LLC
|
May 09, 2025 Q1 2025 |
66,766
shares
|
$2.85 Million
0.08% of portfolio
|
Q1 2025
Reduced 8.45%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
65,063
shares
|
$2.78 Million
0.01% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jul 18, 2025 Q2 2025 |
64,928
shares
|
$2.77 Million
1.43% of portfolio
|
Q2 2025
Reduced 37.41%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
64,601
shares
|
$2.76 Million
1.48% of portfolio
|
Q4 2022
Reduced 3.0%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
60,992
shares
|
$2.61 Million
0.43% of portfolio
|
Q1 2025
Added 4.43%
|