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 479 institutions that hold shares in the stock, with a total of 78.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
60,853
shares
|
$2.62 Million
0.44% of portfolio
|
Q1 2024
Added 447.58%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
59,603
shares
|
$2.57 Million
0.07% of portfolio
|
Q1 2025
Reduced 8.43%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
57,743
shares
|
$2.49 Million
1.56% of portfolio
|
Q1 2025
Added 65.08%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
57,617
shares
|
$2.48 Million
1.21% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jul 23, 2025 Q2 2025 |
57,028
shares
|
$2.46 Million
2.0% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
56,490
shares
|
$2.43 Million
0.03% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
May 13, 2025 Q1 2025 |
54,945
shares
|
$2.37 Million
1.72% of portfolio
|
Q1 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
54,142
shares
|
$2.33 Million
0.57% of portfolio
|
Q2 2025
Added 10.48%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
53,525
shares
|
$2.31 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
53,222
shares
|
$2.29 Million
0.8% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
51,295
shares
|
$2.21 Million
0.1% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
51,126
shares
|
$2.2 Million
0.07% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
50,788
shares
|
$2.19 Million
0.29% of portfolio
|
Q1 2025
Added 222.28%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
49,787
shares
|
$2.14 Million
0.17% of portfolio
|
Q4 2022
Added 28.84%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
49,196
shares
|
$2.12 Million
0.11% of portfolio
|
Q2 2025
Reduced 37.28%
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
48,843
shares
|
$2.1 Million
0.26% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
48,429
shares
|
$2.09 Million
0.12% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
48,094
shares
|
$2.07 Million
0.03% of portfolio
|
Q1 2025
Added 32.85%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
47,799
shares
|
$2.06 Million
0.67% of portfolio
|
Q2 2025
Reduced 16.92%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
47,408
shares
|
$2.04 Million
0.04% of portfolio
|
Q1 2025
Added 11.75%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
46,948
shares
|
$2.02 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
46,310
shares
|
$2 Million
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
46,029
shares
|
$1.98 Million
0.91% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
45,951
shares
|
$1.98 Million
0.33% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
45,760
shares
|
$1.97 Million
0.45% of portfolio
|
Q1 2025
Added 17.17%
|