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 |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
62,549
shares
|
$2.73 Million
0.05% of portfolio
|
Q3 2025
Added 10.16%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
62,435
shares
|
$2.72 Million
0.6% of portfolio
|
Q3 2025
Added 15.32%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
60,998
shares
|
$2.66 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.61%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
60,853
shares
|
$2.66 Million
0.44% of portfolio
|
Q1 2024
Added 447.58%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
59,937
shares
|
$2.62 Million
0.18% of portfolio
|
Q3 2025
Added 21.83%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Oct 24, 2025 Q3 2025 |
55,176
shares
|
$2.41 Million
1.58% of portfolio
|
Q3 2025
Added 22.74%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
54,895
shares
|
$2.4 Million
1.45% of portfolio
|
Q3 2025
Added 155.63%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
54,289
shares
|
$2.37 Million
0.99% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
54,241
shares
|
$2.37 Million
0.81% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
54,005
shares
|
$2.36 Million
0.39% of portfolio
|
Q3 2025
Added 16.55%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
53,171
shares
|
$2.32 Million
0.24% of portfolio
|
Q3 2025
Added 7.87%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
52,514
shares
|
$2.29 Million
0.09% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
51,089
shares
|
$2.23 Million
0.05% of portfolio
|
Q3 2025
Reduced 52.36%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
50,948
shares
|
$2.22 Million
0.01% of portfolio
|
Q3 2025
Added 67.38%
|
|
|
Sargent Investment Group, LLC
|
Nov 14, 2025 Q3 2025 |
50,082
shares
|
$2.19 Million
0.31% of portfolio
|
Q3 2025
Reduced 18.14%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
50,031
shares
|
$2.18 Million
0.19% of portfolio
|
Q3 2025
Added 9.69%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
49,787
shares
|
$2.17 Million
0.17% of portfolio
|
Q4 2022
Added 28.84%
|
|
|
Gds Wealth Management
|
Oct 31, 2025 Q3 2025 |
49,662
shares
|
$2.17 Million
0.15% of portfolio
|
Q3 2025
Reduced 45.39%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
48,963
shares
|
$2.14 Million
0.24% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
47,341
shares
|
$2.07 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
47,233
shares
|
$2.06 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
47,111
shares
|
$2.06 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Oct 22, 2025 Q3 2025 |
47,057
shares
|
$2.05 Million
0.59% of portfolio
|
Q3 2025
Reduced 17.84%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Nov 13, 2025 Q3 2025 |
46,160
shares
|
$2.01 Million
1.06% of portfolio
|
Q3 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
45,951
shares
|
$2 Million
0.33% of portfolio
|
Q3 2024
Added 6.47%
|
|