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 |
|---|---|---|---|---|---|
|
Win Advisors, Inc
|
Apr 23, 2025 Q1 2025 |
44,063
shares
|
$1.88 Million
1.05% of portfolio
|
Q1 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
42,263
shares
|
$1.81 Million
0.18% of portfolio
|
Q1 2025
Added 11.61%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
41,999
shares
|
$1.79 Million
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
41,097
shares
|
$1.76 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
41,053
shares
|
$1.75 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
40,364
shares
|
$1.72 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
39,705
shares
|
$1.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
39,235
shares
|
$1.68 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
39,047
shares
|
$1.67 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Jul 22, 2025 Q2 2025 |
39,000
shares
|
$1.67 Million
0.73% of portfolio
|
Q2 2025
Added 15.3%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
38,552
shares
|
$1.65 Million
0.04% of portfolio
|
Q1 2025
Added 514.37%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
38,446
shares
|
$1.64 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.65%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
37,404
shares
|
$1.6 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
37,339
shares
|
$1.6 Million
0.12% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
36,772
shares
|
$1.57 Million
0.77% of portfolio
|
Q1 2025
Reduced 10.64%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
36,455
shares
|
$1.56 Million
0.75% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
35,724
shares
|
$1.53 Million
0.03% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
35,377
shares
|
$1.51 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
33,517
shares
|
$1.43 Million
0.05% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
33,370
shares
|
$1.43 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
33,219
shares
|
$1.42 Million
0.48% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
32,996
shares
|
$1.41 Million
0.21% of portfolio
|
Q1 2025
Reduced 49.98%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
32,688
shares
|
$1.4 Million
0.6% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
32,232
shares
|
$1.38 Million
0.22% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
32,100
shares
|
$1.37 Million
0.1% of portfolio
|
Q1 2025
Added 13.88%
|