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 482 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 |
|---|---|---|---|---|---|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
33,803
shares
|
$1.47 Million
0.5% of portfolio
|
Q3 2025
Reduced 8.43%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
33,670
shares
|
$1.47 Million
0.39% of portfolio
|
Q3 2025
Added 44.23%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
33,535
shares
|
$1.46 Million
0.52% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Nov 06, 2025 Q3 2025 |
33,436
shares
|
$1.46 Million
1.13% of portfolio
|
Q3 2025
Added 3.99%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
33,264
shares
|
$1.45 Million
0.53% of portfolio
|
Q3 2025
Reduced 83.06%
|
|
|
Santori & Peters, Inc.
|
Oct 15, 2025 Q3 2025 |
32,087
shares
|
$1.4 Million
0.5% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
31,112
shares
|
$1.36 Million
0.04% of portfolio
|
Q3 2022
Added 11.16%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
31,002
shares
|
$1.35 Million
0.04% of portfolio
|
Q3 2025
Added 5.82%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
30,918
shares
|
$1.35 Million
0.23% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
30,739
shares
|
$1.34 Million
0.04% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
30,430
shares
|
$1.33 Million
0.08% of portfolio
|
Q3 2025
Added 179.71%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
30,352
shares
|
$1.32 Million
0.11% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
30,260
shares
|
$1.32 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
29,978
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
29,799
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2023
Reduced 51.99%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
29,564
shares
|
$1.29 Million
0.06% of portfolio
|
Q3 2025
Added 4.7%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
28,962
shares
|
$1.26 Million
0.04% of portfolio
|
Q3 2025
Added 38.86%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2025 Q3 2025 |
28,658
shares
|
$1.25 Million
0.51% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
28,352
shares
|
$1.24 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.05%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
28,138
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2025
Added 27.22%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
28,100
shares
|
$1.23 Million
0.07% of portfolio
|
Q3 2025
Reduced 7.64%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
27,296
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2025
Reduced 29.51%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
26,893
shares
|
$1.17 Million
0.5% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
26,808
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2025
Reduced 20.49%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Nov 07, 2025 Q3 2025 |
26,688
shares
|
$1.16 Million
0.18% of portfolio
|
Q3 2025
Added 113.33%
|
|