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 |
|---|---|---|---|---|---|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
25,473
shares
|
$1.09 Million
0.03% of portfolio
|
Q1 2025
Added 16.61%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
25,134
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2022
Added 0.28%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
24,985
shares
|
$1.07 Million
0.03% of portfolio
|
Q1 2025
Added 19.13%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
24,773
shares
|
$1.06 Million
0.08% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
24,423
shares
|
$1.04 Million
0.12% of portfolio
|
Q1 2025
Added 14.52%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
23,460
shares
|
$1 Million
0.05% of portfolio
|
Q1 2025
Reduced 18.6%
|
|
|
Finward Bancorp
Munster, IN |
May 15, 2025 Q1 2025 |
22,517
shares
|
$962,151
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Apr 14, 2025 Q1 2025 |
22,227
shares
|
$949,759
0.6% of portfolio
|
Q1 2025
Reduced 16.77%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
22,113
shares
|
$944,888
0.08% of portfolio
|
Q3 2023
Reduced 8.57%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
21,931
shares
|
$937,111
0.03% of portfolio
|
Q2 2020
Added 12.68%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
21,779
shares
|
$930,616
0.04% of portfolio
|
Q1 2025
Added 9.34%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
21,567
shares
|
$921,557
0.14% of portfolio
|
Q1 2025
Reduced 31.83%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
21,477
shares
|
$917,712
0.04% of portfolio
|
Q1 2025
Added 88.88%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
21,327
shares
|
$911,302
0.0% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
21,116
shares
|
$902,286
0.57% of portfolio
|
Q1 2025
Reduced 5.67%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
20,559
shares
|
$878,486
0.08% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
20,540
shares
|
$877,674
0.05% of portfolio
|
Q4 2021
Reduced 7.59%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
20,465
shares
|
$874,469
0.4% of portfolio
|
Q4 2023
Reduced 0.1%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
20,093
shares
|
$858,573
0.06% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
20,005
shares
|
$854,813
0.25% of portfolio
|
Q2 2025
Reduced 13.96%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
19,670
shares
|
$840,499
0.08% of portfolio
|
Q1 2025
Reduced 11.2%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
19,620
shares
|
$838,362
0.07% of portfolio
|
Q3 2024
Reduced 75.47%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
19,567
shares
|
$836,097
0.03% of portfolio
|
Q1 2025
Reduced 30.87%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
19,500
shares
|
$833,234
0.07% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
19,398
shares
|
$828,876
0.09% of portfolio
|
Q1 2024
Added 0.91%
|