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 474 institutions that hold shares in the stock, with a total of 85.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
20,465
shares
|
$892,887
0.4% of portfolio
|
Q4 2023
Reduced 0.1%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
20,458
shares
|
$892,582
0.07% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
20,425
shares
|
$891,142
0.05% of portfolio
|
Q3 2025
Added 25.72%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
20,299
shares
|
$885,645
0.13% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
20,213
shares
|
$881,893
0.03% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
20,002
shares
|
$872,687
0.05% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
19,763
shares
|
$862,259
0.11% of portfolio
|
Q3 2025
Reduced 7.49%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
19,668
shares
|
$858,114
0.01% of portfolio
|
Q3 2025
Added 93.51%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
19,620
shares
|
$856,020
0.06% of portfolio
|
Q3 2024
Reduced 75.47%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
19,398
shares
|
$846,334
0.09% of portfolio
|
Q1 2024
Added 0.91%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
19,225
shares
|
$838,786
0.02% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
18,766
shares
|
$818,760
0.06% of portfolio
|
Q4 2025
Reduced 4.51%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
18,592
shares
|
$811,168
0.1% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
18,294
shares
|
$798,167
0.06% of portfolio
|
Q4 2025
Reduced 1.98%
|
|
|
Fortitude Financial, LLC
Spokane, WA |
Oct 10, 2025 Q3 2025 |
18,101
shares
|
$789,746
0.8% of portfolio
|
Q3 2025
Reduced 26.15%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
17,872
shares
|
$779,755
0.02% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Crumly & Associates Inc.
|
Jan 14, 2026 Q4 2025 |
17,838
shares
|
$778,271
0.2% of portfolio
|
Q4 2025
Added 1.58%
|
|
|
Basepoint Wealth LLC
Cedar Rapids, IA |
Nov 13, 2025 Q3 2025 |
17,550
shares
|
$765,706
0.54% of portfolio
|
Q3 2025
Added 8.43%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
17,508
shares
|
$763,874
0.0% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
17,243
shares
|
$752,312
0.21% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Bell Bank
|
Jan 14, 2026 Q4 2025 |
17,042
shares
|
$743,542
0.03% of portfolio
|
Q4 2025
Added 148.5%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
17,000
shares
|
$741,710
0.03% of portfolio
|
Q4 2021
Reduced 15.0%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
17,000
shares
|
$741,710
0.05% of portfolio
|
Q2 2025
Added 70.0%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
16,872
shares
|
$736,125
0.0% of portfolio
|
Q3 2025
Added 119.23%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
16,648
shares
|
$726,352
0.17% of portfolio
|
Q4 2024
Reduced 7.7%
|
|