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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
6,402
shares
|
$279,319
0.01% of portfolio
|
Q3 2025
Added 10.34%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
6,395
shares
|
$279,013
0.01% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
6,381
shares
|
$278,403
0.02% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 17, 2025 Q3 2025 |
6,311
shares
|
$275,348
0.08% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
6,301
shares
|
$274,912
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
L.M. Kohn & Company
|
Nov 04, 2025 Q3 2025 |
6,275
shares
|
$273,778
0.34% of portfolio
|
Q4 2024
Reduced 13.69%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 12, 2026 Q4 2025 |
6,246
shares
|
$272,512
0.03% of portfolio
|
Q1 2024
Reduced 27.32%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 03, 2025 Q3 2025 |
6,185
shares
|
$269,851
0.21% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
6,182
shares
|
$269,720
0.01% of portfolio
|
Q4 2025
Added 11.37%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
6,113
shares
|
$266,710
0.01% of portfolio
|
Q4 2025
Added 0.41%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
6,055
shares
|
$264,179
0.02% of portfolio
|
Q1 2023
Reduced 6.2%
|
|
|
Columbia Advisory Partners LLC
|
Oct 24, 2025 Q3 2025 |
5,975
shares
|
$260,689
0.21% of portfolio
|
Q3 2025
Added 4.77%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
5,950
shares
|
$259,598
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 14, 2025 Q3 2025 |
5,913
shares
|
$257,984
0.18% of portfolio
|
Q3 2025
Added 10.5%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Jan 21, 2026 Q4 2025 |
5,895
shares
|
$257,198
0.1% of portfolio
|
Q4 2025
Reduced 24.65%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
5,853
shares
|
$255,366
0.0% of portfolio
|
Q3 2025
Reduced 8.29%
|
|
|
Sterling Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
5,800
shares
|
$253,054
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
5,787
shares
|
$252,486
0.04% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
5,704
shares
|
$248,865
0.01% of portfolio
|
Q4 2025
Added 0.48%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
5,605
shares
|
$244,546
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
5,580
shares
|
$243,455
0.0% of portfolio
|
Q3 2025
Added 16.57%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 14, 2025 Q3 2025 |
5,557
shares
|
$242,451
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Oct 20, 2025 Q3 2025 |
5,533
shares
|
$241,404
0.16% of portfolio
|
Q3 2025
Reduced 18.19%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 14, 2026 Q4 2025 |
5,511
shares
|
$240,444
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
5,509
shares
|
$240,357
0.34% of portfolio
|
Q3 2025
New holding
|
|