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 476 institutions that hold shares in the stock, with a total of 86 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 |
|---|---|---|---|---|---|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
926
shares
|
$40,401
0.01% of portfolio
|
Q4 2022
Reduced 6.93%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
925
shares
|
$40,357
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
910
shares
|
$39,703
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
900
shares
|
$39,267
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
898
shares
|
$39,179
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
863
shares
|
$37,652
0.0% of portfolio
|
Q3 2025
Reduced 40.56%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
855
shares
|
$37,303
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
769
shares
|
$33,551
0.0% of portfolio
|
Q2 2024
Added 1.18%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
750
shares
|
$32,722
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
721
shares
|
$31,457
0.02% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
691
shares
|
$30,148
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Jan 21, 2026 Q4 2025 |
668
shares
|
$29,144
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
637
shares
|
$27,792
0.02% of portfolio
|
Q4 2024
Added 24.66%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
600
shares
|
$26,178
0.01% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
475
shares
|
$20,724
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
435
shares
|
$18,979
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
407
shares
|
$17,757
0.0% of portfolio
|
Q2 2025
Reduced 26.93%
|
|
|
Global Trust Asset Management, LLC
|
Jan 20, 2026 Q4 2025 |
400
shares
|
$17,452
0.01% of portfolio
|
Q2 2025
Reduced 60.0%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
400
shares
|
$17,452
0.01% of portfolio
|
Q3 2024
Reduced 27.27%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
390
shares
|
$17,015
0.01% of portfolio
|
Q1 2023
Reduced 99.75%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Jan 20, 2026 Q4 2025 |
368
shares
|
$16,055
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
368
shares
|
$16,055
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
350
shares
|
$15,270
0.01% of portfolio
|
Q1 2021
Reduced 46.15%
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
332
shares
|
$14,485
0.0% of portfolio
|
Q4 2025
Reduced 33.73%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
324
shares
|
$14,136
0.01% of portfolio
|
Q2 2025
Added 3140.0%
|
|