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 479 institutions that hold shares in the stock, with a total of 86.2 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
16,388
shares
|
$715,008
0.03% of portfolio
|
Q4 2025
Reduced 24.99%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
16,142
shares
|
$704,275
0.03% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
16,062
shares
|
$700,785
0.0% of portfolio
|
Q3 2025
Added 55.13%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
16,041
shares
|
$699,868
0.06% of portfolio
|
Q3 2025
Reduced 8.63%
|
|
|
Finward Bancorp
Munster, IN |
Nov 14, 2025 Q3 2025 |
15,906
shares
|
$693,978
0.52% of portfolio
|
Q3 2025
Reduced 29.36%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
15,755
shares
|
$687,390
0.05% of portfolio
|
Q3 2025
Added 15.81%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
15,696
shares
|
$684,816
0.01% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
15,681
shares
|
$684,162
0.38% of portfolio
|
Q1 2023
Added 1.79%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
15,278
shares
|
$666,579
0.02% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
15,196
shares
|
$663,001
0.0% of portfolio
|
Q3 2025
Added 48.7%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
14,551
shares
|
$634,860
0.06% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
14,339
shares
|
$625,610
0.3% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
14,147
shares
|
$617,233
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Moseley Investment Management Inc
|
Oct 27, 2025 Q3 2025 |
13,714
shares
|
$598,341
0.19% of portfolio
|
Q3 2025
Added 8.15%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
13,595
shares
|
$593,149
0.43% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
1776 Wealth LLC
|
Nov 06, 2025 Q3 2025 |
13,583
shares
|
$592,626
0.24% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
13,554
shares
|
$591,361
0.05% of portfolio
|
Q4 2025
Reduced 0.34%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
13,358
shares
|
$582,809
0.01% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
13,284
shares
|
$579,580
0.18% of portfolio
|
Q3 2025
Reduced 6.99%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
13,018
shares
|
$567,975
0.03% of portfolio
|
Q3 2025
Added 4.48%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
12,734
shares
|
$555,584
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
12,673
shares
|
$552,922
0.22% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
12,626
shares
|
$550,872
0.01% of portfolio
|
Q3 2025
Added 6.03%
|
|