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 |
|---|---|---|---|---|---|
|
Natural Investments, LLC
|
Oct 10, 2025 Q3 2025 |
12,488
shares
|
$544,851
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
12,091
shares
|
$527,530
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
11,922
shares
|
$520,156
0.0% of portfolio
|
Q3 2025
Added 64.35%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
11,580
shares
|
$505,235
0.17% of portfolio
|
Q2 2024
Reduced 1.7%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
11,551
shares
|
$503,970
0.02% of portfolio
|
Q3 2025
Reduced 17.9%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
11,473
shares
|
$500,566
0.17% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
11,316
shares
|
$493,717
0.02% of portfolio
|
Q3 2025
Added 6.2%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
11,289
shares
|
$492,539
0.04% of portfolio
|
Q3 2025
Added 8.95%
|
|
|
Illumine Investment Management, LLC
Poulsbo, WA |
Nov 04, 2025 Q3 2025 |
11,177
shares
|
$487,652
0.35% of portfolio
|
Q3 2025
Reduced 8.47%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
11,173
shares
|
$487,477
0.03% of portfolio
|
Q4 2024
Reduced 11.51%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
11,160
shares
|
$486,910
0.03% of portfolio
|
Q3 2022
Reduced 5.95%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
11,136
shares
|
$485,863
0.11% of portfolio
|
Q3 2025
Added 13.14%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
11,132
shares
|
$485,689
0.05% of portfolio
|
Q4 2023
Reduced 13.85%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
11,009
shares
|
$480,322
0.18% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
10,961
shares
|
$478,228
0.14% of portfolio
|
Q4 2023
Reduced 2.84%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
10,898
shares
|
$475,479
0.04% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
10,861
shares
|
$473,865
0.0% of portfolio
|
Q3 2025
Reduced 13.75%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
10,774
shares
|
$470,069
0.03% of portfolio
|
Q2 2023
Reduced 23.09%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
10,631
shares
|
$463,830
0.0% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Oct 30, 2025 Q3 2025 |
10,605
shares
|
$462,696
0.21% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
10,497
shares
|
$457,984
0.16% of portfolio
|
Q4 2024
Reduced 8.07%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
10,450
shares
|
$455,933
0.03% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
10,311
shares
|
$449,868
0.0% of portfolio
|
Q3 2025
Reduced 22.44%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 29, 2025 Q3 2025 |
10,214
shares
|
$445,636
0.32% of portfolio
|
Q3 2025
Reduced 10.65%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
10,212
shares
|
$445,549
0.01% of portfolio
|
Q3 2025
Added 102.06%
|
|