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 |
|---|---|---|---|---|---|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
9,995
shares
|
$436,081
0.07% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
9,985
shares
|
$435,645
0.07% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
9,846
shares
|
$429,580
0.08% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
9,504
shares
|
$414,659
0.17% of portfolio
|
Q1 2023
Reduced 8.62%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
9,368
shares
|
$408,725
0.04% of portfolio
|
Q4 2023
Reduced 0.78%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 14, 2025 Q3 2025 |
9,288
shares
|
$405,235
0.71% of portfolio
|
Q3 2025
Reduced 6.85%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
9,281
shares
|
$404,930
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
9,273
shares
|
$404,580
0.01% of portfolio
|
Q4 2025
Added 0.53%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
9,265
shares
|
$404,231
0.01% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
9,241
shares
|
$403,184
0.0% of portfolio
|
Q3 2025
Reduced 15.06%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
9,213
shares
|
$401,963
0.0% of portfolio
|
Q4 2025
Added 86.95%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Oct 14, 2025 Q3 2025 |
9,063
shares
|
$395,418
0.27% of portfolio
|
Q2 2025
Added 553.42%
|
|
|
Oldfather Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
9,008
shares
|
$393,019
0.12% of portfolio
|
Q3 2025
Added 4.31%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
8,830
shares
|
$385,252
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
8,800
shares
|
$383,944
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
8,800
shares
|
$383,944
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
8,745
shares
|
$381,544
0.14% of portfolio
|
Q3 2025
Reduced 30.39%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
8,688
shares
|
$379,057
0.14% of portfolio
|
Q3 2025
Added 44.94%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
8,645
shares
|
$377,181
0.0% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Clarus Group, Inc.
|
Nov 03, 2025 Q3 2025 |
8,579
shares
|
$374,301
0.14% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
8,400
shares
|
$366,492
0.21% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
8,316
shares
|
$362,827
0.04% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
8,287
shares
|
$361,561
0.13% of portfolio
|
Q3 2025
Reduced 16.54%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 27, 2025 Q3 2025 |
8,088
shares
|
$352,879
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 14, 2025 Q3 2025 |
8,030
shares
|
$350,348
0.04% of portfolio
|
Q2 2025
Added 1.52%
|
|