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 |
|---|---|---|---|---|---|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
7,988
shares
|
$348,516
0.24% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
7,826
shares
|
$341,448
0.09% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Nov 13, 2025 Q3 2025 |
7,824
shares
|
$341,361
0.13% of portfolio
|
Q3 2025
Added 14.29%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
7,677
shares
|
$334,947
0.05% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
United Bank
|
Nov 12, 2025 Q3 2025 |
7,665
shares
|
$334,423
0.12% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
7,564
shares
|
$330,017
0.03% of portfolio
|
Q3 2025
Added 933.33%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
7,554
shares
|
$329,581
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 07, 2026 Q4 2025 |
7,550
shares
|
$329,406
0.07% of portfolio
|
Q1 2022
New holding
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
7,540
shares
|
$328,970
0.17% of portfolio
|
Q2 2024
Reduced 8.16%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2025 Q3 2025 |
7,540
shares
|
$328,970
0.23% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
7,464
shares
|
$325,654
0.18% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
7,368
shares
|
$321,465
0.0% of portfolio
|
Q3 2025
Reduced 30.77%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
7,303
shares
|
$318,629
0.02% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
7,260
shares
|
$316,753
0.02% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
7,242
shares
|
$315,968
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Mattern Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
7,164
shares
|
$312,565
0.07% of portfolio
|
Q3 2025
Reduced 15.21%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Nov 06, 2025 Q3 2025 |
7,156
shares
|
$312,216
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
7,005
shares
|
$305,628
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
6,935
shares
|
$302,574
0.01% of portfolio
|
Q3 2025
Added 12.07%
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
6,925
shares
|
$302,137
0.08% of portfolio
|
Q4 2025
Added 0.39%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
6,876
shares
|
$299,999
0.06% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
6,872
shares
|
$299,825
0.02% of portfolio
|
Q3 2025
Reduced 78.63%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Jan 07, 2026 Q4 2025 |
6,852
shares
|
$298,952
0.4% of portfolio
|
Q4 2025
Reduced 2.45%
|
|
|
Financial Advisors Network, Inc.
|
Nov 14, 2025 Q3 2025 |
6,683
shares
|
$291,579
0.04% of portfolio
|
Q1 2025
Reduced 7.51%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
6,663
shares
|
$290,706
0.05% of portfolio
|
Q3 2025
Added 17.58%
|
|