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 86.1 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 |
|---|---|---|---|---|---|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
6,565
shares
|
$286,430
0.0% of portfolio
|
Q3 2025
Added 9.42%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2025 Q3 2025 |
6,545
shares
|
$285,558
0.2% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
6,507
shares
|
$283,900
0.03% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
6,402
shares
|
$279,319
0.01% of portfolio
|
Q3 2025
Added 10.34%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
6,395
shares
|
$279,013
0.01% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
6,381
shares
|
$278,403
0.02% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
6,315
shares
|
$275,523
0.04% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 17, 2025 Q3 2025 |
6,311
shares
|
$275,348
0.08% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
6,301
shares
|
$274,912
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
L.M. Kohn & Company
|
Nov 04, 2025 Q3 2025 |
6,275
shares
|
$273,778
0.34% of portfolio
|
Q4 2024
Reduced 13.69%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 12, 2026 Q4 2025 |
6,246
shares
|
$272,512
0.03% of portfolio
|
Q1 2024
Reduced 27.32%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 03, 2025 Q3 2025 |
6,185
shares
|
$269,851
0.21% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
6,113
shares
|
$266,710
0.01% of portfolio
|
Q4 2025
Added 0.41%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
6,055
shares
|
$264,179
0.02% of portfolio
|
Q1 2023
Reduced 6.2%
|
|
|
Columbia Advisory Partners LLC
|
Oct 24, 2025 Q3 2025 |
5,975
shares
|
$260,689
0.21% of portfolio
|
Q3 2025
Added 4.77%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
5,950
shares
|
$259,598
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 14, 2025 Q3 2025 |
5,913
shares
|
$257,984
0.18% of portfolio
|
Q3 2025
Added 10.5%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
5,853
shares
|
$255,366
0.0% of portfolio
|
Q3 2025
Reduced 8.29%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 20, 2025 Q3 2025 |
5,829
shares
|
$254,319
0.12% of portfolio
|
Q3 2025
Reduced 85.05%
|
|
|
Sterling Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
5,800
shares
|
$253,054
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
5,787
shares
|
$252,486
0.04% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
5,704
shares
|
$248,865
0.01% of portfolio
|
Q4 2025
Added 0.48%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
5,605
shares
|
$244,546
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
5,580
shares
|
$243,455
0.0% of portfolio
|
Q3 2025
Added 16.57%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 14, 2025 Q3 2025 |
5,557
shares
|
$242,451
0.08% of portfolio
|
Q3 2025
New holding
|
|