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 |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
5,551
shares
|
$242,190
0.01% of portfolio
|
Q3 2025
Added 5.98%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Oct 20, 2025 Q3 2025 |
5,533
shares
|
$241,404
0.16% of portfolio
|
Q3 2025
Reduced 18.19%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 14, 2026 Q4 2025 |
5,511
shares
|
$240,444
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
5,509
shares
|
$240,357
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
5,342
shares
|
$233,071
0.01% of portfolio
|
Q3 2025
Reduced 7.98%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
5,319
shares
|
$232,067
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Oct 28, 2025 Q3 2025 |
5,275
shares
|
$230,148
0.17% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Oct 23, 2025 Q3 2025 |
5,267
shares
|
$229,799
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Old Port Advisors
|
Jan 08, 2026 Q4 2025 |
5,144
shares
|
$224,432
0.06% of portfolio
|
Q2 2025
Reduced 16.97%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
5,138
shares
|
$224,170
0.01% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
5,102
shares
|
$222,600
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
5,073
shares
|
$221,334
0.01% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
5,000
shares
|
$218,150
0.03% of portfolio
|
Q2 2025
Reduced 30.16%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
4,892
shares
|
$213,437
0.07% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
4,837
shares
|
$211,038
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Salzhauer Michael
|
Oct 20, 2025 Q3 2025 |
4,753
shares
|
$207,373
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
4,662
shares
|
$203,403
0.04% of portfolio
|
Q3 2025
Reduced 16.06%
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
4,628
shares
|
$201,919
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
4,617
shares
|
$201,439
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
4,098
shares
|
$178,795
0.09% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
4,060
shares
|
$177,137
0.14% of portfolio
|
Q2 2021
New holding
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
3,907
shares
|
$170,462
0.06% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
3,680
shares
|
$160,558
0.01% of portfolio
|
Q4 2025
Added 0.19%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
3,550
shares
|
$154,886
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
3,318
shares
|
$144,764
0.06% of portfolio
|
Q3 2025
Added 0.85%
|
|