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 |
|---|---|---|---|---|---|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
390
shares
|
$17,015
0.01% of portfolio
|
Q1 2023
Reduced 99.75%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
368
shares
|
$16,055
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Oct 10, 2025 Q3 2025 |
368
shares
|
$16,055
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
350
shares
|
$15,270
0.01% of portfolio
|
Q1 2021
Reduced 46.15%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
324
shares
|
$14,136
0.01% of portfolio
|
Q2 2025
Added 3140.0%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
318
shares
|
$13,874
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
283
shares
|
$12,347
0.0% of portfolio
|
Q2 2024
Reduced 67.95%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
275
shares
|
$11,998
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
233
shares
|
$10,165
0.0% of portfolio
|
Q3 2025
Reduced 33.43%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
200
shares
|
$8,726
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
200
shares
|
$8,726
0.0% of portfolio
|
Q3 2018
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
179
shares
|
$7,809
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
175
shares
|
$7,635
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
150
shares
|
$6,544
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
142
shares
|
$6,195
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
140
shares
|
$6,108
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
140
shares
|
$6,108
0.0% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
110
shares
|
$4,799
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jan 14, 2026 Q4 2025 |
107
shares
|
$4,668
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
102
shares
|
$4,450
0.0% of portfolio
|
Q4 2023
Reduced 36.65%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
69
shares
|
$3,010
0.0% of portfolio
|
Q1 2025
Added 3350.0%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
68
shares
|
$2,966
0.0% of portfolio
|
Q1 2025
Reduced 38.18%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
57
shares
|
$2,486
0.0% of portfolio
|
Q3 2024
Reduced 93.17%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
56
shares
|
$2,443
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
43
shares
|
$1,876
0.0% of portfolio
|
Q3 2025
Reduced 85.42%
|
|