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 |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
197,078
shares
|
$8.6 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
194,378
shares
|
$8.48 Million
0.34% of portfolio
|
Q3 2025
Added 3430.94%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
184,146
shares
|
$8.03 Million
0.27% of portfolio
|
Q3 2025
Added 4.85%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Jan 14, 2026 Q4 2025 |
183,333
shares
|
$8 Million
5.63% of portfolio
|
Q4 2025
Added 3.22%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
181,673
shares
|
$7.93 Million
3.27% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Del Sette Capital Management, LLC
|
Nov 18, 2025 Q3 2025 |
181,466
shares
|
$7.92 Million
5.24% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
177,316
shares
|
$7.74 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 06, 2025 Q3 2025 |
174,709
shares
|
$7.62 Million
3.24% of portfolio
|
Q3 2025
Reduced 6.18%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
172,737
shares
|
$7.54 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
169,234
shares
|
$7.38 Million
3.92% of portfolio
|
Q2 2024
Reduced 56.95%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
168,449
shares
|
$7.35 Million
0.01% of portfolio
|
Q4 2025
Added 3.41%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
164,560
shares
|
$7.18 Million
0.41% of portfolio
|
Q4 2025
Reduced 1.01%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
160,497
shares
|
$7 Million
0.16% of portfolio
|
Q2 2025
Reduced 18.17%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
157,351
shares
|
$6.87 Million
0.57% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Oct 30, 2025 Q3 2025 |
156,427
shares
|
$6.82 Million
1.06% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
153,104
shares
|
$6.68 Million
0.13% of portfolio
|
Q3 2025
Added 12.24%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
150,491
shares
|
$6.57 Million
2.01% of portfolio
|
Q2 2025
Reduced 68.24%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
149,712
shares
|
$6.53 Million
0.03% of portfolio
|
Q3 2025
Added 18.51%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
149,216
shares
|
$6.51 Million
2.32% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
136,998
shares
|
$5.98 Million
1.14% of portfolio
|
Q4 2025
Added 6.36%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
132,619
shares
|
$5.79 Million
0.29% of portfolio
|
Q3 2025
Added 6.41%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
131,735
shares
|
$5.75 Million
1.24% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
130,580
shares
|
$5.7 Million
0.02% of portfolio
|
Q3 2025
Reduced 13.2%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
126,899
shares
|
$5.54 Million
2.44% of portfolio
|
Q3 2025
Added 13.59%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
125,343
shares
|
$5.47 Million
0.03% of portfolio
|
Q2 2025
Reduced 30.1%
|
|