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 |
|---|---|---|---|---|---|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 05, 2025 Q3 2025 |
77,808
shares
|
$3.39 Million
1.57% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
77,407
shares
|
$3.38 Million
0.05% of portfolio
|
Q2 2024
Added 1.93%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
76,482
shares
|
$3.34 Million
1.19% of portfolio
|
Q3 2024
Added 8.06%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
75,445
shares
|
$3.29 Million
0.56% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
75,161
shares
|
$3.28 Million
0.29% of portfolio
|
Q3 2025
Reduced 11.06%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
75,125
shares
|
$3.28 Million
0.3% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
74,742
shares
|
$3.26 Million
0.92% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 12, 2026 Q4 2025 |
74,717
shares
|
$3.26 Million
0.75% of portfolio
|
Q4 2025
Reduced 0.8%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Oct 31, 2025 Q3 2025 |
74,329
shares
|
$3.24 Million
2.46% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
74,237
shares
|
$3.24 Million
0.02% of portfolio
|
Q4 2025
Reduced 0.57%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
73,133
shares
|
$3.19 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
72,720
shares
|
$3.17 Million
0.1% of portfolio
|
Q3 2025
Added 56.42%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 10, 2025 Q3 2025 |
72,626
shares
|
$3.17 Million
1.88% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
71,741
shares
|
$3.13 Million
0.07% of portfolio
|
Q3 2024
Added 18.7%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
68,987
shares
|
$3.01 Million
0.06% of portfolio
|
Q3 2025
Added 160.63%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
67,470
shares
|
$2.94 Million
0.99% of portfolio
|
Q4 2022
Reduced 97.26%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
67,401
shares
|
$2.94 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
66,988
shares
|
$2.92 Million
0.01% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
66,837
shares
|
$2.92 Million
0.05% of portfolio
|
Q3 2025
Added 69.87%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
66,544
shares
|
$2.9 Million
0.15% of portfolio
|
Q3 2025
Added 8.0%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
66,247
shares
|
$2.89 Million
0.03% of portfolio
|
Q3 2025
Added 10.8%
|
|
|
Forge Financial Services LLC
Edmond, OK |
Nov 10, 2025 Q3 2025 |
64,743
shares
|
$2.82 Million
1.32% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
64,601
shares
|
$2.82 Million
1.48% of portfolio
|
Q4 2022
Reduced 3.0%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 27, 2025 Q3 2025 |
63,714
shares
|
$2.78 Million
1.36% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
62,549
shares
|
$2.73 Million
0.05% of portfolio
|
Q3 2025
Added 10.16%
|
|