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 |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
44,564
shares
|
$1.94 Million
0.0% of portfolio
|
Q3 2025
Added 13.08%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
43,966
shares
|
$1.92 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
43,914
shares
|
$1.92 Million
0.12% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 14, 2026 Q4 2025 |
43,896
shares
|
$1.92 Million
0.84% of portfolio
|
Q4 2025
Reduced 2.79%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
43,599
shares
|
$1.9 Million
0.08% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
43,360
shares
|
$1.89 Million
0.39% of portfolio
|
Q3 2025
Reduced 7.64%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
42,835
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.28%
|
|
|
Ifs Group,Llc
York, PA |
Nov 10, 2025 Q3 2025 |
42,495
shares
|
$1.85 Million
1.64% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
42,370
shares
|
$1.85 Million
0.01% of portfolio
|
Q3 2025
Added 10.09%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
40,446
shares
|
$1.76 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
40,100
shares
|
$1.75 Million
0.04% of portfolio
|
Q3 2025
Added 31.99%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
39,026
shares
|
$1.7 Million
0.07% of portfolio
|
Q3 2025
Added 24.98%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
38,385
shares
|
$1.67 Million
0.01% of portfolio
|
Q3 2025
Added 11.48%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
38,200
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2025
Added 115.82%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
37,739
shares
|
$1.65 Million
7.07% of portfolio
|
Q3 2025
Reduced 42.59%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
37,604
shares
|
$1.64 Million
0.12% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
36,767
shares
|
$1.6 Million
0.42% of portfolio
|
Q3 2025
Reduced 14.4%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
36,581
shares
|
$1.6 Million
0.13% of portfolio
|
Q3 2025
Added 15.74%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
36,450
shares
|
$1.59 Million
0.01% of portfolio
|
Q3 2025
Reduced 54.94%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
36,359
shares
|
$1.59 Million
0.17% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
36,148
shares
|
$1.58 Million
1.07% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
34,960
shares
|
$1.53 Million
0.23% of portfolio
|
Q3 2025
Added 8.46%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
34,236
shares
|
$1.49 Million
0.14% of portfolio
|
Q3 2025
Added 27.56%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 14, 2025 Q3 2025 |
33,875
shares
|
$1.48 Million
0.61% of portfolio
|
Q3 2025
Reduced 5.29%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
33,803
shares
|
$1.47 Million
0.5% of portfolio
|
Q3 2025
Reduced 8.43%
|
|