FIRST TR MORNINGSTAR DIVID L

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FDL·336917109·US·ETF

FDL (FIRST TR MORNINGSTAR DIVID L) is held by 90 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($775M), MORGAN STANLEY ($432.8M), AMERIPRISE FINANCIAL INC ($276.5M). Net institutional sentiment: Mixed. In Q2 2026, 1 member of Congress and 55 funds bought FDL.

90

Holders

(10 Elite)

$3.3B

Total Value

62% (89)

Consensus

55 buying - 34 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)27

Insider (Form 4)41

Activist (13D/13G)60

Congressional (STOCK Act)74

Holder Quality

59

★★★★★

Elite

51

★★★★

Strong

67

★★★

Solid

25

★★

Below

20

★

Weak

Held by 90 funds

10 elite

Who's Trading

Source dates: Price Oct 9, 2026 · Insiders none · Activists none · Congress Aug 20, 2024

CongressScott FranklinBuy $50,001 - $100,000Aug 7, 2024

CongressScott FranklinBuy $1,001 - $15,000Aug 2, 2024

View all congressional trades

Top Holders

Top Holders (90)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	15.9M(+11.7%)	$775M	0.2%	+37.10%	42
MORGAN STANLEY	Decreased	8.9M(-0.5%)	$432.8M	0.0%	+36.69%	0
AMERIPRISE FINANCIAL INC	Increased	5.6M(+8.0%)	$276.5M	0.1%	+28.30%	33
RAYMOND JAMES FINANCIAL INC	Increased	5.1M(+1.4%)	$247.4M	0.1%	+26.81%	31
WELLS FARGO & COMPANY/MN	Increased	3.2M(+3.0%)	$157.8M	0.0%	+52.12%	31
BANK OF AMERICA CORP /DE/	Increased	2.6M(+1.4%)	$125.4M	0.0%	+29.26%	30
Cetera Investment Advisers	Increased	2.6M(+4.6%)	$124.1M	0.1%	+35.67%	38
ROYAL BANK OF CANADA	Decreased	2.5M(-0.2%)	$120.4M	0.0%	+27.74%	0
UBS Group AG	Increased	2.5M(+3.4%)	$120.1M	0.0%	+36.75%	31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	2.3M(+16.0%)	$109.8M	0.1%	+39.86%	35
JONES FINANCIAL COMPANIES LLLP	Increased	1.7M(+20.1%)	$85M	0.0%	+14.32%	35
OSAIC HOLDINGS, INC.	Increased	1.7M(+16.4%)	$84.3M	0.1%	+46.73%	34
ENVESTNET ASSET MANAGEMENT INC	Increased	1.5M(+7.3%)	$74.2M	0.0%	+46.93%	32
STIFEL FINANCIAL CORP	Decreased	1.2M(-1.8%)	$59.1M	0.0%	+48.30%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	997,443(+9.0%)	$48.5M	0.1%	+49.20%	32
Private Advisor Group, LLC	Decreased	969,772(-20.5%)	$47.2M	0.2%	+36.37%	0
TRUIST FINANCIAL CORP	Increased	904,402(+19.8%)	$44M	0.1%	+43.84%	35
Kestra Advisory Services, LLC	Increased	725,028(+4.1%)	$35.3M	0.1%	+25.36%	36
Baird Financial Group, Inc.	Decreased	581,274(-2.1%)	$28.3M	0.0%	+18.50%	0
BNP PARIBAS FINANCIAL MARKETS	Decreased	543,349(-52.7%)	$26.4M	0.0%	+4.23%	0

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FDLFIRST TR MORNINGSTAR DIVID L

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer