Position in MORN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,938,989
+$2,589,164 QoQ
Shares Held
44,475
+72.8% QoQ
Ownership
0.119%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#65
of 419 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MORN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026FIRST TRUST ADVISORS LP holds $542,268,983 across 11 Financial Data & Stock Exchanges names. MORN ranks #11 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBOE |
Cboe Global Markets, Inc.
|
1,100,869 | $267,147,879 | |
| 2 | CME |
Cme Group Inc.
|
318,282 | $70,286,213 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
628,827 | $49,564,144 | |
| 4 | MCO |
Moodys Corp /De/
|
98,335 | $44,537,888 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
283,239 | $34,869,553 | |
| 6 | FDS |
Factset Research Systems Inc
|
103,988 | $23,925,559 | |
| 7 | COIN |
Coinbase Global, Inc.
|
102,575 | $14,995,439 | |
| 8 | MSCI |
MSCI Inc.
|
24,250 | $13,580,970 |
All Filings in MORN
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,938,989 | 44,475 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,349,825 | 25,731 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $13,945,868 | 64,175 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $2,178,573 | 9,390 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $4,520,591 | 14,400 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $20,827,769 | 69,456 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $10,064,409 | 29,886 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $9,000,779 | 28,205 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $9,996,179 | 33,788 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,991,144 | 29,157 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,144,632 | 10,986 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $257,898 | 1,101 | Shares | Sole | 2023-11-13 | |
| 2022-12-31 | $809,613 | 3,738 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,842,752 | 13,389 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $3,307,508 | 13,677 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $21,022,342 | 76,957 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $14,023,641 | 41,006 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $11,812,026 | 45,601 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $12,491,175 | 48,583 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $23,849,739 | 105,980 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $16,223,794 | 70,060 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $8,940,998 | 55,669 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $4,609,578 | 32,699 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $2,756,055 | 23,708 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||