FDL — FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND

Ownership history in Root Financial Partners, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Root Financial Partners, LLC reported a position in FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND (FDL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 175 — — 0.00% $8K $42.88
% of Fund (quarterly)    FDL price (monthly, adj. close)

Other funds also holding FDL

As of 2025 Q4 — sorted by position size

Rockport Wealth LLC 13.9% HC Advisors, LLC 3Y 9.24% Del-Sette Capital Management, LLC 3Y 7.34% Randall & Associates Wealth Management 5.63% Southland Equity Partners LLC 4.43% HFG Advisors, Inc. 3Y 3.86% Csenge Advisory Group 3Y 7Y 3.79% TRUE Private Wealth Advisors 3Y 7Y 3.29% BlueChip Wealth Advisors LLC 3.25% Next Level Private LLC 3Y 2.93%
← Back to Root Financial Partners, LLC Holdings