ARWA LLC’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

ARWA LLC’s Portfolio FDL Stock Details FDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.25M	Buy	+44,684	New	+$2.3M	0.83%	26

Other funds holding FDL

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return

Center for Wealth Management Advisory Milford, Ohio $161M AUM 25.38% 1-Year Est. Return

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Next Level Private Harrison, New York $520M AUM 19.06% 1-Year Est. Return

Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return

ARWA LLC's FDL Position: Q3 2026 in Review

ARWA LLC opened a new position in First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2026: 44,684 shares worth $2.25M. The stake represents 0.83% of the portfolio and ranks #26 among its holdings.

136 funds tracked by Wall St. Rank hold FDL as of Q3 2026.

ARWA LLC held 44,684 shares of First Trust Morningstar Dividend Leaders Index Fund worth $2.25M as of Q3 2026.
First Trust Morningstar Dividend Leaders Index Fund was a new ARWA LLC position in Q3 2026.
First Trust Morningstar Dividend Leaders Index Fund made up 0.83% of ARWA LLC's portfolio in Q3 2026, its #26 holding.
136 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2026.

Based on ARWA LLC's 13F filing for Q3 2026, filed 21 Oct 2026.