First Pacific Financial
FDL icon

First Pacific Financial’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

First Pacific Financial’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 		$20.4K Buy
+415
New +$21.4K ﹤0.01% 338

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IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
BFA
Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
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First Pacific Financial's FDL Position: Q3 2026 in Review

First Pacific Financial opened a new position in First Trust Morningstar Dividend Leaders Index Fund (FDL) in Q3 2026: 415 shares worth $20.4K. The stake represents ﹤0.01% of the portfolio and ranks #338 among its holdings.

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

  • First Pacific Financial held 415 shares of First Trust Morningstar Dividend Leaders Index Fund worth $20.4K as of Q3 2026.
  • First Trust Morningstar Dividend Leaders Index Fund was a new First Pacific Financial position in Q3 2026.
  • First Trust Morningstar Dividend Leaders Index Fund made up ﹤0.01% of First Pacific Financial's portfolio in Q3 2026, its #338 holding.
  • 77 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.