Who Owns First Trust Morningstar ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in First Trust Morningstar ETF.
Who crossed 5% of FDL →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Investors Research CorpSHS160.3K shadded | $7.9M |
| Farther Finance Advisors, LLCETF141.8K shadded | $7M |
| Wisconsin Wealth Advisors, LLCSHS96.2K shadded | $4.7M |
| Avidian Wealth Enterprises, LLCSHS51.3K shtrimmed | $2.5M |
| Balefire, LLCSHS43.1K shtrimmed | $2.1M |
| First Heartland Consultants, Inc.MORNINGSTAR DIV LEA SHS27K shtrimmed | $1.3M |
| RFG - Bristol Wealth Advisors, LLCSHS21K shadded | $1M |
| Crumly & Associates Inc.SHS19.5K shtrimmed | $958.8K |
| CoreCap Advisors, LLCETF13.9K shtrimmed | $684.2K |
| Weaver Consulting GroupSHS13.8K shheld | $676.3K |
| Sound Income Strategies, LLCSHS8.8K shtrimmed | $440.7K |
| TrueWealth Advisors, LLCSHS8.3K shadded | $409.5K |
| Heartwood Wealth Advisors LLCETF6.9K shheld | $338.9K |
| PUFF WEALTH MANAGEMENT, LLCSHS4.7K shtrimmed | $231.7K |
| GAMMA Investing LLCETF2.2K shheld | $110.3K |
| Trust CoETF586 sh— | $28.8K |
| Bullock Wealth Management GroupETF295 sh— | $14.5K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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