FDIV EA SERIES TRUST
FollowMARK FO DIVI ETF (fund)
13 managers (13 13F filers) reported a position in FDIV shares at 2025-09-30, 2,360,406 shares in all. 5 filers opened a position and 3 filers sold out during the quarter.
- Managers
- 13
- 13F filers
- 13
- New
- 5
- Added
- 6
- Reduced
- 2
- Sold out
- 3
- Shares held by filers
- 2,360,406
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| San Luis Wealth Advisors LLC | 1,537,187 | $41.3M | 7.44% | -286,853 | 13F-HR/ATimeline |
| Arrowroot Family Office, LLC | 281,959 | $7.57M | 3.02% | +3,048 | 13F-HRTimeline |
| Empire Financial Management Company, LLC | 187,345 | $5.03M | 1.15% | +7,698 | 13F-HRTimeline |
| Andina Capital Management, LLC | 114,082 | $3.06M | 1.73% | +9,858 | 13F-HRTimeline |
| NorthRock Partners, LLC | 108,246 | $2.91M | 0.05% | +8,450 | 13F-HRTimeline |
| Avestar Capital, LLC | 59,606 | $1.6M | 0.11% | -8,094 | 13F-HRTimeline |
| OLD MISSION CAPITAL LLC | 40,888 | $1.1M | 0.04% | new | 13F-HRTimeline |
| MONEY CONCEPTS CAPITAL CORP | 30,575 | $821K | 0.05% | +6,240 | 13F-HRTimeline |
| IFP Advisors, Inc | 244 | $6.55K | <0.01% | new | 13F-HR/ATimeline |
| Ritter Daniher Financial Advisory LLC /… | 137 | $3.68K | <0.01% | new | 13F-HRTimeline |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 82 | $2.2K | <0.01% | new | 13F-HR/ATimelineGroup |
| UBS Group AGin group UBS Group AG | 37 | $994 | <0.01% | +33 | 13F-HRTimelineGroup |
| CoreCap Advisors, LLC | 18 | $484 | <0.01% | new | 13F-HRTimeline |