HBK Sorce Advisory LLC - FIRST TR MORNINGSTAR DIV LEA ownership

FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 203 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
HBK Sorce Advisory LLC ownership history of FIRST TR MORNINGSTAR DIV LEA
ValueSharesWeighting
Q4 2022$369
-99.9%
10,082
+31.4%
0.01%
-41.2%
Q3 2022$247,000
-8.5%
7,674
+0.1%
0.02%
-15.0%
Q2 2022$270,000
+5.1%
7,667
+11.6%
0.02%
+42.9%
Q1 2022$257,000
+5.3%
6,873
+0.1%
0.01%
+16.7%
Q4 2021$244,000
+9.4%
6,867
+1.0%
0.01%0.0%
Q3 2021$223,000
+2.3%
6,800
+3.4%
0.01%0.0%
Q2 2021$218,000
+1.4%
6,578
+0.1%
0.01%
-7.7%
Q1 2021$215,0006,5690.01%
Other shareholders
FIRST TR MORNINGSTAR DIV LEA shareholders Q3 2021
NameSharesValueWeighting ↓
Sterling Manor Financial, LLC 317,149$11,170,00013.68%
Spectrum Wealth Advisory Group, LLC 244,066$8,596,0009.58%
HC Advisors, LLC 283,692$9,992,0007.12%
Southland Equity Partners LLC 396,146$13,952,2616.37%
Key Client Fiduciary Advisors, LLC 160,318$5,646,0005.50%
HFG Advisors, Inc. 82,380$2,901,0003.92%
Pacific Wealth Management 92,436$3,256,0003.59%
Harvest Investment Services, LLC 103,358$3,640,0002.79%
Teamwork Financial Advisors, LLC 360,687$12,703,0002.77%
Fulcrum Equity Management 86,161$3,035,0002.45%
View complete list of FIRST TR MORNINGSTAR DIV LEA shareholders