Independent Advisor Alliance - FIRST TR MORNINGSTAR DIV LEA ownership

FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 138 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Independent Advisor Alliance ownership history of FIRST TR MORNINGSTAR DIV LEA
ValueSharesWeighting
Q3 2023$1,386,299
-4.4%
41,456
-2.8%
0.06%
-1.6%
Q2 2023$1,450,333
+455.7%
42,644
+480.0%
0.06%
+392.3%
Q1 2023$260,996
+9.7%
7,352
+0.8%
0.01%
+30.0%
Q4 2019$238,000
-10.5%
7,291
-21.2%
0.01%
-76.2%
Q1 2017$266,0009,2520.04%
Other shareholders
FIRST TR MORNINGSTAR DIV LEA shareholders Q1 2017
NameSharesValueWeighting ↓
HC Advisors, LLC 279,665$10,471,0006.64%
Southland Equity Partners LLC 391,065$14,641,4726.09%
Key Client Fiduciary Advisors, LLC 154,178$5,772,0004.56%
HFG Advisors, Inc. 82,506$3,089,0003.53%
Fulcrum Equity Management 158,515$5,935,0003.52%
Harvest Investment Services, LLC 100,927$3,778,0002.26%
ICA Group Wealth Management, LLC 297,745$11,502,0002.19%
PROVENCE WEALTH MANAGEMENT GROUP 50,548$1,893,0002.16%
Total Clarity Wealth Management, Inc. 75,761$2,836,0001.56%
Leelyn Smith, LLC 141,278$5,289,0001.38%
View complete list of FIRST TR MORNINGSTAR DIV LEA shareholders