Crumly & Associates Inc. - FIRST TR MORNINGSTAR DIV LEA ownership

FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 337 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Crumly & Associates Inc. ownership history of FIRST TR MORNINGSTAR DIV LEA
ValueSharesWeighting
Q3 2023$4,619,402
+1.5%
138,140
+3.2%
1.81%
-0.5%
Q2 2023$4,552,102
+66.0%
133,846
+73.3%
1.82%
+53.1%
Q1 2023$2,741,985
-0.6%
77,239
+2.4%
1.19%
+14.4%
Q4 2022$2,758,85475,4611.04%
Other shareholders
FIRST TR MORNINGSTAR DIV LEA shareholders Q2 2023
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