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 Q3 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 Q3 2023
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