KMG FIDUCIARY PARTNERS, LLC - FIRST TR MORNINGSTAR DIV LEA ownership

FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 215 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
KMG FIDUCIARY PARTNERS, LLC ownership history of FIRST TR MORNINGSTAR DIV LEA
ValueSharesWeighting
Q3 2023$693,746
-5.9%
20,746
-4.3%
0.09%
-3.2%
Q2 2023$737,371
-21.8%
21,681
-18.4%
0.10%
-29.6%
Q1 2023$943,377
-9.4%
26,574
-6.7%
0.14%
-21.1%
Q4 2022$1,041,656
+9.3%
28,492
-3.9%
0.17%
-6.6%
Q3 2022$953,000
-43.4%
29,655
-38.0%
0.18%
-41.7%
Q2 2022$1,685,000
-15.2%
47,856
-9.8%
0.31%
-1.3%
Q1 2022$1,986,000
-5.2%
53,033
-10.0%
0.32%
-1.9%
Q4 2021$2,094,000
+2.1%
58,895
-5.9%
0.32%
-7.2%
Q3 2021$2,050,000
-14.8%
62,574
-13.7%
0.35%
-17.9%
Q2 2021$2,406,000
+0.5%
72,526
-0.8%
0.42%
-9.0%
Q1 2021$2,393,000
+5.5%
73,142
-5.0%
0.47%
-2.3%
Q4 2020$2,268,000
+6.2%
76,997
-6.1%
0.48%
-10.0%
Q3 2020$2,136,000
-13.2%
81,971
-15.5%
0.53%
-22.3%
Q2 2020$2,460,000
-2.5%
97,007
-14.1%
0.68%
-16.6%
Q1 2020$2,522,000
-49.4%
112,928
-26.1%
0.82%
-46.0%
Q4 2019$4,981,000
+7.1%
152,896
+2.0%
1.52%
-3.9%
Q3 2019$4,652,000
+4.5%
149,882
+3.1%
1.58%
-1.9%
Q2 2019$4,453,000
+4.0%
145,331
+2.3%
1.61%
-1.0%
Q1 2019$4,283,000
+15.6%
142,006
+4.4%
1.63%
-3.5%
Q4 2018$3,706,000136,0441.68%
Other shareholders
FIRST TR MORNINGSTAR DIV LEA shareholders Q4 2021
NameSharesValueWeighting ↓
Sterling Manor Financial, LLC 322,385$10,358,00012.84%
J Arnold Wealth Management Co 598,591$19,233,00010.84%
Fortune 45 LLC 287,978$9,253,00010.74%
Spectrum Wealth Advisory Group, LLC 243,803$7,833,0009.84%
Southland Equity Partners LLC 399,212$12,826,6746.30%
HC Advisors, LLC 277,812$8,926,0006.15%
Key Client Fiduciary Advisors, LLC 161,412$5,186,0004.69%
Summit Financial Wealth Advisors, LLC 396,699$14,170,0004.07%
Harvest Investment Services, LLC 100,907$3,242,0003.97%
HFG Advisors, Inc. 84,556$2,717,0003.77%
View complete list of FIRST TR MORNINGSTAR DIV LEA shareholders