Weaver Consulting Group - FIRST TR MORNINGSTAR DIV LEA ownership

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FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 349 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

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Quarter-by-quarter ownership
Weaver Consulting Group ownership history of FIRST TR MORNINGSTAR DIV LEA
ValueSharesWeighting
Q3 2023$393,923
-5.7%
11,780
-4.1%
0.18%
-3.3%
Q2 2023$417,643
-9.4%
12,280
-5.4%
0.18%
-12.8%
Q1 2023$460,790
-5.8%
12,980
-3.0%
0.21%
-15.6%
Q4 2022$489,209
+13.8%
13,3810.0%0.25%
+1.2%
Q3 2022$430,000
-8.7%
13,3810.0%0.25%
-6.1%
Q2 2022$471,000
-6.0%
13,3810.0%0.26%
+8.2%
Q1 2022$501,000
+3.7%
13,381
-1.5%
0.24%
+4.3%
Q4 2021$483,000
+8.5%
13,5810.0%0.23%
-3.7%
Q3 2021$445,000
-1.3%
13,5810.0%0.24%
-4.7%
Q2 2021$451,000
+1.6%
13,5810.0%0.25%
-7.0%
Q1 2021$444,000
+10.4%
13,5810.0%0.27%
+8.8%
Q4 2020$402,000
+1.3%
13,581
-10.9%
0.25%
+9.6%
Q3 2020$397,000
-7.9%
15,242
-10.4%
0.23%
-8.8%
Q2 2020$431,000
-7.9%
17,002
-18.8%
0.25%
-17.7%
Q1 2020$468,000
-81.2%
20,945
-73.9%
0.30%
-77.2%
Q4 2019$2,494,000
-0.8%
80,3370.0%1.34%
+0.3%
Q3 2019$2,513,000
+2.9%
80,337
+0.8%
1.33%0.0%
Q2 2019$2,441,000
+1.9%
79,664
+0.3%
1.33%
+96.9%
Q1 2019$2,395,000–79,399–0.68%–
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Other shareholders
FIRST TR MORNINGSTAR DIV LEA shareholders Q4 2022
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