Mattern Wealth Management LLC - FIRST TR MORNINGSTAR DIV LEA ownership

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 Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Mattern Wealth Management LLC ownership history of FIRST TR MORNINGSTAR DIV LEA
ValueSharesWeighting
Q3 2023$666,727
-86.0%
19,938
-85.8%
0.20%
-86.0%
Q2 2023$4,769,256
+8.5%
140,231
+13.2%
1.39%
-4.3%
Q1 2023$4,395,894123,8281.46%
Other shareholders
FIRST TR MORNINGSTAR DIV LEA shareholders Q1 2023
NameSharesValueWeighting ↓
HC Advisors, LLC 306,438$10,897,0006.69%
HFG Advisors, Inc. 148,608$5,284,0005.95%
Southland Equity Partners LLC 381,647$13,571,3625.57%
Key Client Fiduciary Advisors, LLC 130,852$4,653,0003.84%
SHEPHERD KAPLAN KROCHUK, LLC 187,255$6,659,0002.40%
PROVENCE WEALTH MANAGEMENT GROUP 44,809$1,593,0001.80%
Harvest Investment Services, LLC 102,294$3,637,0001.53%
Total Clarity Wealth Management, Inc. 85,828$3,052,0001.39%
Leelyn Smith, LLC 135,992$4,836,0001.29%
Quad-Cities Investment Group, LLC 54,284$1,930,0001.20%
View complete list of FIRST TR MORNINGSTAR DIV LEA shareholders