Clear Perspectives Financial Planning, 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
Clear Perspectives Financial Planning, LLC ownership history of FIRST TR MORNINGSTAR DIV LEA
ValueSharesWeighting
Q1 2023$13,845
-99.8%
390
-99.8%
0.01%
-99.7%
Q4 2022$5,738,531
+30.7%
156,962
+14.9%
3.05%
+41.6%
Q3 2022$4,390,000
+269.5%
136,640
+305.0%
2.15%
+365.0%
Q2 2022$1,188,00033,7400.46%
Other shareholders
FIRST TR MORNINGSTAR DIV LEA shareholders Q1 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