Herold Advisors, Inc. - FIRST TR MORNINGSTAR DIV LEA ownership

FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 203 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Herold Advisors, Inc. ownership history of FIRST TR MORNINGSTAR DIV LEA
ValueSharesWeighting
Q3 2023$422,217
-7.2%
12,626
-5.6%
0.13%
-7.9%
Q2 2023$454,816
-99.5%
13,373
+424.4%
0.14%
+308.8%
Q1 2022$95,472,000
+130683.6%
2,550
+13.3%
0.03%
+21.4%
Q3 2021$73,0002,2500.03%
Other shareholders
FIRST TR MORNINGSTAR DIV LEA shareholders Q3 2021
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