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 234 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q1 2022
NameSharesValueWeighting ↓
Spectrum Wealth Advisory Group, LLC 259,140$8,665,62611.99%
Alpha Omega Group, Inc. 168,882$5,647,41410.70%
Sterling Manor Financial, LLC 341,544$11,421,22710.34%
Kowal Investment Group, LLC 1,080,205$36,122,0569.75%
AIFG Consultants Ltd. 334,571$11,188,0689.28%
Summit Financial Wealth Advisors, LLC 752,103$24,856,9966.10%
HC Advisors, LLC 305,121$10,203,2466.06%
Southland Equity Partners LLC 407,741$13,634,8654.69%
HFG Advisors, Inc. 119,163$3,984,8144.36%
TRUE Private Wealth Advisors 892,276$29,837,7254.14%
View complete list of FIRST TR MORNINGSTAR DIV LEA shareholders