PCG Wealth Advisors, 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 Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
PCG Wealth Advisors, LLC ownership history of FIRST TR MORNINGSTAR DIV LEA
ValueSharesWeighting
Q3 2023$5,372,892
-10.5%
160,673
-8.9%
3.52%
-5.4%
Q2 2023$6,000,074
+2.9%
176,421
+7.4%
3.73%
+1.1%
Q1 2023$5,829,435
+101.7%
164,204
+107.7%
3.68%
+101.4%
Q4 2022$2,889,72679,0401.83%
Other shareholders
FIRST TR MORNINGSTAR DIV LEA shareholders Q4 2022
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