Safeguard Financial, LLC - FIRST TR MORNINGSTAR DIV LEA ownership

FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 337 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Safeguard Financial, LLC ownership history of FIRST TR MORNINGSTAR DIV LEA
ValueSharesWeighting
Q2 2023$1240.00%
Other shareholders
FIRST TR MORNINGSTAR DIV LEA shareholders Q3 2023
NameSharesValueWeighting ↓
Shamrock Asset Management LLC 672,955$17,261,00010.22%
Jaffetilchin Investment Partners, LLC 591,577$15,174,0004.80%
HAYS ADVISORY LLC 1,065,846$27,339,0003.84%
B. Riley Wealth Management, Inc. 55,812$1,431,0002.14%
Cornerstone Financial Partners, LLC 212,701$5,453,0002.11%
Advisors Preferred, LLC 151,265$3,880,0001.92%
MERITAGE PORTFOLIO MANAGEMENT 535,255$13,729,0001.55%
CHOREO, LLC 128,081$3,285,0000.66%
Allworth Financial LP 205,276$5,265,0000.66%
Prospera Financial Services Inc 92,452$2,371,0000.53%
View complete list of FIRST TR MORNINGSTAR DIV LEA shareholders