Core Wealth Partners LLC - FIRST TR MORNINGSTAR DIV LEA ownership

FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 340 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Core Wealth Partners LLC ownership history of FIRST TR MORNINGSTAR DIV LEA
ValueSharesWeighting
Q1 2024$236,501
+15.0%
6,146
+7.2%
0.18%
+5.9%
Q4 2023$205,6345,7310.17%
Other shareholders
FIRST TR MORNINGSTAR DIV LEA shareholders Q2 2024
NameSharesValueWeighting ↓
Peak Capital Management LLC 203,752$5,752,0004.46%
Jaffetilchin Investment Partners, LLC 604,423$17,063,0003.82%
JFS WEALTH ADVISORS, LLC 426,074$12,028,0003.17%
Quad-Cities Investment Group, LLC 51,745$1,459,0001.87%
Family Legacy, Inc. 66,818$1,886,0001.74%
Keystone Financial Group 95,814$2,709,0001.50%
United Bank 56,381$1,592,0001.45%
XML SECURITIES, LLC 34,812$983,0001.22%
CENTAURUS FINANCIAL, INC. 161,934$4,571,0001.07%
NORTHWEST WEALTH MANAGEMENT, LLC 45,342$1,280,0000.95%
View complete list of FIRST TR MORNINGSTAR DIV LEA shareholders