Ergawealth 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 2 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Ergawealth Advisors, Inc. ownership history of FIRST TR MORNINGSTAR DIV LEA
ValueSharesWeighting
Q3 2023$4,545,409
-28.9%
135,927
-27.6%
3.14%
-28.4%
Q2 2023$6,389,402
+3.6%
187,868
+8.1%
4.38%
-12.8%
Q1 2023$6,167,912
+48.7%
173,744
+53.1%
5.02%
+33.7%
Q4 2022$4,149,023113,4853.76%
Other shareholders
FIRST TR MORNINGSTAR DIV LEA shareholders Q4 2023
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