FDL — FIRST TR MORNINGSTAR DIVID L

Ownership history in EWG Elevate Inc.  ·  3 quarters on record

This page tracks every 13F SEC filing in which EWG Elevate Inc. reported a position in FIRST TR MORNINGSTAR DIVID L (FDL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.02% (2025 Q3)
Avg. % of fund
1.31%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 149,216 +1,522 +1.0% 2.02% $6.5M $42.88
2025 Q2 ADDED 147,694 +147,670 +615291.7% 1.91% $6.2M $40.96
2022 Q4 INITIATED 24 — — 0.00% $877 —
% of Fund (quarterly)    FDL price (monthly, adj. close)

Other funds also holding FDL

As of 2025 Q4 — sorted by position size

Rockport Wealth LLC 13.9% HC Advisors, LLC 3Y 9.24% Del-Sette Capital Management, LLC 3Y 7.34% Randall & Associates Wealth Management 5.63% Southland Equity Partners LLC 4.43% HFG Advisors, Inc. 3Y 3.86% Csenge Advisory Group 3Y 7Y 3.79% TRUE Private Wealth Advisors 3Y 7Y 3.29% BlueChip Wealth Advisors LLC 3.25% Next Level Private LLC 3Y 2.93%
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