Ownership history in WORLD EQUITY GROUP, INC. · 6 quarters on record
This page tracks every 13F SEC filing in which WORLD EQUITY GROUP, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 160,665 | +11,871 | +8.0% | 1.58% | $7.0M | $42.88 |
| 2025 Q2 | ADDED | 148,794 | +9,733 | +7.0% | 1.70% | $6.2M | $40.96 |
| 2025 Q1 | ADDED | 139,061 | +8,460 | +6.5% | 1.73% | $6.0M | $42.03 |
| 2024 Q4 | ADDED | 130,601 | +3,813 | +3.0% | 1.13% | $5.3M | $38.63 |
| 2024 Q3 | ADDED | 126,788 | +97,486 | +332.7% | 1.92% | $5.3M | $39.48 |
| 2024 Q2 | INITIATED | 29,302 | — | — | 0.24% | $1.1M | — |
As of 2025 Q4 — sorted by position size