FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 203 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $167 | -1.8% | 5,000 | 0.0% | 0.00% | – |
| Q2 2023 | $170 | -4.5% | 5,000 | 0.0% | 0.00% | – |
| Q1 2023 | $178 | -2.7% | 5,000 | 0.0% | 0.00% | – |
| Q4 2022 | $183 | -100.0% | 5,000 | -75.0% | 0.00% | -100.0% |
| Q3 2022 | $643,000 | -8.7% | 20,000 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $704,000 | +25.3% | 20,000 | +33.3% | 0.00% | +100.0% |
| Q1 2022 | $562,000 | -60.4% | 15,000 | -62.4% | 0.00% | -66.7% |
| Q4 2021 | $1,418,000 | -3.5% | 39,885 | -11.1% | 0.00% | 0.0% |
| Q3 2021 | $1,470,000 | +2127.3% | 44,885 | +1503.0% | 0.00% | – |
| Q4 2015 | $66,000 | +6.5% | 2,800 | 0.0% | 0.00% | – |
| Q3 2015 | $62,000 | – | 2,800 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HC Advisors, LLC | 306,438 | $10,897,000 | 6.69% |
| HFG Advisors, Inc. | 148,608 | $5,284,000 | 5.95% |
| Southland Equity Partners LLC | 381,647 | $13,571,362 | 5.57% |
| Key Client Fiduciary Advisors, LLC | 130,852 | $4,653,000 | 3.84% |
| SHEPHERD KAPLAN KROCHUK, LLC | 187,255 | $6,659,000 | 2.40% |
| PROVENCE WEALTH MANAGEMENT GROUP | 44,809 | $1,593,000 | 1.80% |
| Harvest Investment Services, LLC | 102,294 | $3,637,000 | 1.53% |
| Total Clarity Wealth Management, Inc. | 85,828 | $3,052,000 | 1.39% |
| Leelyn Smith, LLC | 135,992 | $4,836,000 | 1.29% |
| Quad-Cities Investment Group, LLC | 54,284 | $1,930,000 | 1.20% |