FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 337 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,997,221 | +96617.7% | 59,726 | -1.6% | 0.43% | +30.7% |
| Q2 2023 | $2,065 | +58.0% | 60,704 | +64.9% | 0.33% | +54.4% |
| Q1 2023 | $1,307 | +19.1% | 36,807 | +22.7% | 0.22% | +4.4% |
| Q4 2022 | $1,097 | -99.9% | 30,008 | -49.8% | 0.21% | -52.5% |
| Q3 2022 | $1,997,221 | +366.6% | 59,726 | +398.0% | 0.43% | +352.1% |
| Q2 2022 | $428,000 | -80.0% | 11,994 | -78.5% | 0.10% | -77.9% |
| Q1 2022 | $2,137,000 | – | 55,825 | – | 0.43% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HC Advisors, LLC | 279,665 | $10,471,000 | 6.64% |
| Southland Equity Partners LLC | 391,065 | $14,641,472 | 6.09% |
| Key Client Fiduciary Advisors, LLC | 154,178 | $5,772,000 | 4.56% |
| HFG Advisors, Inc. | 82,506 | $3,089,000 | 3.53% |
| Fulcrum Equity Management | 158,515 | $5,935,000 | 3.52% |
| Harvest Investment Services, LLC | 100,927 | $3,778,000 | 2.26% |
| ICA Group Wealth Management, LLC | 297,745 | $11,502,000 | 2.19% |
| PROVENCE WEALTH MANAGEMENT GROUP | 50,548 | $1,893,000 | 2.16% |
| Total Clarity Wealth Management, Inc. | 75,761 | $2,836,000 | 1.56% |
| Leelyn Smith, LLC | 141,278 | $5,289,000 | 1.38% |