FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 349 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,994,632 | -57.4% | 149,361 | -56.7% | 0.08% | -57.6% |
| Q2 2023 | $11,730,457 | -10.8% | 344,912 | -6.9% | 0.20% | -26.7% |
| Q1 2023 | $13,155,128 | +2.9% | 370,567 | +5.9% | 0.27% | -12.6% |
| Q4 2022 | $12,788,030 | +3265.3% | 349,782 | +1998.8% | 0.31% | +2107.1% |
| Q2 2015 | $380,000 | -10.6% | 16,666 | -8.6% | 0.01% | -6.7% |
| Q1 2015 | $425,000 | -99.4% | 18,242 | -99.4% | 0.02% | -99.5% |
| Q4 2014 | $69,712,000 | – | 2,908,310 | – | 2.77% | – |
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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% |