FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 159 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $2,000 | 0.0% | 56 | 0.0% | 0.00% | – |
| Q1 2022 | $2,000 | -94.4% | 56 | -94.4% | 0.00% | -100.0% |
| Q4 2021 | $36,000 | -5.3% | 1,006 | -12.2% | 0.00% | -20.0% |
| Q3 2021 | $38,000 | 0.0% | 1,146 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $38,000 | -91.1% | 1,146 | -91.2% | 0.01% | -90.9% |
| Q1 2021 | $427,000 | +10.6% | 13,039 | 0.0% | 0.06% | +7.8% |
| Q4 2020 | $386,000 | +13.5% | 13,039 | 0.0% | 0.05% | +2.0% |
| Q3 2020 | $340,000 | +2.7% | 13,039 | 0.0% | 0.05% | -3.8% |
| Q2 2020 | $331,000 | +13.7% | 13,039 | 0.0% | 0.05% | -5.5% |
| Q1 2020 | $291,000 | -31.5% | 13,039 | 0.0% | 0.06% | -15.4% |
| Q4 2019 | $425,000 | +4.9% | 13,039 | 0.0% | 0.06% | +10.2% |
| Q3 2019 | $405,000 | +1.2% | 13,039 | 0.0% | 0.06% | -1.7% |
| Q2 2019 | $400,000 | +1.5% | 13,039 | 0.0% | 0.06% | 0.0% |
| Q1 2019 | $394,000 | +11.0% | 13,039 | +0.0% | 0.06% | +1.7% |
| Q4 2018 | $355,000 | -9.7% | 13,037 | -1.2% | 0.06% | +3.5% |
| Q3 2018 | $393,000 | +4.0% | 13,199 | 0.0% | 0.06% | -3.4% |
| Q2 2018 | $378,000 | +1.6% | 13,199 | 0.0% | 0.06% | -7.8% |
| Q1 2018 | $372,000 | +75.5% | 13,199 | +87.0% | 0.06% | +93.9% |
| Q4 2017 | $212,000 | – | 7,060 | – | 0.03% | – |
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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% |