FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 286 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
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% | – |
Download |
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% |