FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 279 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $577 | -3.5% | 17,261 | -1.9% | 0.03% | 0.0% |
| Q2 2023 | $598 | -6.4% | 17,593 | -2.3% | 0.03% | -9.4% |
| Q1 2023 | $639 | -29.8% | 18,012 | -27.6% | 0.03% | -36.0% |
| Q4 2022 | $910 | -99.9% | 24,887 | -7.0% | 0.05% | +4.2% |
| Q3 2022 | $860,000 | -9.7% | 26,753 | -1.0% | 0.05% | -7.7% |
| Q2 2022 | $952,000 | -12.3% | 27,016 | -6.8% | 0.05% | +4.0% |
| Q1 2022 | $1,086,000 | +8.9% | 29,001 | +3.4% | 0.05% | +16.3% |
| Q4 2021 | $997,000 | +15.9% | 28,039 | +6.8% | 0.04% | +4.9% |
| Q3 2021 | $860,000 | -4.8% | 26,249 | -3.6% | 0.04% | -4.7% |
| Q2 2021 | $903,000 | +16.2% | 27,219 | +14.6% | 0.04% | 0.0% |
| Q1 2021 | $777,000 | +111.1% | 23,749 | +91.2% | 0.04% | +34.4% |
| Q4 2020 | $368,000 | -80.2% | 12,424 | -82.6% | 0.03% | -82.1% |
| Q3 2020 | $1,863,000 | +3.5% | 71,490 | +0.7% | 0.18% | +5.3% |
| Q2 2020 | $1,800,000 | +15.1% | 70,986 | +1.3% | 0.17% | -8.6% |
| Q1 2020 | $1,564,000 | -30.8% | 70,050 | +0.9% | 0.19% | -7.5% |
| Q4 2019 | $2,261,000 | +50.7% | 69,394 | +43.6% | 0.20% | +36.7% |
| Q3 2019 | $1,500,000 | +2.5% | 48,313 | +1.1% | 0.15% | 0.0% |
| Q2 2019 | $1,464,000 | -4.2% | 47,796 | -5.6% | 0.15% | -10.4% |
| Q1 2019 | $1,528,000 | +12.3% | 50,658 | +1.4% | 0.16% | -5.7% |
| Q4 2018 | $1,361,000 | -4.7% | 49,946 | +4.3% | 0.17% | +7.4% |
| Q3 2018 | $1,428,000 | +3.9% | 47,907 | -0.4% | 0.16% | -4.7% |
| Q2 2018 | $1,375,000 | +2.1% | 48,078 | +0.8% | 0.17% | -3.4% |
| Q1 2018 | $1,347,000 | -1.2% | 47,711 | +5.3% | 0.18% | +6.0% |
| Q4 2017 | $1,363,000 | +475.1% | 45,293 | +453.4% | 0.17% | +435.5% |
| Q3 2017 | $237,000 | -6.3% | 8,184 | -8.9% | 0.03% | -6.1% |
| Q2 2017 | $253,000 | +17.7% | 8,982 | +20.3% | 0.03% | +13.8% |
| Q1 2017 | $215,000 | -3.2% | 7,468 | -6.6% | 0.03% | -12.1% |
| Q4 2016 | $222,000 | +1.8% | 7,995 | +0.0% | 0.03% | +3.1% |
| Q3 2016 | $218,000 | – | 7,992 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Manor Financial, LLC | 317,149 | $11,170,000 | 13.68% |
| Spectrum Wealth Advisory Group, LLC | 244,066 | $8,596,000 | 9.58% |
| HC Advisors, LLC | 283,692 | $9,992,000 | 7.12% |
| Southland Equity Partners LLC | 396,146 | $13,952,261 | 6.37% |
| Key Client Fiduciary Advisors, LLC | 160,318 | $5,646,000 | 5.50% |
| HFG Advisors, Inc. | 82,380 | $2,901,000 | 3.92% |
| Pacific Wealth Management | 92,436 | $3,256,000 | 3.59% |
| Harvest Investment Services, LLC | 103,358 | $3,640,000 | 2.79% |
| Teamwork Financial Advisors, LLC | 360,687 | $12,703,000 | 2.77% |
| Fulcrum Equity Management | 86,161 | $3,035,000 | 2.45% |