FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 203 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $369 | -99.9% | 10,082 | +31.4% | 0.01% | -41.2% |
| Q3 2022 | $247,000 | -8.5% | 7,674 | +0.1% | 0.02% | -15.0% |
| Q2 2022 | $270,000 | +5.1% | 7,667 | +11.6% | 0.02% | +42.9% |
| Q1 2022 | $257,000 | +5.3% | 6,873 | +0.1% | 0.01% | +16.7% |
| Q4 2021 | $244,000 | +9.4% | 6,867 | +1.0% | 0.01% | 0.0% |
| Q3 2021 | $223,000 | +2.3% | 6,800 | +3.4% | 0.01% | 0.0% |
| Q2 2021 | $218,000 | +1.4% | 6,578 | +0.1% | 0.01% | -7.7% |
| Q1 2021 | $215,000 | – | 6,569 | – | 0.01% | – |
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% |