FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 175 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $622,685 | +181.0% | 16,417 | +185.2% | 0.00% | – |
| Q1 2024 | $221,558 | -85.8% | 5,757 | -86.8% | 0.00% | – |
| Q4 2023 | $1,560,690 | -18.9% | 43,498 | -24.4% | 0.00% | – |
| Q3 2023 | $1,925,014 | +68.5% | 57,566 | +71.4% | 0.00% | – |
| Q2 2023 | $1,142,445 | +79.9% | 33,591 | +87.8% | 0.00% | – |
| Q1 2023 | $635,060 | +14.9% | 17,889 | +18.3% | 0.00% | – |
| Q4 2022 | $552,920 | +145.7% | 15,124 | +70.1% | 0.00% | – |
| Q2 2020 | $225,000 | -40.2% | 8,891 | -22.9% | 0.00% | – |
| Q4 2019 | $376,000 | +20.9% | 11,528 | +15.3% | 0.00% | – |
| Q3 2019 | $311,000 | +29.6% | 10,001 | +28.1% | 0.00% | – |
| Q2 2019 | $240,000 | +4.3% | 7,810 | +2.2% | 0.00% | – |
| Q1 2019 | $230,000 | +7.0% | 7,643 | -3.0% | 0.00% | – |
| Q4 2018 | $215,000 | -2.3% | 7,876 | +6.8% | 0.00% | – |
| Q3 2018 | $220,000 | +5.3% | 7,372 | +0.8% | 0.00% | – |
| Q2 2018 | $209,000 | -44.0% | 7,312 | -44.8% | 0.00% | – |
| Q1 2018 | $373,000 | -45.0% | 13,235 | -41.3% | 0.00% | – |
| Q4 2017 | $678,000 | +123.8% | 22,540 | +116.3% | 0.00% | – |
| Q3 2017 | $303,000 | -18.3% | 10,420 | -20.9% | 0.00% | – |
| Q2 2017 | $371,000 | +3.3% | 13,171 | +5.5% | 0.00% | – |
| Q1 2017 | $359,000 | +63.2% | 12,487 | +57.7% | 0.00% | – |
| Q4 2016 | $220,000 | -32.7% | 7,919 | -34.0% | 0.00% | – |
| Q3 2016 | $327,000 | -13.0% | 11,997 | -14.4% | 0.00% | – |
| Q2 2016 | $376,000 | – | 14,022 | – | 0.00% | – |
Download | ||||||
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% |