FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 349 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $996,469 | -52.8% | 29,799 | -52.0% | 0.00% | -72.7% |
Q2 2023 | $2,110,872 | -71.9% | 62,066 | -70.7% | 0.01% | -31.2% |
Q1 2023 | $7,523,586 | +2.8% | 211,932 | +5.8% | 0.02% | 0.0% |
Q4 2022 | $7,321,286 | +347.8% | 200,254 | +293.6% | 0.02% | +300.0% |
Q3 2022 | $1,635,000 | +15.4% | 50,883 | +26.5% | 0.00% | 0.0% |
Q2 2022 | $1,417,000 | +23.4% | 40,222 | +31.1% | 0.00% | +100.0% |
Q1 2022 | $1,148,000 | +25.9% | 30,672 | +19.6% | 0.00% | 0.0% |
Q4 2021 | $912,000 | -5.2% | 25,639 | -12.7% | 0.00% | 0.0% |
Q3 2021 | $962,000 | +1.8% | 29,373 | +3.2% | 0.00% | 0.0% |
Q2 2021 | $945,000 | +71.8% | 28,468 | +69.4% | 0.00% | 0.0% |
Q1 2021 | $550,000 | +91.6% | 16,802 | +73.3% | 0.00% | +100.0% |
Q4 2020 | $287,000 | +22.6% | 9,694 | +8.1% | 0.00% | 0.0% |
Q3 2020 | $234,000 | +3.1% | 8,968 | +0.4% | 0.00% | 0.0% |
Q2 2020 | $227,000 | -87.1% | 8,936 | -83.4% | 0.00% | -87.5% |
Q4 2019 | $1,759,000 | +5.6% | 53,990 | +0.6% | 0.01% | -11.1% |
Q3 2019 | $1,666,000 | +2.3% | 53,684 | +1.0% | 0.01% | 0.0% |
Q2 2019 | $1,629,000 | +1.6% | 53,173 | +0.0% | 0.01% | +12.5% |
Q1 2019 | $1,603,000 | +10.8% | 53,151 | +0.1% | 0.01% | -11.1% |
Q4 2018 | $1,447,000 | +589.0% | 53,120 | +499.2% | 0.01% | +350.0% |
Q4 2015 | $210,000 | +4.0% | 8,865 | 0.0% | 0.00% | 0.0% |
Q2 2015 | $202,000 | -23.8% | 8,865 | -22.0% | 0.00% | -33.3% |
Q1 2015 | $265,000 | – | 11,370 | – | 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% |