FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 138 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,817 | -99.8% | 54,322 | +76.5% | 0.23% | +68.4% |
| Q2 2023 | $1,047,031 | +103.9% | 30,786 | +112.8% | 0.14% | +76.6% |
| Q1 2023 | $513,543 | -2.9% | 14,466 | -0.0% | 0.08% | -9.4% |
| Q4 2022 | $528,950 | +94.5% | 14,468 | +70.5% | 0.08% | +269.6% |
| Q3 2022 | $272,000 | -34.9% | 8,488 | -33.6% | 0.02% | -65.2% |
| Q1 2021 | $418,000 | +38.9% | 12,776 | +25.6% | 0.07% | +32.0% |
| Q4 2020 | $301,000 | +20.4% | 10,174 | +32.6% | 0.05% | +2.0% |
| Q4 2019 | $250,000 | +11.1% | 7,670 | +5.8% | 0.05% | +2.1% |
| Q3 2019 | $225,000 | +1.4% | 7,249 | 0.0% | 0.05% | -9.4% |
| Q2 2019 | $222,000 | -11.2% | 7,249 | -12.7% | 0.05% | -24.3% |
| Q1 2019 | $250,000 | -39.5% | 8,303 | -39.5% | 0.07% | -43.5% |
| Q4 2017 | $413,000 | +5.9% | 13,735 | -0.9% | 0.12% | +22.8% |
| Q2 2017 | $390,000 | +3.2% | 13,860 | +5.8% | 0.10% | -3.8% |
| Q1 2017 | $378,000 | -37.7% | 13,105 | -40.1% | 0.10% | -42.9% |
| Q4 2016 | $607,000 | -1.3% | 21,862 | -3.1% | 0.18% | +2.8% |
| Q3 2016 | $615,000 | -35.8% | 22,564 | -36.8% | 0.18% | +70.5% |
| Q2 2016 | $958,000 | +2.2% | 35,715 | -2.2% | 0.10% | -70.5% |
| Q1 2016 | $937,000 | -37.5% | 36,513 | -42.3% | 0.36% | -37.4% |
| Q4 2015 | $1,499,000 | +6.2% | 63,252 | -0.7% | 0.57% | -3.4% |
| Q3 2015 | $1,411,000 | -3.4% | 63,711 | -0.6% | 0.59% | +48.0% |
| Q2 2015 | $1,461,000 | -2.8% | 64,083 | -0.8% | 0.40% | -30.5% |
| Q1 2015 | $1,503,000 | +5.5% | 64,568 | +8.7% | 0.57% | -2.7% |
| Q4 2014 | $1,424,000 | +59.5% | 59,414 | +55.8% | 0.59% | +49.9% |
| Q3 2014 | $893,000 | -16.0% | 38,144 | -14.6% | 0.39% | -18.1% |
| Q2 2014 | $1,063,000 | +6.3% | 44,689 | +0.6% | 0.48% | -2.4% |
| Q1 2014 | $1,000,000 | -4.3% | 44,434 | -6.9% | 0.49% | -16.3% |
| Q4 2013 | $1,045,000 | +66.9% | 47,706 | +57.1% | 0.59% | +61.5% |
| Q2 2013 | $626,000 | – | 30,358 | – | 0.36% | – |
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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% |