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 | $6,678 | +65.6% | 199,708 | +68.4% | 0.66% | +115.6% |
| Q2 2023 | $4,033 | -32.2% | 118,574 | -29.2% | 0.31% | -51.3% |
| Q1 2023 | $5,948 | -99.3% | 167,548 | +587.7% | 0.63% | +830.9% |
| Q1 2022 | $912,000 | +106.8% | 24,363 | +80.6% | 0.07% | +119.4% |
| Q1 2021 | $441,000 | -45.1% | 13,488 | -50.3% | 0.03% | -64.4% |
| Q4 2020 | $804,000 | -9.0% | 27,161 | -19.9% | 0.09% | -42.8% |
| Q3 2020 | $884,000 | +65.2% | 33,915 | +60.8% | 0.15% | +145.2% |
| Q2 2020 | $535,000 | -58.3% | 21,096 | -48.9% | 0.06% | -38.0% |
| Q3 2019 | $1,283,000 | +6.0% | 41,324 | +4.6% | 0.10% | +40.8% |
| Q2 2019 | $1,210,000 | -2.5% | 39,504 | -4.0% | 0.07% | +1.4% |
| Q1 2019 | $1,241,000 | +19.7% | 41,146 | +8.0% | 0.07% | +25.0% |
| Q4 2018 | $1,037,000 | +303.5% | 38,086 | +323.1% | 0.06% | +409.1% |
| Q2 2018 | $257,000 | -90.9% | 9,001 | -91.0% | 0.01% | -92.8% |
| Q1 2018 | $2,826,000 | +311.4% | 100,101 | +323.0% | 0.15% | +347.1% |
| Q3 2017 | $687,000 | -72.4% | 23,665 | -73.2% | 0.03% | -90.1% |
| Q2 2017 | $2,488,000 | +495.2% | 88,451 | +477.1% | 0.34% | +379.2% |
| Q3 2016 | $418,000 | -61.0% | 15,328 | -67.4% | 0.07% | -25.0% |
| Q2 2015 | $1,072,000 | +100.0% | 47,029 | +104.1% | 0.10% | +62.7% |
| Q1 2015 | $536,000 | +49.7% | 23,043 | +41.0% | 0.06% | +63.9% |
| Q4 2013 | $358,000 | -41.9% | 16,346 | -44.8% | 0.04% | -40.0% |
| Q3 2013 | $616,000 | -11.0% | 29,599 | -11.7% | 0.06% | -9.1% |
| Q2 2013 | $692,000 | – | 33,530 | – | 0.07% | – |
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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% |