FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 279 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $881,096 | -99.9% | 24,100 | +45.6% | 0.26% | +3.2% |
| Q2 2022 | $615,480,000 | -63.3% | 16,550 | -63.1% | 0.25% | -17.4% |
| Q1 2022 | $1,677,312,000 | +374300.0% | 44,800 | +200.7% | 0.30% | +662.5% |
| Q4 2017 | $448,000 | +3.7% | 14,900 | 0.0% | 0.04% | -4.8% |
| Q3 2017 | $432,000 | +3.1% | 14,900 | 0.0% | 0.04% | -2.3% |
| Q2 2017 | $419,000 | -15.5% | 14,900 | -13.4% | 0.04% | 0.0% |
| Q1 2017 | $496,000 | +4.0% | 17,200 | 0.0% | 0.04% | -18.9% |
| Q4 2016 | $477,000 | -36.4% | 17,200 | -37.5% | 0.05% | -36.1% |
| Q3 2016 | $750,000 | -78.1% | 27,500 | -78.5% | 0.08% | -75.6% |
| Q2 2016 | $3,432,000 | +166.5% | 127,900 | +154.8% | 0.34% | +169.8% |
| Q1 2016 | $1,288,000 | -22.7% | 50,200 | -28.6% | 0.13% | -21.7% |
| Q4 2015 | $1,666,000 | – | 70,300 | – | 0.16% | – |
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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% |