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 Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| 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% |