FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 288 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,105,983 | -0.3% | 29,159 | +1.1% | 0.00% | 0.0% |
Q1 2024 | $1,109,405 | +3.3% | 28,831 | -3.7% | 0.00% | -50.0% |
Q4 2023 | $1,073,954 | +14.7% | 29,932 | +6.9% | 0.00% | +100.0% |
Q3 2023 | $936,233 | -2.2% | 27,997 | -0.5% | 0.00% | 0.0% |
Q2 2023 | $957,163 | -16.9% | 28,144 | -13.3% | 0.00% | -50.0% |
Q1 2023 | $1,152,345 | +13.3% | 32,460 | +16.7% | 0.00% | 0.0% |
Q4 2022 | $1,016,975 | -24.1% | 27,817 | -33.3% | 0.00% | 0.0% |
Q3 2022 | $1,340,000 | +46.0% | 41,698 | +60.0% | 0.00% | 0.0% |
Q2 2022 | $918,000 | 0.0% | 26,065 | +6.3% | 0.00% | +100.0% |
Q1 2022 | $918,000 | -83.2% | 24,523 | -41.8% | 0.00% | -88.9% |
Q4 2021 | $5,477,000 | +12.6% | 42,100 | +17.5% | 0.01% | 0.0% |
Q3 2021 | $4,865,000 | +946.2% | 35,829 | +155.9% | 0.01% | +800.0% |
Q2 2021 | $465,000 | +32.1% | 14,002 | +30.0% | 0.00% | 0.0% |
Q1 2021 | $352,000 | +17.7% | 10,771 | +6.4% | 0.00% | 0.0% |
Q4 2020 | $299,000 | +28.3% | 10,119 | +13.0% | 0.00% | 0.0% |
Q3 2020 | $233,000 | +9.9% | 8,952 | +7.2% | 0.00% | 0.0% |
Q2 2020 | $212,000 | -22.1% | 8,351 | +0.1% | 0.00% | 0.0% |
Q4 2019 | $272,000 | +5.0% | 8,344 | +0.0% | 0.00% | 0.0% |
Q3 2019 | $259,000 | +531.7% | 8,342 | +471.4% | 0.00% | – |
Q2 2017 | $41,000 | -44.6% | 1,460 | -43.5% | 0.00% | – |
Q1 2017 | $74,000 | +155.2% | 2,586 | +146.3% | 0.00% | – |
Q4 2016 | $29,000 | -59.2% | 1,050 | -59.8% | 0.00% | – |
Q3 2016 | $71,000 | +20.3% | 2,613 | +19.7% | 0.00% | – |
Q2 2016 | $59,000 | +126.9% | 2,183 | +114.2% | 0.00% | – |
Q1 2016 | $26,000 | -18.8% | 1,019 | -25.1% | 0.00% | – |
Q4 2015 | $32,000 | +357.1% | 1,361 | +353.7% | 0.00% | – |
Q1 2015 | $7,000 | -85.1% | 300 | -84.7% | 0.00% | – |
Q4 2014 | $47,000 | +571.4% | 1,958 | +552.7% | 0.00% | – |
Q3 2014 | $7,000 | -12.5% | 300 | -6.2% | 0.00% | – |
Q2 2014 | $8,000 | +14.3% | 320 | 0.0% | 0.00% | – |
Q1 2014 | $7,000 | -78.1% | 320 | -78.2% | 0.00% | -100.0% |
Q4 2013 | $32,000 | +23.1% | 1,470 | +17.6% | 0.00% | 0.0% |
Q3 2013 | $26,000 | -64.9% | 1,250 | -65.0% | 0.00% | -50.0% |
Q2 2013 | $74,000 | – | 3,574 | – | 0.00% | – |
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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% |