FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 205 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $8,324 | +7.3% | 232 | 0.0% | 0.00% | – |
Q3 2023 | $7,758 | -1.7% | 232 | 0.0% | 0.00% | – |
Q2 2023 | $7,890 | -4.2% | 232 | 0.0% | 0.00% | – |
Q1 2023 | $8,236 | -2.9% | 232 | 0.0% | 0.00% | – |
Q4 2022 | $8,482 | +21.2% | 232 | 0.0% | 0.00% | – |
Q3 2022 | $7,000 | -12.5% | 232 | 0.0% | 0.00% | – |
Q2 2022 | $8,000 | -11.1% | 232 | 0.0% | 0.00% | – |
Q1 2022 | $9,000 | +12.5% | 232 | 0.0% | 0.00% | – |
Q4 2021 | $8,000 | 0.0% | 232 | 0.0% | 0.00% | – |
Q3 2021 | $8,000 | 0.0% | 232 | 0.0% | 0.00% | – |
Q2 2021 | $8,000 | 0.0% | 232 | 0.0% | 0.00% | – |
Q1 2021 | $8,000 | +33.3% | 232 | 0.0% | 0.00% | – |
Q4 2020 | $6,000 | 0.0% | 232 | 0.0% | 0.00% | – |
Q3 2020 | $6,000 | 0.0% | 232 | 0.0% | 0.00% | – |
Q2 2020 | $6,000 | +20.0% | 232 | 0.0% | 0.00% | – |
Q1 2020 | $5,000 | -37.5% | 232 | 0.0% | 0.00% | – |
Q4 2019 | $8,000 | +14.3% | 232 | 0.0% | 0.00% | – |
Q3 2019 | $7,000 | 0.0% | 232 | 0.0% | 0.00% | – |
Q2 2019 | $7,000 | 0.0% | 232 | 0.0% | 0.00% | – |
Q1 2019 | $7,000 | +16.7% | 232 | 0.0% | 0.00% | – |
Q4 2018 | $6,000 | -14.3% | 232 | 0.0% | 0.00% | – |
Q3 2018 | $7,000 | -46.2% | 232 | -47.7% | 0.00% | -100.0% |
Q2 2018 | $13,000 | 0.0% | 444 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $13,000 | -51.9% | 444 | -50.3% | 0.00% | -50.0% |
Q4 2017 | $27,000 | +58.8% | 894 | +50.5% | 0.00% | +100.0% |
Q2 2017 | $17,000 | +30.8% | 594 | +33.8% | 0.00% | 0.0% |
Q1 2017 | $13,000 | -50.0% | 444 | -56.5% | 0.00% | -66.7% |
Q1 2016 | $26,000 | +100.0% | 1,021 | +76.3% | 0.00% | +50.0% |
Q1 2015 | $13,000 | +225.0% | 579 | +214.7% | 0.00% | +100.0% |
Q4 2014 | $4,000 | -93.8% | 184 | -93.1% | 0.00% | -92.3% |
Q2 2014 | $64,000 | – | 2,671 | – | 0.01% | – |
Download |
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% |