FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 210 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $885,000 | -8.0% | 25,134 | 0.0% | 0.06% | +433.3% |
| Q1 2022 | $962,000 | +8.0% | 25,134 | +0.3% | 0.01% | -79.7% |
| Q4 2021 | $891,000 | +0.9% | 25,064 | -7.0% | 0.06% | -3.3% |
| Q3 2021 | $883,000 | -1.0% | 26,949 | +0.2% | 0.06% | -1.6% |
| Q2 2021 | $892,000 | +1.5% | 26,893 | +0.1% | 0.06% | -7.5% |
| Q1 2021 | $879,000 | +303.2% | 26,854 | +175.1% | 0.07% | +86.1% |
| Q1 2020 | $218,000 | -31.0% | 9,762 | +0.7% | 0.04% | -29.4% |
| Q4 2019 | $316,000 | +5.7% | 9,694 | +0.8% | 0.05% | +15.9% |
| Q3 2019 | $299,000 | +2.0% | 9,618 | +0.5% | 0.04% | +2.3% |
| Q2 2019 | $293,000 | +2.1% | 9,567 | +0.5% | 0.04% | +10.3% |
| Q1 2019 | $287,000 | -12.0% | 9,521 | -20.4% | 0.04% | -20.4% |
| Q4 2018 | $326,000 | -8.2% | 11,957 | +0.4% | 0.05% | +44.1% |
| Q3 2018 | $355,000 | +4.7% | 11,904 | +0.5% | 0.03% | -30.6% |
| Q2 2018 | $339,000 | +1.8% | 11,844 | +0.4% | 0.05% | +4.3% |
| Q1 2018 | $333,000 | +29.6% | 11,791 | +38.2% | 0.05% | +14.6% |
| Q4 2017 | $257,000 | -24.2% | 8,529 | -27.0% | 0.04% | -16.3% |
| Q3 2017 | $339,000 | +3.7% | 11,683 | +0.5% | 0.05% | -2.0% |
| Q2 2017 | $327,000 | -2.1% | 11,629 | +0.4% | 0.05% | -2.0% |
| Q1 2017 | $334,000 | +4.4% | 11,582 | +0.5% | 0.05% | -1.9% |
| Q4 2016 | $320,000 | – | 11,523 | – | 0.05% | – |
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% |