FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 286 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $206,824 | -40.0% | 6,185 | -39.0% | 0.06% | -36.7% |
| Q2 2023 | $344,809 | -26.5% | 10,138 | -23.3% | 0.10% | -30.0% |
| Q1 2023 | $469,432 | -13.3% | 13,223 | -10.7% | 0.14% | -17.2% |
| Q4 2022 | $541,346 | -5.9% | 14,807 | -17.2% | 0.17% | -10.1% |
| Q3 2022 | $575,000 | -8.6% | 17,886 | +0.1% | 0.19% | -3.6% |
| Q2 2022 | $629,000 | -12.3% | 17,870 | -6.8% | 0.20% | +1.6% |
| Q1 2022 | $717,000 | -1.9% | 19,164 | -6.8% | 0.19% | +2.7% |
| Q4 2021 | $731,000 | -0.9% | 20,562 | -8.7% | 0.19% | -6.5% |
| Q3 2021 | $738,000 | -3.7% | 22,524 | -2.4% | 0.20% | -2.9% |
| Q2 2021 | $766,000 | -4.2% | 23,081 | -5.6% | 0.21% | -10.4% |
| Q1 2021 | $800,000 | -34.2% | 24,447 | -40.5% | 0.23% | -34.8% |
| Q4 2020 | $1,215,000 | +60650.0% | 41,055 | -35.4% | 0.35% | -49.1% |
| Q3 2020 | $2,000 | -99.9% | 63,505 | -28.9% | 0.69% | -17.8% |
| Q2 2020 | $2,265,000 | +12.7% | 89,315 | -0.7% | 0.84% | +5.4% |
| Q1 2020 | $2,009,000 | -24.8% | 89,969 | +9.7% | 0.80% | +6.7% |
| Q4 2019 | $2,673,000 | +34.0% | 82,043 | +27.7% | 0.75% | +21.5% |
| Q3 2019 | $1,995,000 | +16.5% | 64,258 | +14.9% | 0.62% | +11.4% |
| Q2 2019 | $1,713,000 | +59.6% | 55,911 | +57.1% | 0.56% | +51.2% |
| Q1 2019 | $1,073,000 | +56.0% | 35,587 | +40.8% | 0.37% | +38.0% |
| Q4 2018 | $688,000 | -14.6% | 25,268 | -6.5% | 0.27% | -2.2% |
| Q3 2018 | $806,000 | +23.6% | 27,021 | +18.5% | 0.27% | +21.4% |
| Q2 2018 | $652,000 | +112.4% | 22,804 | +109.4% | 0.22% | +103.6% |
| Q1 2018 | $307,000 | +13.7% | 10,889 | +21.2% | 0.11% | +14.6% |
| Q4 2017 | $270,000 | – | 8,988 | – | 0.10% | – |
Download | ||||||
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% |