FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 279 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $498 | -14.4% | 14,652 | -10.7% | 0.04% | -6.4% |
| Q1 2023 | $582 | -100.0% | 16,408 | +31.6% | 0.05% | +17.5% |
| Q4 2022 | $455,830,080 | +113573.3% | 12,468 | 0.0% | 0.04% | +2.6% |
| Q3 2022 | $401,000 | +34.1% | 12,468 | +47.1% | 0.04% | +30.0% |
| Q2 2022 | $299,000 | -30.3% | 8,478 | -35.3% | 0.03% | -36.2% |
| Q3 2021 | $429,000 | -0.9% | 13,099 | +0.3% | 0.05% | -23.0% |
| Q2 2021 | $433,000 | -2.5% | 13,058 | -3.7% | 0.06% | +7.0% |
| Q1 2021 | $444,000 | +2.1% | 13,566 | -7.8% | 0.06% | -8.1% |
| Q4 2020 | $435,000 | – | 14,712 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HC Advisors, LLC | 306,438 | $10,897,000 | 6.69% |
| HFG Advisors, Inc. | 148,608 | $5,284,000 | 5.95% |
| Southland Equity Partners LLC | 381,647 | $13,571,362 | 5.57% |
| Key Client Fiduciary Advisors, LLC | 130,852 | $4,653,000 | 3.84% |
| SHEPHERD KAPLAN KROCHUK, LLC | 187,255 | $6,659,000 | 2.40% |
| PROVENCE WEALTH MANAGEMENT GROUP | 44,809 | $1,593,000 | 1.80% |
| Harvest Investment Services, LLC | 102,294 | $3,637,000 | 1.53% |
| Total Clarity Wealth Management, Inc. | 85,828 | $3,052,000 | 1.39% |
| Leelyn Smith, LLC | 135,992 | $4,836,000 | 1.29% |
| Quad-Cities Investment Group, LLC | 54,284 | $1,930,000 | 1.20% |