FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 349 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
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% | – |
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% |