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 | $11,704 | -1.7% | 350 | 0.0% | 0.01% | +14.3% |
| Q2 2023 | $11,904 | -4.2% | 350 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $12,425 | -2.9% | 350 | 0.0% | 0.01% | -12.5% |
| Q4 2022 | $12,796 | +16.3% | 350 | 0.0% | 0.01% | +14.3% |
| Q3 2022 | $11,000 | -8.3% | 350 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $12,000 | -7.7% | 350 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $13,000 | +8.3% | 350 | 0.0% | 0.01% | +16.7% |
| Q4 2021 | $12,000 | +9.1% | 350 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $11,000 | -8.3% | 350 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $12,000 | +9.1% | 350 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $11,000 | -42.1% | 350 | -46.2% | 0.01% | -45.5% |
| Q4 2020 | $19,000 | +11.8% | 650 | 0.0% | 0.01% | +10.0% |
| Q3 2020 | $17,000 | +6.2% | 650 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $16,000 | -44.8% | 650 | -50.0% | 0.01% | -54.5% |
| Q1 2020 | $29,000 | -31.0% | 1,300 | 0.0% | 0.02% | -15.4% |
| Q4 2019 | $42,000 | +5.0% | 1,300 | 0.0% | 0.03% | -3.7% |
| Q3 2019 | $40,000 | 0.0% | 1,300 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $40,000 | +2.6% | 1,300 | 0.0% | 0.03% | -3.6% |
| Q1 2019 | $39,000 | +11.4% | 1,300 | 0.0% | 0.03% | -3.4% |
| Q4 2018 | $35,000 | -10.3% | 1,300 | 0.0% | 0.03% | +7.4% |
| Q3 2018 | $39,000 | +5.4% | 1,300 | 0.0% | 0.03% | 0.0% |
| Q2 2018 | $37,000 | 0.0% | 1,300 | 0.0% | 0.03% | +3.8% |
| Q1 2018 | $37,000 | -5.1% | 1,300 | 0.0% | 0.03% | +4.0% |
| Q4 2017 | $39,000 | +2.6% | 1,300 | 0.0% | 0.02% | -3.8% |
| Q3 2017 | $38,000 | +2.7% | 1,300 | 0.0% | 0.03% | +4.0% |
| Q2 2017 | $37,000 | 0.0% | 1,300 | -0.1% | 0.02% | -3.8% |
| Q1 2017 | $37,000 | +2.8% | 1,301 | +0.1% | 0.03% | -3.7% |
| Q4 2016 | $36,000 | +2.9% | 1,300 | 0.0% | 0.03% | +3.8% |
| Q3 2016 | $35,000 | 0.0% | 1,300 | 0.0% | 0.03% | 0.0% |
| Q2 2016 | $35,000 | +6.1% | 1,300 | 0.0% | 0.03% | -3.7% |
| Q1 2016 | $33,000 | +6.5% | 1,300 | 0.0% | 0.03% | +8.0% |
| Q4 2015 | $31,000 | – | 1,300 | – | 0.02% | – |
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% |