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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,218,162 | -47.0% | 94,624 | -44.7% | 2.97% | -58.8% |
| Q1 2023 | $6,071,281 | +161.4% | 171,022 | +169.2% | 7.20% | +248.2% |
| Q4 2022 | $2,322,730 | -29.8% | 63,532 | -38.3% | 2.07% | -44.2% |
| Q3 2022 | $3,308,000 | +1505.8% | 102,954 | +1181.3% | 3.70% | +1462.9% |
| Q1 2016 | $206,000 | -62.5% | 8,035 | -66.0% | 0.24% | -62.2% |
| Q1 2015 | $550,000 | +48.2% | 23,644 | +53.7% | 0.63% | +34.8% |
| Q4 2014 | $371,000 | – | 15,388 | – | 0.46% | – |
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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% |