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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,856,996 | -11.4% | 752,103 | -8.8% | 6.10% | -5.8% |
| Q2 2023 | $28,045,178 | -5.0% | 824,616 | -0.8% | 6.48% | -7.4% |
| Q1 2023 | $29,509,642 | +92.7% | 831,258 | +98.4% | 7.00% | +89.3% |
| Q4 2022 | $15,315,971 | +8.1% | 418,927 | +5.6% | 3.70% | -9.2% |
| Q3 2022 | $14,170,000 | +116.8% | 396,699 | +116.6% | 4.07% | +160.4% |
| Q2 2022 | $6,537,000 | +22441.4% | 183,106 | +15158.8% | 1.56% | +7715.0% |
| Q4 2014 | $29,000 | – | 1,200 | – | 0.02% | – |
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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% |