FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 337 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $381,491 | -2.5% | 11,408 | -0.8% | 0.05% | -5.4% |
Q2 2023 | $391,268 | -23.4% | 11,505 | -20.8% | 0.06% | -31.7% |
Q1 2023 | $510,815 | -3.9% | 14,532 | 0.0% | 0.08% | -21.2% |
Q4 2022 | $531,306 | +35.5% | 14,532 | +19.2% | 0.10% | +25.3% |
Q3 2022 | $392,000 | -8.6% | 12,187 | +0.0% | 0.08% | -8.8% |
Q2 2022 | $429,000 | -14.7% | 12,182 | -8.6% | 0.09% | -1.1% |
Q1 2022 | $503,000 | -35.1% | 13,328 | -37.4% | 0.09% | -27.0% |
Q4 2021 | $775,000 | +5.7% | 21,295 | -3.7% | 0.13% | -4.5% |
Q3 2021 | $733,000 | 0.0% | 22,109 | 0.0% | 0.13% | 0.0% |
Q2 2021 | $733,000 | +1.4% | 22,109 | +0.0% | 0.13% | -7.0% |
Q1 2021 | $723,000 | +9.7% | 22,106 | -0.8% | 0.14% | +4.4% |
Q4 2020 | $659,000 | +88.8% | 22,275 | +66.1% | 0.14% | +40.2% |
Q3 2020 | $349,000 | +41.9% | 13,411 | +38.1% | 0.10% | +14.1% |
Q2 2020 | $246,000 | -64.8% | 9,708 | -54.8% | 0.08% | +14.9% |
Q4 2019 | $699,000 | +59.2% | 21,468 | +51.9% | 0.07% | +51.0% |
Q3 2019 | $439,000 | -99.7% | 14,134 | +207.6% | 0.05% | -68.6% |
Q4 2016 | $127,546,000 | – | 4,595 | – | 0.16% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HC Advisors, LLC | 279,665 | $10,471,000 | 6.64% |
Southland Equity Partners LLC | 391,065 | $14,641,472 | 6.09% |
Key Client Fiduciary Advisors, LLC | 154,178 | $5,772,000 | 4.56% |
HFG Advisors, Inc. | 82,506 | $3,089,000 | 3.53% |
Fulcrum Equity Management | 158,515 | $5,935,000 | 3.52% |
Harvest Investment Services, LLC | 100,927 | $3,778,000 | 2.26% |
ICA Group Wealth Management, LLC | 297,745 | $11,502,000 | 2.19% |
PROVENCE WEALTH MANAGEMENT GROUP | 50,548 | $1,893,000 | 2.16% |
Total Clarity Wealth Management, Inc. | 75,761 | $2,836,000 | 1.56% |
Leelyn Smith, LLC | 141,278 | $5,289,000 | 1.38% |