FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 279 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $96,648 | -29.1% | 2,842 | -26.0% | 0.01% | -12.5% |
Q1 2023 | $136,332 | -66.9% | 3,840 | -65.9% | 0.02% | -44.8% |
Q1 2022 | $412,000 | +2.0% | 11,268 | +1.3% | 0.03% | +7.4% |
Q4 2021 | $404,000 | +6.9% | 11,123 | +0.0% | 0.03% | +8.0% |
Q3 2021 | $378,000 | -44.2% | 11,121 | -44.3% | 0.02% | -47.9% |
Q2 2021 | $678,000 | -1.5% | 19,971 | +0.0% | 0.05% | -9.4% |
Q1 2021 | $688,000 | +13.7% | 19,970 | +0.0% | 0.05% | +3.9% |
Q4 2020 | $605,000 | -2.3% | 19,969 | -9.5% | 0.05% | -15.0% |
Q3 2020 | $619,000 | -3.0% | 22,068 | -6.0% | 0.06% | -9.1% |
Q2 2020 | $638,000 | -5.3% | 23,466 | -17.6% | 0.07% | -24.1% |
Q1 2020 | $674,000 | -32.6% | 28,471 | -9.0% | 0.09% | -26.3% |
Q4 2019 | $1,000,000 | +12.6% | 31,270 | +13.7% | 0.12% | -2.5% |
Q3 2019 | $888,000 | -93.7% | 27,497 | +5511.6% | 0.12% | +146.9% |
Q1 2017 | $14,088,000 | -93.1% | 490 | -93.5% | 0.05% | -25.8% |
Q3 2016 | $203,978,000 | +4.4% | 7,580 | -39.9% | 0.07% | +164.0% |
Q2 2016 | $195,385,000 | +3.6% | 12,602 | -46.3% | 0.02% | -19.4% |
Q4 2015 | $188,665,000 | +28101.0% | 23,449 | -20.1% | 0.03% | -89.4% |
Q2 2015 | $669,000 | -70.7% | 29,351 | -70.1% | 0.29% | -72.4% |
Q1 2015 | $2,282,000 | – | 98,029 | – | 1.06% | – |
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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% |