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 ↓ |
---|---|---|---|
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% |