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 | $2,378,754 | -59.6% | 71,135 | -58.9% | 0.08% | -62.9% |
| Q2 2023 | $5,887,777 | -43.0% | 173,119 | -40.5% | 0.20% | -50.9% |
| Q1 2023 | $10,330,843 | +10.3% | 291,010 | +13.6% | 0.41% | -13.5% |
| Q4 2022 | $9,365,962 | +480.7% | 256,181 | +410.3% | 0.48% | +410.8% |
| Q3 2022 | $1,613,000 | +45.1% | 50,203 | +59.0% | 0.09% | +47.6% |
| Q2 2022 | $1,112,000 | -9.5% | 31,569 | -3.8% | 0.06% | +3.3% |
| Q1 2022 | $1,229,000 | +3.9% | 32,815 | -1.4% | 0.06% | +7.0% |
| Q4 2021 | $1,183,000 | +9.8% | 33,270 | +1.2% | 0.06% | -5.0% |
| Q3 2021 | $1,077,000 | -4.4% | 32,873 | -3.1% | 0.06% | -11.8% |
| Q2 2021 | $1,126,000 | +3.3% | 33,929 | +1.8% | 0.07% | -10.5% |
| Q1 2021 | $1,090,000 | +13.5% | 33,322 | +1.7% | 0.08% | +7.0% |
| Q4 2020 | $960,000 | -99.9% | 32,762 | -1.8% | 0.07% | -5.3% |
| Q3 2020 | $870,000,000 | – | 33,369 | – | 0.08% | – |
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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% |