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 | $799,587 | -2.4% | 23,911 | -0.7% | 0.08% | +20.9% |
Q2 2023 | $818,855 | -5.0% | 24,076 | -0.8% | 0.07% | -23.0% |
Q1 2023 | $861,828 | -2.9% | 24,276 | -0.0% | 0.09% | +10.1% |
Q4 2022 | $887,626 | +13.8% | 24,278 | +0.0% | 0.08% | +6.8% |
Q3 2022 | $780,000 | -10.6% | 24,266 | -2.1% | 0.07% | -8.6% |
Q2 2022 | $872,000 | -6.0% | 24,794 | +0.0% | 0.08% | +14.1% |
Q1 2022 | $928,000 | +368.7% | 24,787 | +131.0% | 0.07% | -15.5% |
Q4 2012 | $198,000 | 0.0% | 10,729 | +4.1% | 0.08% | +1.2% |
Q3 2012 | $198,000 | 0.0% | 10,310 | -2.6% | 0.08% | -9.8% |
Q2 2012 | $198,000 | – | 10,586 | – | 0.09% | – |
Download |
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% |