FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 349 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,981 | -1.7% | 926 | 0.0% | 0.01% | +14.3% |
| Q2 2023 | $31,509 | -4.2% | 926 | 0.0% | 0.01% | -12.5% |
| Q1 2023 | $32,890 | -2.9% | 926 | 0.0% | 0.01% | -11.1% |
| Q4 2022 | $33,872 | +5.8% | 926 | -6.9% | 0.01% | +12.5% |
| Q3 2022 | $32,000 | -8.6% | 995 | 0.0% | 0.01% | -11.1% |
| Q2 2022 | $35,000 | -5.4% | 995 | +0.1% | 0.01% | 0.0% |
| Q1 2022 | $37,000 | +5.7% | 994 | -0.1% | 0.01% | +12.5% |
| Q4 2021 | $35,000 | +9.4% | 995 | +1.1% | 0.01% | 0.0% |
| Q3 2021 | $32,000 | 0.0% | 984 | +0.8% | 0.01% | -11.1% |
| Q2 2021 | $32,000 | 0.0% | 976 | +1.0% | 0.01% | -10.0% |
| Q1 2021 | $32,000 | +14.3% | 966 | +0.6% | 0.01% | +11.1% |
| Q4 2020 | $28,000 | -3.4% | 960 | +1.2% | 0.01% | -18.2% |
| Q3 2020 | $29,000 | -75.6% | 949 | -79.7% | 0.01% | -76.1% |
| Q2 2020 | $119,000 | +13.3% | 4,682 | -0.5% | 0.05% | -2.1% |
| Q1 2020 | $105,000 | -42.0% | 4,707 | -15.4% | 0.05% | -39.0% |
| Q4 2019 | $181,000 | – | 5,567 | – | 0.08% | – |
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% |