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 | $315,733 | -1.1% | 9,442 | +0.6% | 0.04% | +2.8% |
| Q2 2023 | $319,351 | +0.0% | 9,390 | +4.4% | 0.04% | -2.7% |
| Q1 2023 | $319,338 | -0.4% | 8,995 | +2.6% | 0.04% | 0.0% |
| Q4 2022 | $320,606 | +5.1% | 8,769 | -7.5% | 0.04% | -5.1% |
| Q3 2022 | $305,000 | -13.8% | 9,478 | -5.7% | 0.04% | -9.3% |
| Q2 2022 | $354,000 | -8.1% | 10,046 | -2.3% | 0.04% | +2.4% |
| Q1 2022 | $385,000 | +5.5% | 10,279 | +0.2% | 0.04% | +13.5% |
| Q4 2021 | $365,000 | -0.8% | 10,259 | -8.6% | 0.04% | -49.3% |
| Q3 2021 | $368,000 | -1.1% | 11,229 | +0.2% | 0.07% | 0.0% |
| Q2 2021 | $372,000 | +0.8% | 11,208 | -0.6% | 0.07% | -6.4% |
| Q1 2021 | $369,000 | +10.8% | 11,281 | +0.2% | 0.08% | +4.0% |
| Q4 2020 | $333,000 | +13.7% | 11,263 | +0.3% | 0.08% | +2.7% |
| Q3 2020 | $293,000 | +3.2% | 11,231 | +0.3% | 0.07% | -5.2% |
| Q2 2020 | $284,000 | +8.0% | 11,201 | -5.0% | 0.08% | -4.9% |
| Q1 2020 | $263,000 | -32.0% | 11,789 | -0.8% | 0.08% | -19.0% |
| Q4 2019 | $387,000 | -5.8% | 11,882 | -10.2% | 0.10% | -13.8% |
| Q3 2019 | $411,000 | +1.7% | 13,232 | +0.5% | 0.12% | -0.9% |
| Q2 2019 | $404,000 | -18.7% | 13,169 | -20.1% | 0.12% | -23.5% |
| Q1 2019 | $497,000 | -10.8% | 16,475 | -19.4% | 0.15% | -19.9% |
| Q4 2018 | $557,000 | -7.0% | 20,430 | +1.6% | 0.19% | +0.5% |
| Q3 2018 | $599,000 | -25.4% | 20,105 | -28.4% | 0.19% | -31.7% |
| Q2 2018 | $803,000 | -7.5% | 28,092 | -8.7% | 0.28% | -19.2% |
| Q1 2018 | $868,000 | -43.6% | 30,753 | -39.9% | 0.34% | -42.6% |
| Q4 2017 | $1,539,000 | +0.5% | 51,137 | -3.1% | 0.60% | -2.8% |
| Q3 2017 | $1,532,000 | +3.4% | 52,800 | +0.2% | 0.62% | -2.1% |
| Q2 2017 | $1,482,000 | -2.0% | 52,699 | +0.4% | 0.63% | -8.2% |
| Q1 2017 | $1,512,000 | +2.4% | 52,495 | -1.3% | 0.68% | -7.1% |
| Q4 2016 | $1,476,000 | -3.2% | 53,171 | -4.9% | 0.74% | -12.1% |
| Q3 2016 | $1,525,000 | +2.9% | 55,919 | +1.2% | 0.84% | -3.6% |
| Q2 2016 | $1,482,000 | – | 55,241 | – | 0.87% | – |
Download | ||||||
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% |