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 | $1,137,676 | -2.0% | 34,021 | -0.4% | 0.11% | +2.9% |
| Q2 2023 | $1,161,483 | -5.7% | 34,151 | -1.6% | 0.10% | -14.0% |
| Q1 2023 | $1,232,325 | +173.8% | 34,713 | +147.7% | 0.12% | +142.0% |
| Q3 2022 | $450,000 | -91.8% | 14,013 | -91.3% | 0.05% | -27.5% |
| Q3 2018 | $5,502,000 | -5.2% | 160,412 | -3.0% | 0.07% | +6.2% |
| Q2 2018 | $5,802,000 | +2744.1% | 165,299 | +2351.4% | 0.06% | +71.1% |
| Q4 2017 | $204,000 | – | 6,743 | – | 0.04% | – |
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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% |