FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 2 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $463,267 | +14.6% | 13,853 | +16.6% | 0.09% | +12.2% |
Q2 2023 | $404,149 | -58.3% | 11,883 | -56.5% | 0.08% | -59.0% |
Q1 2023 | $969,858 | -5.8% | 27,320 | -3.0% | 0.20% | -8.3% |
Q4 2022 | $1,030,092 | +114.2% | 28,175 | +88.1% | 0.22% | +80.2% |
Q3 2022 | $481,000 | +13.7% | 14,980 | +24.7% | 0.12% | +22.2% |
Q2 2022 | $423,000 | – | 12,009 | – | 0.10% | – |
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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% |