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 | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $489,000 | +1.7% | 17,623 | 0.0% | 0.34% | +4.3% |
| Q3 2016 | $481,000 | -9.9% | 17,623 | -11.5% | 0.33% | -9.6% |
| Q2 2016 | $534,000 | +0.9% | 19,908 | -3.4% | 0.36% | -7.1% |
| Q1 2016 | $529,000 | +15.5% | 20,606 | +6.6% | 0.39% | +9.8% |
| Q4 2015 | $458,000 | -0.4% | 19,322 | +0.0% | 0.36% | -1.4% |
| Q3 2015 | $460,000 | -0.4% | 19,317 | -4.7% | 0.36% | -0.5% |
| Q2 2015 | $462,000 | -18.5% | 20,263 | -16.8% | 0.36% | -20.9% |
| Q1 2015 | $567,000 | -14.6% | 24,353 | -12.0% | 0.46% | -8.0% |
| Q4 2014 | $664,000 | -10.5% | 27,684 | -12.7% | 0.50% | -8.6% |
| Q3 2014 | $742,000 | -9.7% | 31,695 | -8.4% | 0.55% | -9.4% |
| Q2 2014 | $822,000 | +4.6% | 34,586 | -0.9% | 0.60% | +6.3% |
| Q1 2014 | $786,000 | -13.1% | 34,907 | -15.5% | 0.57% | -11.1% |
| Q4 2013 | $905,000 | -22.0% | 41,308 | -25.8% | 0.64% | -24.6% |
| Q3 2013 | $1,160,000 | +5.9% | 55,684 | +4.9% | 0.85% | +5.6% |
| Q2 2013 | $1,095,000 | -32.7% | 53,066 | -32.8% | 0.80% | -32.9% |
| Q1 2013 | $1,628,000 | -10.6% | 78,934 | -20.0% | 1.20% | -22.6% |
| Q4 2012 | $1,821,000 | -85.5% | 98,662 | -84.9% | 1.54% | -85.7% |
| Q3 2012 | $12,533,000 | -3.9% | 652,434 | -6.4% | 10.82% | -14.9% |
| Q2 2012 | $13,043,000 | +9.2% | 697,135 | +3.5% | 12.72% | +4.3% |
| Q1 2012 | $11,939,000 | +10.9% | 673,384 | +10.0% | 12.19% | +6.5% |
| Q4 2011 | $10,765,000 | – | 612,359 | – | 11.45% | – |
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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% |