FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 215 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $256,820 | -1.7% | 7,680 | 0.0% | 0.06% | +16.7% |
| Q2 2023 | $261,197 | -4.2% | 7,680 | 0.0% | 0.05% | -22.6% |
| Q1 2023 | $272,640 | +0.6% | 7,680 | +3.6% | 0.06% | -34.7% |
| Q4 2022 | $270,910 | +13.8% | 7,410 | 0.0% | 0.10% | +90.0% |
| Q3 2022 | $238,000 | -8.8% | 7,410 | 0.0% | 0.05% | -19.4% |
| Q2 2022 | $261,000 | -5.8% | 7,410 | 0.0% | 0.06% | +34.8% |
| Q1 2022 | $277,000 | +3.4% | 7,410 | -9.3% | 0.05% | -19.3% |
| Q4 2021 | $268,000 | 0.0% | 8,170 | 0.0% | 0.06% | 0.0% |
| Q3 2021 | $268,000 | +6.8% | 8,170 | +7.9% | 0.06% | +67.6% |
| Q2 2021 | $251,000 | +1.2% | 7,570 | 0.0% | 0.03% | -2.9% |
| Q1 2021 | $248,000 | – | 7,570 | – | 0.04% | – |
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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% |