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 | $2,825,264 | +24.2% | 84,488 | +26.4% | 0.06% | +22.0% |
| Q2 2023 | $2,274,006 | +3.7% | 66,863 | +8.3% | 0.05% | -2.0% |
| Q1 2023 | $2,192,395 | +16.9% | 61,758 | +20.3% | 0.05% | -5.6% |
| Q4 2022 | $1,876,175 | +7.9% | 51,318 | -5.2% | 0.05% | -15.6% |
| Q3 2022 | $1,739,000 | -3.2% | 54,138 | +6.2% | 0.06% | -16.9% |
| Q2 2022 | $1,796,000 | +35.5% | 50,983 | +44.1% | 0.08% | +54.0% |
| Q1 2022 | $1,325,000 | +36.9% | 35,391 | +30.0% | 0.05% | +47.1% |
| Q4 2021 | $968,000 | -0.9% | 27,233 | -8.7% | 0.03% | -12.8% |
| Q3 2021 | $977,000 | -1.2% | 29,823 | +0.1% | 0.04% | -4.9% |
| Q2 2021 | $989,000 | -2.8% | 29,794 | -4.2% | 0.04% | -14.6% |
| Q1 2021 | $1,018,000 | +10.9% | 31,101 | +0.2% | 0.05% | 0.0% |
| Q4 2020 | $918,000 | +14.3% | 31,034 | +0.7% | 0.05% | -12.7% |
| Q3 2020 | $803,000 | +4.0% | 30,810 | +1.3% | 0.06% | -1.8% |
| Q2 2020 | $772,000 | +22.5% | 30,425 | +7.8% | 0.06% | 0.0% |
| Q1 2020 | $630,000 | -21.6% | 28,231 | +14.3% | 0.06% | -11.1% |
| Q4 2019 | $804,000 | +5.0% | 24,689 | +0.0% | 0.06% | -8.7% |
| Q3 2019 | $766,000 | +3547.6% | 24,678 | +3476.5% | 0.07% | +3350.0% |
| Q2 2019 | $21,000 | 0.0% | 690 | +0.7% | 0.00% | -33.3% |
| Q1 2019 | $21,000 | – | 685 | – | 0.00% | – |
Download | ||||||
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% |