FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 286 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $804,976 | +0.0% | 24,072 | +1.7% | 0.07% | +1.5% |
Q2 2023 | $804,950 | -3.3% | 23,668 | +0.9% | 0.07% | -15.4% |
Q1 2023 | $832,529 | -75.0% | 23,451 | -74.3% | 0.08% | -77.2% |
Q4 2022 | $3,333,866 | +14.3% | 91,189 | +0.5% | 0.34% | +1.2% |
Q3 2022 | $2,916,000 | +113.0% | 90,744 | +133.4% | 0.34% | +119.5% |
Q2 2022 | $1,369,000 | +567.8% | 38,879 | +609.6% | 0.15% | +670.0% |
Q1 2022 | $205,000 | +5025.0% | 5,479 | +2995.5% | 0.02% | +1900.0% |
Q3 2020 | $4,000 | 0.0% | 177 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $4,000 | 0.0% | 177 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $4,000 | -42.9% | 177 | -22.4% | 0.00% | 0.0% |
Q4 2019 | $7,000 | 0.0% | 228 | +0.4% | 0.00% | 0.0% |
Q3 2019 | $7,000 | -80.6% | 227 | -80.7% | 0.00% | -85.7% |
Q2 2019 | $36,000 | +350.0% | 1,175 | +327.3% | 0.01% | +250.0% |
Q1 2019 | $8,000 | +14.3% | 275 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $7,000 | -88.7% | 275 | -86.7% | 0.00% | -81.8% |
Q3 2018 | $62,000 | +5.1% | 2,075 | -0.5% | 0.01% | -8.3% |
Q2 2018 | $59,000 | – | 2,085 | – | 0.01% | – |
Download |
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% |