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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $347,454 | -81.9% | 10,390 | -81.6% | 0.03% | -78.8% |
| Q2 2023 | $1,917,674 | -2.4% | 56,386 | +1.9% | 0.15% | -11.0% |
| Q1 2023 | $1,964,917 | -4.1% | 55,350 | -1.2% | 0.16% | -18.4% |
| Q4 2022 | $2,048,719 | +487.0% | 56,037 | +415.3% | 0.20% | +402.5% |
| Q3 2022 | $349,000 | -58.0% | 10,874 | -23.0% | 0.04% | -57.4% |
| Q2 2022 | $831,000 | +168.9% | 14,123 | +62.8% | 0.09% | +213.3% |
| Q4 2021 | $309,000 | +30.4% | 8,676 | +3.5% | 0.03% | -86.7% |
| Q1 2018 | $237,000 | – | 8,383 | – | 0.22% | – |
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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% |