FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 207 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $338,867 | -3.4% | 8,934 | -2.0% | 0.05% | -10.7% |
| Q1 2024 | $350,899 | +22.6% | 9,119 | +14.3% | 0.06% | +3.7% |
| Q4 2023 | $286,287 | +1201.3% | 7,979 | +1189.0% | 0.05% | +1250.0% |
| Q2 2022 | $22,000 | -4.3% | 619 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $23,000 | +4.5% | 619 | +0.2% | 0.00% | 0.0% |
| Q4 2021 | $22,000 | +10.0% | 618 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $20,000 | 0.0% | 618 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $20,000 | 0.0% | 618 | 0.0% | 0.00% | -20.0% |
| Q1 2021 | $20,000 | +11.1% | 618 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $18,000 | +12.5% | 618 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $16,000 | 0.0% | 618 | 0.0% | 0.01% | -16.7% |
| Q2 2020 | $16,000 | +14.3% | 618 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $14,000 | -33.3% | 618 | -5.6% | 0.01% | -25.0% |
| Q4 2019 | $21,000 | +5.0% | 655 | 0.0% | 0.01% | -11.1% |
| Q3 2019 | $20,000 | 0.0% | 655 | +0.3% | 0.01% | 0.0% |
| Q2 2019 | $20,000 | +300.0% | 653 | +329.6% | 0.01% | +200.0% |
| Q1 2019 | $5,000 | +25.0% | 152 | +0.7% | 0.00% | 0.0% |
| Q4 2018 | $4,000 | 0.0% | 151 | +0.7% | 0.00% | +50.0% |
| Q3 2018 | $4,000 | +300.0% | 150 | +294.7% | 0.00% | +100.0% |
| Q1 2018 | $1,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $1,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $1,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $1,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $1,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $1,000 | – | 38 | – | 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% |