FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 169 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $983,372 | -0.6% | 29,407 | +1.1% | 0.06% | +6.8% |
| Q2 2023 | $988,877 | +24.9% | 29,076 | +30.4% | 0.06% | +13.5% |
| Q1 2023 | $791,544 | +95.0% | 22,297 | +100.8% | 0.05% | +73.3% |
| Q4 2022 | $405,999 | +49.8% | 11,105 | +31.6% | 0.03% | +15.4% |
| Q3 2022 | $271,000 | -83.9% | 8,438 | -44.5% | 0.03% | -87.6% |
| Q4 2018 | $1,683,000 | +658.1% | 15,212 | +98.5% | 0.21% | +950.0% |
| Q3 2017 | $222,000 | -27.9% | 7,663 | -28.5% | 0.02% | -57.4% |
| Q2 2017 | $308,000 | 0.0% | 10,720 | 0.0% | 0.05% | +51.6% |
| Q1 2017 | $308,000 | – | 10,720 | – | 0.03% | – |
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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% |