FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 234 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $386,968 | -8.5% | 11,572 | 0.0% | 0.09% | -22.3% |
| Q4 2022 | $423,072 | +4.7% | 11,572 | -8.0% | 0.11% | -5.9% |
| Q3 2022 | $404,000 | -8.8% | 12,572 | 0.0% | 0.12% | -4.0% |
| Q2 2022 | $443,000 | -8.8% | 12,572 | -3.1% | 0.12% | +3.3% |
| Q1 2022 | $486,000 | -6.4% | 12,972 | -11.1% | 0.12% | +2.6% |
| Q4 2021 | $519,000 | -15.9% | 14,597 | -18.9% | 0.12% | -17.6% |
| Q3 2021 | $617,000 | – | 17,997 | – | 0.14% | – |
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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% |