FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 215 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,332,572 | -15.4% | 39,850 | -13.9% | 0.24% | -13.7% |
| Q2 2023 | $1,574,663 | -6.4% | 46,300 | -2.3% | 0.28% | -11.2% |
| Q1 2023 | $1,681,769 | -1.3% | 47,374 | +1.6% | 0.31% | -16.8% |
| Q4 2022 | $1,704,607 | +39.2% | 46,625 | +22.3% | 0.38% | +26.6% |
| Q3 2022 | $1,225,000 | -1.0% | 38,130 | +8.6% | 0.30% | +2.4% |
| Q2 2022 | $1,237,000 | +86.3% | 35,124 | +98.2% | 0.29% | +124.8% |
| Q1 2022 | $664,000 | +142.3% | 17,723 | +130.2% | 0.13% | +174.5% |
| Q4 2021 | $274,000 | +18.1% | 7,698 | +8.5% | 0.05% | +11.9% |
| Q3 2021 | $232,000 | -2.1% | 7,093 | -0.5% | 0.04% | -2.3% |
| Q2 2021 | $237,000 | +17.3% | 7,131 | +15.2% | 0.04% | +7.5% |
| Q1 2021 | $202,000 | – | 6,188 | – | 0.04% | – |
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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% |