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 Q2 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $359,000 | -14.1% | 11,160 | -5.9% | 0.03% | -8.8% |
| Q2 2022 | $418,000 | -27.7% | 11,866 | -23.2% | 0.03% | -19.0% |
| Q1 2022 | $578,000 | -17.3% | 15,449 | -21.4% | 0.04% | -16.0% |
| Q4 2021 | $699,000 | +8.9% | 19,660 | +0.3% | 0.05% | -2.0% |
| Q3 2021 | $642,000 | +1.3% | 19,601 | +2.6% | 0.05% | -3.8% |
| Q2 2021 | $634,000 | -7.4% | 19,102 | -8.7% | 0.05% | -19.7% |
| Q1 2021 | $685,000 | +2.1% | 20,924 | -7.7% | 0.07% | -2.9% |
| Q4 2020 | $671,000 | -9.2% | 22,676 | -20.1% | 0.07% | -20.9% |
| Q3 2020 | $739,000 | -15.1% | 28,373 | -17.3% | 0.09% | -25.2% |
| Q2 2020 | $870,000 | -6.6% | 34,317 | -17.7% | 0.12% | -22.3% |
| Q1 2020 | $931,000 | -33.3% | 41,700 | -2.6% | 0.15% | -14.9% |
| Q4 2019 | $1,395,000 | +4.3% | 42,806 | -0.7% | 0.17% | -5.9% |
| Q3 2019 | $1,338,000 | +0.1% | 43,105 | -1.1% | 0.18% | 0.0% |
| Q2 2019 | $1,336,000 | -0.4% | 43,603 | -2.1% | 0.18% | -5.1% |
| Q1 2019 | $1,342,000 | +13.8% | 44,539 | +2.9% | 0.20% | -2.0% |
| Q4 2018 | $1,179,000 | -6.2% | 43,271 | +2.6% | 0.20% | +2.1% |
| Q3 2018 | $1,257,000 | +6.2% | 42,172 | +1.8% | 0.20% | 0.0% |
| Q2 2018 | $1,184,000 | +2.2% | 41,422 | +0.9% | 0.20% | 0.0% |
| Q1 2018 | $1,159,000 | -4.3% | 41,039 | +2.0% | 0.20% | -4.9% |
| Q4 2017 | $1,211,000 | +2.3% | 40,237 | -1.4% | 0.20% | -1.0% |
| Q3 2017 | $1,184,000 | -0.4% | 40,788 | -3.5% | 0.21% | -5.9% |
| Q2 2017 | $1,189,000 | -6.1% | 42,258 | -3.8% | 0.22% | -14.7% |
| Q1 2017 | $1,266,000 | – | 43,946 | – | 0.26% | – |
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% |