FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 349 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $337,377 | -11.3% | 9,504 | -8.6% | 0.17% | -3.5% |
| Q4 2022 | $380,258 | +784.3% | 10,401 | +749.1% | 0.17% | +810.5% |
| Q2 2022 | $43,000 | +16.2% | 1,225 | +22.5% | 0.02% | +58.3% |
| Q1 2022 | $37,000 | +2.8% | 1,000 | 0.0% | 0.01% | -25.0% |
| Q4 2021 | $36,000 | -90.6% | 1,000 | -92.2% | 0.02% | -88.9% |
| Q3 2018 | $383,000 | -1.5% | 12,850 | -5.5% | 0.14% | -11.7% |
| Q2 2018 | $389,000 | +2.9% | 13,600 | +1.5% | 0.16% | 0.0% |
| Q1 2018 | $378,000 | +1.3% | 13,400 | +8.1% | 0.16% | +7.9% |
| Q4 2017 | $373,000 | +3.6% | 12,400 | 0.0% | 0.15% | -1.9% |
| Q3 2017 | $360,000 | -34.9% | 12,400 | -36.9% | 0.15% | -35.3% |
| Q2 2017 | $553,000 | +172.4% | 19,656 | +178.7% | 0.24% | +142.9% |
| Q1 2017 | $203,000 | – | 7,053 | – | 0.10% | – |
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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% |