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 | $51,849,962 | +1.9% | 1,550,537 | +3.7% | 3.53% | +3.5% |
| Q2 2023 | $50,868,884 | +0.6% | 1,495,704 | +5.0% | 3.41% | -6.6% |
| Q1 2023 | $50,584,049 | +12.6% | 1,424,903 | +16.0% | 3.65% | +4.9% |
| Q4 2022 | $44,913,154 | +27.5% | 1,228,478 | +12.1% | 3.48% | +19.1% |
| Q3 2022 | $35,216,000 | +34.8% | 1,096,041 | +47.7% | 2.92% | +33.5% |
| Q2 2022 | $26,128,000 | +2549.9% | 741,845 | +2716.7% | 2.19% | +2706.4% |
| Q1 2022 | $986,000 | +22.9% | 26,337 | +9.6% | 0.08% | +9.9% |
| Q4 2021 | $802,000 | -1.4% | 24,024 | -2.0% | 0.07% | +4.4% |
| Q3 2021 | $813,000 | +1.4% | 24,512 | +2.0% | 0.07% | -4.2% |
| Q2 2021 | $802,000 | +8.7% | 24,024 | +7.9% | 0.07% | -6.6% |
| Q1 2021 | $738,000 | +49.4% | 22,258 | +33.2% | 0.08% | +28.8% |
| Q4 2020 | $494,000 | +12.5% | 16,710 | +1.0% | 0.06% | -1.7% |
| Q3 2020 | $439,000 | – | 16,542 | – | 0.06% | – |
Download | ||||||
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% |