FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 286 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $739,462 | -10.1% | 22,113 | -8.6% | 0.08% | -3.4% |
| Q2 2023 | $822,580 | -4.1% | 24,186 | +0.1% | 0.09% | -6.5% |
| Q1 2023 | $857,449 | +1.5% | 24,153 | +0.6% | 0.09% | -7.9% |
| Q2 2022 | $845,000 | -5.9% | 24,006 | +0.1% | 0.10% | +13.5% |
| Q1 2022 | $898,000 | +5.5% | 23,976 | +0.1% | 0.09% | +4.7% |
| Q4 2021 | $851,000 | +8.7% | 23,942 | +0.1% | 0.08% | +2.4% |
| Q3 2021 | $783,000 | +8.3% | 23,916 | +9.7% | 0.08% | +6.4% |
| Q2 2021 | $723,000 | +27.7% | 21,798 | +26.0% | 0.08% | +9.9% |
| Q1 2021 | $566,000 | – | 17,300 | – | 0.07% | – |
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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% |