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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,466,732 | +302.4% | 67,470 | +253.5% | 0.98% | +195.8% |
| Q3 2022 | $613,000 | +147.2% | 19,085 | +171.5% | 0.33% | +281.6% |
| Q2 2022 | $248,000 | +8.8% | 7,030 | +15.3% | 0.09% | +31.8% |
| Q1 2022 | $228,000 | +35.7% | 6,097 | -19.2% | 0.07% | -16.5% |
| Q1 2020 | $168,000 | -18.4% | 7,542 | +19.0% | 0.08% | -37.3% |
| Q4 2019 | $206,000 | +3.0% | 6,336 | -1.6% | 0.13% | +4.1% |
| Q3 2019 | $200,000 | -66.7% | 6,436 | -67.2% | 0.12% | -65.6% |
| Q2 2019 | $601,000 | +13.6% | 19,605 | +11.7% | 0.35% | +6.0% |
| Q1 2019 | $529,000 | +6.4% | 17,550 | -3.8% | 0.33% | -12.6% |
| Q4 2018 | $497,000 | -8.1% | 18,236 | +0.6% | 0.38% | +25.8% |
| Q3 2018 | $541,000 | +4.0% | 18,133 | -0.3% | 0.30% | -10.1% |
| Q2 2018 | $520,000 | +1.8% | 18,191 | +0.4% | 0.34% | -7.2% |
| Q1 2018 | $511,000 | -1.0% | 18,110 | +5.6% | 0.36% | -9.5% |
| Q4 2017 | $516,000 | – | 17,155 | – | 0.40% | – |
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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% |