FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 337 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $243,546 | -60.1% | 7,161 | -58.6% | 0.03% | -59.7% |
| Q2 2022 | $610,000 | +47.0% | 17,311 | +56.1% | 0.08% | +60.4% |
| Q1 2022 | $415,000 | -42.1% | 11,092 | -45.0% | 0.05% | -39.2% |
| Q4 2021 | $717,000 | +7.3% | 20,158 | -1.2% | 0.08% | -2.5% |
| Q3 2021 | $668,000 | +8.1% | 20,399 | +9.6% | 0.08% | +8.0% |
| Q2 2021 | $618,000 | +4.6% | 18,614 | +3.0% | 0.08% | -3.8% |
| Q1 2021 | $591,000 | +10.9% | 18,077 | +0.3% | 0.08% | +4.0% |
| Q4 2020 | $533,000 | -4.5% | 18,028 | -15.8% | 0.08% | -15.7% |
| Q3 2020 | $558,000 | -11.3% | 21,412 | -13.7% | 0.09% | -18.3% |
| Q2 2020 | $629,000 | +10.9% | 24,808 | -2.4% | 0.11% | -10.7% |
| Q1 2020 | $567,000 | -27.0% | 25,408 | +6.6% | 0.12% | -6.2% |
| Q4 2019 | $777,000 | +3.5% | 23,845 | -1.4% | 0.13% | -7.8% |
| Q3 2019 | $751,000 | +15.0% | 24,180 | +13.5% | 0.14% | +6.0% |
| Q2 2019 | $653,000 | +1.4% | 21,308 | -0.2% | 0.13% | +20.9% |
| Q1 2019 | $644,000 | +22.0% | 21,355 | +10.1% | 0.11% | +0.9% |
| Q4 2018 | $528,000 | -23.6% | 19,398 | -16.3% | 0.11% | -6.8% |
| Q3 2018 | $691,000 | +15.7% | 23,170 | +10.9% | 0.12% | +8.3% |
| Q2 2018 | $597,000 | -3.9% | 20,886 | -5.1% | 0.11% | -5.3% |
| Q1 2018 | $621,000 | -31.5% | 21,997 | -27.0% | 0.11% | -31.3% |
| Q4 2017 | $907,000 | – | 30,130 | – | 0.17% | – |
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% |