FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 175 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $259,047 | -95.7% | 6,830 | -95.6% | 0.02% | -95.4% |
| Q1 2024 | $5,997,449 | -19.6% | 155,859 | -25.1% | 0.35% | -28.9% |
| Q4 2023 | $7,464,007 | +6.2% | 208,027 | -1.1% | 0.49% | -3.6% |
| Q3 2023 | $7,031,478 | +7.8% | 210,272 | +9.7% | 0.51% | +8.8% |
| Q2 2023 | $6,521,034 | -12.6% | 191,739 | -8.8% | 0.46% | -13.2% |
| Q1 2023 | $7,460,597 | -4.5% | 210,157 | -1.6% | 0.54% | -7.9% |
| Q4 2022 | $7,810,694 | +2730.0% | 213,641 | +2428.9% | 0.58% | +2810.0% |
| Q1 2021 | $276,000 | +24.3% | 8,448 | +12.6% | 0.02% | +33.3% |
| Q4 2020 | $222,000 | -12.3% | 7,501 | -22.8% | 0.02% | -31.8% |
| Q3 2020 | $253,000 | -3.1% | 9,720 | -5.6% | 0.02% | -12.0% |
| Q2 2020 | $261,000 | +18.1% | 10,296 | +4.2% | 0.02% | -21.9% |
| Q1 2020 | $221,000 | -43.5% | 9,878 | -17.7% | 0.03% | -23.8% |
| Q4 2019 | $391,000 | +10.1% | 12,008 | +5.1% | 0.04% | +2.4% |
| Q3 2019 | $355,000 | +5.0% | 11,422 | +3.6% | 0.04% | +5.1% |
| Q2 2019 | $338,000 | +2.1% | 11,027 | +0.6% | 0.04% | -4.9% |
| Q1 2019 | $331,000 | +7.1% | 10,962 | -3.4% | 0.04% | -2.4% |
| Q4 2018 | $309,000 | -4.9% | 11,346 | +4.2% | 0.04% | +16.7% |
| Q3 2018 | $325,000 | -8.5% | 10,890 | -12.5% | 0.04% | -16.3% |
| Q2 2018 | $355,000 | -31.3% | 12,444 | -32.1% | 0.04% | -35.8% |
| Q1 2018 | $517,000 | -57.7% | 18,328 | -54.9% | 0.07% | -59.9% |
| Q4 2017 | $1,222,000 | – | 40,605 | – | 0.17% | – |
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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% |