FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 169 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $162,000 | +5.2% | 4,328 | 0.0% | 0.05% | +6.2% |
| Q4 2021 | $154,000 | +8.5% | 4,328 | 0.0% | 0.05% | -2.0% |
| Q3 2021 | $142,000 | -1.4% | 4,328 | 0.0% | 0.05% | -2.0% |
| Q2 2021 | $144,000 | +1.4% | 4,328 | 0.0% | 0.05% | -9.1% |
| Q1 2021 | $142,000 | +10.9% | 4,328 | 0.0% | 0.06% | -3.5% |
| Q4 2020 | $128,000 | +13.3% | 4,328 | 0.0% | 0.06% | +1.8% |
| Q3 2020 | $113,000 | +2.7% | 4,328 | 0.0% | 0.06% | -5.1% |
| Q2 2020 | $110,000 | +13.4% | 4,328 | 0.0% | 0.06% | -7.8% |
| Q1 2020 | $97,000 | -31.2% | 4,328 | 0.0% | 0.06% | -20.0% |
| Q4 2019 | $141,000 | +5.2% | 4,328 | 0.0% | 0.08% | -1.2% |
| Q3 2019 | $134,000 | +0.8% | 4,328 | 0.0% | 0.08% | 0.0% |
| Q2 2019 | $133,000 | +1.5% | 4,328 | 0.0% | 0.08% | -3.6% |
| Q1 2019 | $131,000 | +11.0% | 4,328 | 0.0% | 0.08% | -1.2% |
| Q4 2018 | $118,000 | -6.3% | 4,328 | 0.0% | 0.08% | +1.2% |
| Q3 2018 | $126,000 | +1.6% | 4,328 | 0.0% | 0.08% | -7.7% |
| Q2 2018 | $124,000 | +1.6% | 4,328 | 0.0% | 0.09% | -2.2% |
| Q1 2018 | $122,000 | – | 4,328 | – | 0.09% | – |
Download | ||||||
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% |