FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 206 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,145,888 | -4.4% | 333,310 | -2.7% | 0.20% | -1.5% |
| Q2 2023 | $11,654,524 | +91740.2% | 342,680 | -4.1% | 0.20% | -23.7% |
| Q1 2023 | $12,690 | +46.5% | 357,460 | +50.9% | 0.26% | +11.5% |
| Q4 2022 | $8,661 | -99.1% | 236,908 | +698.7% | 0.24% | +683.3% |
| Q3 2022 | $953,000 | +68.7% | 29,663 | +85.0% | 0.03% | +66.7% |
| Q2 2022 | $565,000 | +161.6% | 16,033 | +177.5% | 0.02% | +157.1% |
| Q1 2022 | $216,000 | -66.6% | 5,777 | -68.3% | 0.01% | -63.2% |
| Q4 2021 | $647,000 | +4.9% | 18,207 | -3.3% | 0.02% | -5.0% |
| Q3 2021 | $617,000 | +88.7% | 18,826 | +91.0% | 0.02% | +66.7% |
| Q2 2021 | $327,000 | – | 9,858 | – | 0.01% | – |
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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% |