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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $544,547 | -10.9% | 16,284 | -9.4% | 0.14% | -10.5% |
| Q2 2023 | $611,168 | -65.8% | 17,970 | -64.3% | 0.15% | -71.0% |
| Q1 2023 | $1,787,464 | -0.6% | 50,351 | +2.4% | 0.52% | -10.7% |
| Q4 2022 | $1,798,475 | +432.1% | 49,192 | +374.8% | 0.59% | +126.2% |
| Q4 2019 | $338,000 | +6.3% | 10,361 | +1.1% | 0.26% | -7.8% |
| Q3 2019 | $318,000 | +4.3% | 10,251 | +3.1% | 0.28% | 0.0% |
| Q2 2019 | $305,000 | +5.5% | 9,946 | +3.9% | 0.28% | -1.4% |
| Q1 2019 | $289,000 | +4.3% | 9,574 | +3.1% | 0.29% | +28.8% |
| Q4 2018 | $277,000 | – | 9,283 | – | 0.22% | – |
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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% |