FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 2 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $440,699 | -2.1% | 13,179 | -0.4% | 0.02% | 0.0% |
| Q2 2023 | $450,115 | -4.9% | 13,235 | -0.7% | 0.02% | -24.1% |
| Q1 2023 | $473,066 | -3.3% | 13,326 | -0.5% | 0.03% | -17.1% |
| Q4 2022 | $489,421 | +17.1% | 13,387 | +2.9% | 0.04% | +2.9% |
| Q3 2022 | $418,000 | +21.5% | 13,016 | +33.2% | 0.03% | +17.2% |
| Q2 2022 | $344,000 | +28.8% | 9,775 | +36.9% | 0.03% | +52.6% |
| Q1 2022 | $267,000 | -16.0% | 7,139 | -20.1% | 0.02% | -20.8% |
| Q4 2021 | $318,000 | – | 8,937 | – | 0.02% | – |
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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% |