FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 203 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $241,049 | -9.5% | 7,486 | 0.0% | 0.08% | 0.0% |
Q2 2023 | $266,427 | -6.0% | 7,486 | -6.3% | 0.08% | -15.1% |
Q1 2023 | $283,503 | -6.1% | 7,986 | -0.1% | 0.09% | -10.6% |
Q4 2022 | $301,769 | +6.3% | 7,996 | +1.4% | 0.10% | -3.7% |
Q3 2022 | $284,000 | +2.2% | 7,885 | 0.0% | 0.11% | -3.6% |
Q2 2022 | $278,000 | -2.5% | 7,885 | +5.7% | 0.11% | +10.9% |
Q1 2022 | $285,000 | +11.3% | 7,460 | +3.8% | 0.10% | 0.0% |
Q4 2021 | $256,000 | +8.5% | 7,190 | 0.0% | 0.10% | -11.4% |
Q3 2021 | $236,000 | -1.3% | 7,190 | 0.0% | 0.11% | +0.9% |
Q2 2021 | $239,000 | +1.3% | 7,190 | 0.0% | 0.11% | -5.0% |
Q1 2021 | $236,000 | – | 7,190 | – | 0.12% | – |
Download |
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% |