FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 215 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $288,788 | -1.7% | 8,636 | 0.0% | 0.15% | +2.1% |
| Q2 2023 | $293,710 | -4.2% | 8,636 | 0.0% | 0.14% | -9.4% |
| Q1 2023 | $306,578 | -2.9% | 8,636 | 0.0% | 0.16% | -11.7% |
| Q4 2022 | $315,732 | +14.0% | 8,636 | 0.0% | 0.18% | +3.4% |
| Q3 2022 | $277,000 | -18.0% | 8,636 | -8.1% | 0.17% | -9.8% |
| Q2 2022 | $338,000 | +3.7% | 9,395 | +8.8% | 0.19% | +9.0% |
| Q1 2022 | $326,000 | +4.2% | 8,636 | 0.0% | 0.18% | +7.9% |
| Q4 2021 | $313,000 | +5.7% | 8,636 | 0.0% | 0.16% | +7.9% |
| Q3 2021 | $296,000 | – | 8,636 | – | 0.15% | – |
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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% |