FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 234 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| Sterling Manor Financial, LLC | 317,149 | $11,170,000 | 13.68% |
| Spectrum Wealth Advisory Group, LLC | 244,066 | $8,596,000 | 9.58% |
| HC Advisors, LLC | 283,692 | $9,992,000 | 7.12% |
| Southland Equity Partners LLC | 396,146 | $13,952,261 | 6.37% |
| Key Client Fiduciary Advisors, LLC | 160,318 | $5,646,000 | 5.50% |
| HFG Advisors, Inc. | 82,380 | $2,901,000 | 3.92% |
| Pacific Wealth Management | 92,436 | $3,256,000 | 3.59% |
| Harvest Investment Services, LLC | 103,358 | $3,640,000 | 2.79% |
| Teamwork Financial Advisors, LLC | 360,687 | $12,703,000 | 2.77% |
| Fulcrum Equity Management | 86,161 | $3,035,000 | 2.45% |