FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 337 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $244,564 | -42.6% | 7,191 | -42.6% | 0.06% | -39.8% |
| Q2 2023 | $425,752 | -0.5% | 12,518 | +3.9% | 0.09% | -10.6% |
| Q1 2023 | $427,829 | -10.3% | 12,052 | -7.7% | 0.10% | -10.3% |
| Q4 2022 | $477,199 | +49.1% | 13,052 | +31.1% | 0.12% | +38.1% |
| Q3 2022 | $320,000 | -10.6% | 9,953 | -1.1% | 0.08% | -4.5% |
| Q2 2022 | $358,000 | +3.5% | 10,062 | +8.7% | 0.09% | +27.5% |
| Q1 2022 | $346,000 | +5.5% | 9,253 | +0.3% | 0.07% | -4.2% |
| Q4 2021 | $328,000 | +9.3% | 9,227 | +0.8% | 0.07% | +1.4% |
| Q3 2021 | $300,000 | +5.3% | 9,154 | +6.6% | 0.07% | +4.4% |
| Q2 2021 | $285,000 | +35.1% | 8,590 | +33.0% | 0.07% | +21.4% |
| Q1 2021 | $211,000 | +113.1% | 6,460 | +111.4% | 0.06% | +107.4% |
| Q4 2019 | $99,000 | +4.2% | 3,056 | 0.0% | 0.03% | +3.8% |
| Q3 2019 | $95,000 | +2.2% | 3,056 | +1.2% | 0.03% | 0.0% |
| Q2 2019 | $93,000 | +17.7% | 3,019 | +14.1% | 0.03% | -27.8% |
| Q1 2019 | $79,000 | – | 2,647 | – | 0.04% | – |
Download | ||||||
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% |