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 | $8,665,626 | -0.1% | 259,140 | +1.6% | 11.99% | +4.3% |
| Q2 2023 | $8,675,523 | +19.3% | 255,088 | +24.5% | 11.50% | +17.3% |
| Q1 2023 | $7,274,507 | -17.7% | 204,912 | -15.2% | 9.80% | -20.3% |
| Q4 2022 | $8,839,115 | +12.8% | 241,771 | -0.8% | 12.31% | +25.1% |
| Q3 2022 | $7,833,000 | -8.9% | 243,803 | -0.1% | 9.84% | +2.6% |
| Q2 2022 | $8,596,000 | – | 244,066 | – | 9.58% | – |
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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% |