PSI Advisors, LLC - FIRST TR MORNINGSTAR DIV LEA ownership

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FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 206 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

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Quarter-by-quarter ownership
PSI Advisors, LLC ownership history of FIRST TR MORNINGSTAR DIV LEA
ValueSharesWeighting
Q3 2023$339,810
-5.7%
10,162
-4.1%
0.15%
-7.0%
Q2 2023$360,281
-92.5%
10,593
-92.1%
0.16%
-93.2%
Q1 2023$4,785,373
+4.3%
134,797
+7.5%
2.31%
-5.3%
Q4 2022$4,586,069
+15.7%
125,440
+1.7%
2.44%
+17.1%
Q3 2022$3,964,000
+800.9%
123,361
+886.9%
2.08%
+864.4%
Q2 2022$440,000
+4.8%
12,500
+11.5%
0.22%
+24.9%
Q1 2022$420,000
+5.3%
11,2070.0%0.17%
+6.8%
Q4 2021$399,000
+7.5%
11,207
-1.0%
0.16%
-4.7%
Q3 2021$371,000
-1.1%
11,3170.0%0.17%
-14.1%
Q2 2021$375,000
+1.4%
11,3170.0%0.20%
-9.2%
Q1 2021$370,000
+10.8%
11,3170.0%0.22%
-5.2%
Q4 2020$334,000
+12.1%
11,317
-1.3%
0.23%
+1.3%
Q3 2020$298,000
+2.8%
11,4670.0%0.23%
-3.0%
Q2 2020$290,000
+13.3%
11,4670.0%0.23%
-0.4%
Q1 2020$256,000
-33.3%
11,467
-2.8%
0.24%
-4.9%
Q4 2019$384,000–11,797–0.25%–
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Other shareholders
FIRST TR MORNINGSTAR DIV LEA shareholders Q2 2021
NameSharesValueWeighting ↓
HC Advisors, LLC 279,665$10,471,0006.64%
Southland Equity Partners LLC 391,065$14,641,4726.09%
Key Client Fiduciary Advisors, LLC 154,178$5,772,0004.56%
HFG Advisors, Inc. 82,506$3,089,0003.53%
Fulcrum Equity Management 158,515$5,935,0003.52%
Harvest Investment Services, LLC 100,927$3,778,0002.26%
ICA Group Wealth Management, LLC 297,745$11,502,0002.19%
PROVENCE WEALTH MANAGEMENT GROUP 50,548$1,893,0002.16%
Total Clarity Wealth Management, Inc. 75,761$2,836,0001.56%
Leelyn Smith, LLC 141,278$5,289,0001.38%
View complete list of FIRST TR MORNINGSTAR DIV LEA shareholders