FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 349 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $287,383 | -1.7% | 8,594 | 0.0% | 0.04% | +2.4% |
| Q2 2023 | $292,282 | -4.2% | 8,594 | 0.0% | 0.04% | -8.9% |
| Q1 2023 | $305,087 | -2.9% | 8,594 | 0.0% | 0.04% | -8.2% |
| Q4 2022 | $314,197 | +13.8% | 8,594 | 0.0% | 0.05% | +2.1% |
| Q3 2022 | $276,000 | -8.9% | 8,594 | 0.0% | 0.05% | -4.0% |
| Q2 2022 | $303,000 | +29.5% | 8,594 | +37.6% | 0.05% | +42.9% |
| Q1 2022 | $234,000 | +5.4% | 6,246 | 0.0% | 0.04% | +6.1% |
| Q4 2021 | $222,000 | +8.3% | 6,246 | 0.0% | 0.03% | +3.1% |
| Q3 2021 | $205,000 | -1.0% | 6,246 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $207,000 | +1.5% | 6,246 | 0.0% | 0.03% | -3.0% |
| Q1 2021 | $204,000 | +0.5% | 6,246 | 0.0% | 0.03% | -15.4% |
| Q4 2019 | $203,000 | – | 6,246 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HC Advisors, LLC | 279,665 | $10,471,000 | 6.64% |
| Southland Equity Partners LLC | 391,065 | $14,641,472 | 6.09% |
| Key Client Fiduciary Advisors, LLC | 154,178 | $5,772,000 | 4.56% |
| HFG Advisors, Inc. | 82,506 | $3,089,000 | 3.53% |
| Fulcrum Equity Management | 158,515 | $5,935,000 | 3.52% |
| Harvest Investment Services, LLC | 100,927 | $3,778,000 | 2.26% |
| ICA Group Wealth Management, LLC | 297,745 | $11,502,000 | 2.19% |
| PROVENCE WEALTH MANAGEMENT GROUP | 50,548 | $1,893,000 | 2.16% |
| Total Clarity Wealth Management, Inc. | 75,761 | $2,836,000 | 1.56% |
| Leelyn Smith, LLC | 141,278 | $5,289,000 | 1.38% |