FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 175 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $315 | +6.4% | 8,180 | -0.9% | 0.10% | -7.3% |
| Q4 2023 | $296 | +27.0% | 8,251 | +18.4% | 0.11% | +12.4% |
| Q3 2023 | $233 | -5.7% | 6,971 | 0.0% | 0.10% | -13.4% |
| Q1 2023 | $247 | -3.1% | 6,971 | 0.0% | 0.11% | +4.7% |
| Q4 2022 | $255 | -99.9% | 6,971 | 0.0% | 0.11% | +1.9% |
| Q3 2022 | $224,000 | -8.9% | 6,971 | 0.0% | 0.10% | -3.7% |
| Q2 2022 | $246,000 | -5.7% | 6,971 | 0.0% | 0.11% | +0.9% |
| Q1 2022 | $261,000 | +5.2% | 6,971 | 0.0% | 0.11% | +21.3% |
| Q4 2021 | $248,000 | +8.8% | 6,971 | 0.0% | 0.09% | -8.2% |
| Q3 2021 | $228,000 | -1.3% | 6,971 | 0.0% | 0.10% | -21.1% |
| Q2 2021 | $231,000 | -9.1% | 6,971 | -10.2% | 0.12% | +1.7% |
| Q1 2021 | $254,000 | +10.4% | 7,761 | 0.0% | 0.12% | +1.7% |
| Q4 2020 | $230,000 | +13.9% | 7,761 | 0.0% | 0.12% | +4.4% |
| Q3 2020 | $202,000 | -20.2% | 7,761 | 0.0% | 0.11% | -32.5% |
| Q4 2019 | $253,000 | – | 7,761 | – | 0.17% | – |
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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% |