FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 279 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $269,827 | -64.2% | 8,069 | -63.6% | 0.03% | -63.2% |
| Q2 2023 | $753,628 | -16.2% | 22,159 | -12.6% | 0.09% | -20.9% |
| Q1 2023 | $899,854 | +19.0% | 25,348 | +22.5% | 0.11% | +15.8% |
| Q4 2022 | $756,353 | +108.4% | 20,688 | +83.3% | 0.10% | +90.0% |
| Q3 2022 | $363,000 | +55.8% | 11,284 | +70.9% | 0.05% | -5.7% |
| Q2 2022 | $233,000 | -30.0% | 6,604 | -35.4% | 0.05% | -56.2% |
| Q4 2019 | $333,000 | – | 10,229 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HC Advisors, LLC | 306,438 | $10,897,000 | 6.69% |
| HFG Advisors, Inc. | 148,608 | $5,284,000 | 5.95% |
| Southland Equity Partners LLC | 381,647 | $13,571,362 | 5.57% |
| Key Client Fiduciary Advisors, LLC | 130,852 | $4,653,000 | 3.84% |
| SHEPHERD KAPLAN KROCHUK, LLC | 187,255 | $6,659,000 | 2.40% |
| PROVENCE WEALTH MANAGEMENT GROUP | 44,809 | $1,593,000 | 1.80% |
| Harvest Investment Services, LLC | 102,294 | $3,637,000 | 1.53% |
| Total Clarity Wealth Management, Inc. | 85,828 | $3,052,000 | 1.39% |
| Leelyn Smith, LLC | 135,992 | $4,836,000 | 1.29% |
| Quad-Cities Investment Group, LLC | 54,284 | $1,930,000 | 1.20% |