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 | $133,559 | -1.7% | 3,994 | 0.0% | 0.09% | +5.9% |
| Q2 2023 | $135,835 | -4.2% | 3,994 | 0.0% | 0.08% | -11.5% |
| Q1 2023 | $141,787 | -2.2% | 3,994 | 0.0% | 0.10% | -14.3% |
| Q4 2022 | $145,022 | +9.9% | 3,994 | 0.0% | 0.11% | +8.7% |
| Q3 2022 | $132,000 | -6.4% | 3,994 | 0.0% | 0.10% | +1.0% |
| Q2 2022 | $141,000 | -6.6% | 3,994 | 0.0% | 0.10% | +9.7% |
| Q1 2022 | $151,000 | +6.3% | 3,994 | 0.0% | 0.09% | +10.7% |
| Q4 2021 | $142,000 | +7.6% | 3,994 | 0.0% | 0.08% | +3.7% |
| Q3 2021 | $132,000 | -30.2% | 3,994 | -29.9% | 0.08% | -29.6% |
| Q2 2021 | $189,000 | +1.1% | 5,694 | 0.0% | 0.12% | -0.9% |
| Q1 2021 | $187,000 | +9.4% | 5,694 | 0.0% | 0.12% | +10.5% |
| Q4 2020 | $171,000 | +15.5% | 5,694 | 0.0% | 0.10% | +1.9% |
| Q3 2020 | $148,000 | -17.3% | 5,694 | -19.2% | 0.10% | -44.0% |
| Q2 2020 | $179,000 | +3.5% | 7,044 | 0.0% | 0.18% | +2.2% |
| Q1 2020 | $173,000 | -24.5% | 7,044 | 0.0% | 0.18% | +1.7% |
| Q4 2019 | $229,000 | – | 7,044 | – | 0.18% | – |
Download | ||||||
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% |