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 | $9,464 | -1.7% | 283 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $9,625 | -4.2% | 283 | 0.0% | 0.00% | -25.0% |
| Q1 2023 | $10,046 | +10.5% | 283 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $9,093 | +1.0% | 283 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $9,000 | -10.0% | 283 | 0.0% | 0.00% | -20.0% |
| Q2 2022 | $10,000 | -9.1% | 283 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $11,000 | +10.0% | 283 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $10,000 | +11.1% | 283 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $9,000 | 0.0% | 283 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $9,000 | 0.0% | 283 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $9,000 | +12.5% | 283 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $8,000 | +100.0% | 283 | +58.1% | 0.01% | +50.0% |
| Q1 2020 | $4,000 | – | 179 | – | 0.00% | – |
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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% |