FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 203 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $36,000 | +5.9% | 1,000 | 0.0% | 0.02% | +11.8% |
| Q3 2021 | $34,000 | +3.0% | 1,000 | 0.0% | 0.02% | -5.6% |
| Q2 2021 | $33,000 | 0.0% | 1,000 | 0.0% | 0.02% | -5.3% |
| Q1 2021 | $33,000 | -23.3% | 1,000 | -31.0% | 0.02% | -29.6% |
| Q4 2020 | $43,000 | -48.8% | 1,450 | -53.2% | 0.03% | -55.0% |
| Q3 2020 | $84,000 | -38.7% | 3,100 | -42.4% | 0.06% | -48.7% |
| Q2 2020 | $137,000 | -6.8% | 5,380 | -11.4% | 0.12% | -20.4% |
| Q1 2020 | $147,000 | -30.3% | 6,073 | -6.1% | 0.15% | -23.0% |
| Q4 2019 | $211,000 | – | 6,466 | – | 0.19% | – |
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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% |