FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 234 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,087,014 | -7.1% | 122,219 | -5.5% | 0.05% | +4.3% |
| Q2 2023 | $4,399,443 | -10.8% | 129,357 | -6.9% | 0.05% | -23.0% |
| Q1 2023 | $4,930,479 | +5.9% | 138,887 | +9.1% | 0.06% | -62.6% |
| Q4 2022 | $4,653,917 | +53.8% | 127,295 | +35.1% | 0.16% | +35.8% |
| Q3 2022 | $3,026,000 | +80.2% | 94,194 | +97.6% | 0.12% | +79.1% |
| Q2 2022 | $1,679,000 | +553.3% | 47,671 | +595.2% | 0.07% | +644.4% |
| Q1 2022 | $257,000 | -19.9% | 6,857 | -36.8% | 0.01% | -40.0% |
| Q4 2020 | $321,000 | +11.1% | 10,856 | -2.3% | 0.02% | 0.0% |
| Q3 2020 | $289,000 | +7.0% | 11,108 | +4.1% | 0.02% | 0.0% |
| Q2 2020 | $270,000 | +13.9% | 10,666 | +0.7% | 0.02% | -6.2% |
| Q1 2020 | $237,000 | +1294.1% | 10,595 | +1910.4% | 0.02% | +1500.0% |
| Q4 2019 | $17,000 | – | 527 | – | 0.00% | – |
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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% |