FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 215 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,354,629 | -30.7% | 309,648 | -29.5% | 0.10% | -32.0% |
| Q2 2023 | $14,938,654 | -57.6% | 439,243 | -55.7% | 0.15% | -60.7% |
| Q1 2023 | $35,213,135 | -8.7% | 991,919 | -6.0% | 0.38% | +11.4% |
| Q4 2022 | $38,572,189 | -99.9% | 1,055,038 | -36.4% | 0.34% | +20.4% |
| Q3 2022 | $26,693,667,000 | +118876.9% | 1,659,922 | +160.6% | 0.28% | +23.4% |
| Q2 2022 | $22,436,000 | +281.0% | 637,011 | +305.0% | 0.23% | +278.7% |
| Q1 2022 | $5,888,000 | +54.4% | 157,273 | +46.6% | 0.06% | +56.4% |
| Q4 2021 | $3,814,000 | -1.8% | 107,251 | -9.5% | 0.04% | 0.0% |
| Q3 2021 | $3,884,000 | +10.0% | 118,567 | +11.5% | 0.04% | -2.5% |
| Q2 2021 | $3,530,000 | -7.6% | 106,381 | -8.8% | 0.04% | -16.7% |
| Q1 2021 | $3,819,000 | -0.1% | 116,704 | -10.5% | 0.05% | +9.1% |
| Q4 2020 | $3,822,000 | -99.9% | 130,441 | -6.3% | 0.04% | -34.3% |
| Q3 2020 | $3,605,000,000 | – | 139,281 | – | 0.07% | – |
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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% |