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 | $381,818 | -1.7% | 11,418 | 0.0% | 0.19% | +1.6% |
| Q2 2023 | $388,326 | -4.2% | 11,418 | 0.0% | 0.19% | -8.7% |
| Q1 2023 | $405,339 | -2.9% | 11,418 | 0.0% | 0.21% | -4.1% |
| Q4 2022 | $417,442 | +13.7% | 11,418 | 0.0% | 0.22% | +4.3% |
| Q3 2022 | $367,000 | -9.8% | 11,418 | -0.0% | 0.21% | -5.5% |
| Q2 2022 | $407,000 | -4.9% | 11,419 | 0.0% | 0.22% | +6.3% |
| Q1 2022 | $428,000 | +5.4% | 11,419 | 0.0% | 0.21% | +7.3% |
| Q4 2021 | $406,000 | +8.6% | 11,419 | 0.0% | 0.19% | -4.9% |
| Q3 2021 | $374,000 | -1.3% | 11,419 | 0.0% | 0.20% | +2.5% |
| Q2 2021 | $379,000 | +1.3% | 11,419 | 0.0% | 0.20% | -6.2% |
| Q1 2021 | $374,000 | +10.7% | 11,419 | 0.0% | 0.21% | +1.0% |
| Q4 2020 | $338,000 | – | 11,419 | – | 0.21% | – |
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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% |