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 Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $37,955 | -1.7% | 1,135 | 0.0% | 0.03% | +3.3% |
| Q2 2023 | $38,602 | -4.2% | 1,135 | 0.0% | 0.03% | -9.1% |
| Q1 2023 | $40,293 | -2.9% | 1,135 | 0.0% | 0.03% | -8.3% |
| Q4 2022 | $41,496 | +15.3% | 1,135 | 0.0% | 0.04% | +24.1% |
| Q3 2022 | $36,000 | -10.0% | 1,135 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $40,000 | -4.8% | 1,135 | 0.0% | 0.03% | +3.6% |
| Q1 2022 | $42,000 | +5.0% | 1,135 | 0.0% | 0.03% | +7.7% |
| Q4 2021 | $40,000 | +8.1% | 1,135 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $37,000 | -2.6% | 1,135 | 0.0% | 0.03% | -3.7% |
| Q2 2021 | $38,000 | +2.7% | 1,135 | 0.0% | 0.03% | -6.9% |
| Q1 2021 | $37,000 | +8.8% | 1,135 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $34,000 | – | 1,135 | – | 0.03% | – |
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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% |