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 | $710,517 | -7.4% | 21,248 | -5.9% | 0.40% | -6.4% |
| Q2 2023 | $767,689 | -3.4% | 22,572 | +0.8% | 0.42% | +30.2% |
| Q1 2023 | $795,010 | +14.7% | 22,395 | +18.2% | 0.32% | -2.1% |
| Q4 2022 | $692,825 | +9797.5% | 18,950 | +9668.0% | 0.33% | +8200.0% |
| Q3 2022 | $7,000 | 0.0% | 194 | +1.0% | 0.00% | 0.0% |
| Q2 2022 | $7,000 | 0.0% | 192 | +1.1% | 0.00% | 0.0% |
| Q1 2022 | $7,000 | 0.0% | 190 | +0.5% | 0.00% | +33.3% |
| Q4 2021 | $7,000 | +16.7% | 189 | +2.2% | 0.00% | -25.0% |
| Q2 2021 | $6,000 | 0.0% | 185 | +1.1% | 0.00% | -20.0% |
| Q1 2021 | $6,000 | +20.0% | 183 | +1.1% | 0.01% | 0.0% |
| Q4 2020 | $5,000 | – | 181 | – | 0.01% | – |
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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% |