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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $210,000 | -5.8% | 5,966 | +0.3% | 0.12% | +1.7% |
| Q1 2022 | $223,000 | -33.0% | 5,948 | -36.5% | 0.12% | -36.8% |
| Q4 2021 | $333,000 | -89.8% | 9,363 | -90.6% | 0.18% | -90.8% |
| Q3 2021 | $3,264,000 | -4.0% | 99,626 | -2.8% | 1.98% | -8.1% |
| Q2 2021 | $3,400,000 | +0.7% | 102,458 | -0.8% | 2.16% | -5.9% |
| Q1 2021 | $3,378,000 | +6.9% | 103,242 | -3.4% | 2.29% | -7.7% |
| Q4 2020 | $3,161,000 | – | 106,842 | – | 2.48% | – |
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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% |