FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 286 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
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 | 279,665 | $10,471,000 | 6.64% |
| Southland Equity Partners LLC | 391,065 | $14,641,472 | 6.09% |
| Key Client Fiduciary Advisors, LLC | 154,178 | $5,772,000 | 4.56% |
| HFG Advisors, Inc. | 82,506 | $3,089,000 | 3.53% |
| Fulcrum Equity Management | 158,515 | $5,935,000 | 3.52% |
| Harvest Investment Services, LLC | 100,927 | $3,778,000 | 2.26% |
| ICA Group Wealth Management, LLC | 297,745 | $11,502,000 | 2.19% |
| PROVENCE WEALTH MANAGEMENT GROUP | 50,548 | $1,893,000 | 2.16% |
| Total Clarity Wealth Management, Inc. | 75,761 | $2,836,000 | 1.56% |
| Leelyn Smith, LLC | 141,278 | $5,289,000 | 1.38% |