FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 337 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,421,227 | +12.0% | 341,544 | +13.9% | 10.34% | +20.2% |
| Q2 2023 | $10,198,574 | +65.7% | 299,870 | +72.9% | 8.61% | +44.1% |
| Q1 2023 | $6,155,831 | -47.8% | 173,399 | -46.2% | 5.97% | -54.4% |
| Q4 2022 | $11,786,837 | +13.8% | 322,397 | +0.0% | 13.09% | +1.9% |
| Q3 2022 | $10,358,000 | -7.3% | 322,385 | +1.7% | 12.84% | -6.1% |
| Q2 2022 | $11,170,000 | – | 317,149 | – | 13.68% | – |
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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% |