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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $830,352 | +1.0% | 24,831 | +2.7% | 0.53% | +4.4% |
| Q2 2023 | $822,334 | -0.7% | 24,179 | +3.7% | 0.50% | -9.5% |
| Q1 2023 | $828,064 | -2.5% | 23,326 | +0.4% | 0.56% | -13.5% |
| Q4 2022 | $849,014 | +0.2% | 23,222 | -10.2% | 0.64% | -23.4% |
| Q3 2022 | $847,000 | 0.0% | 25,853 | 0.0% | 0.84% | 0.0% |
| Q2 2022 | $847,000 | +39.1% | 25,853 | +58.9% | 0.84% | +68.7% |
| Q1 2022 | $609,000 | -34.2% | 16,272 | -37.5% | 0.50% | -34.7% |
| Q4 2021 | $926,000 | +9.3% | 26,045 | +0.7% | 0.76% | -9.3% |
| Q3 2021 | $847,000 | +43.3% | 25,853 | +45.3% | 0.84% | +45.9% |
| Q2 2021 | $591,000 | -3.6% | 17,797 | 0.0% | 0.58% | -5.3% |
| Q1 2021 | $613,000 | +15.0% | 17,797 | -1.3% | 0.61% | +19.4% |
| Q4 2020 | $533,000 | – | 18,023 | – | 0.51% | – |
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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% |