FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 203 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $599,267 | -5.0% | 17,921 | -3.4% | 0.39% | -5.8% |
Q2 2023 | $631,044 | -7.2% | 18,555 | -3.2% | 0.42% | +4.0% |
Q1 2023 | $680,239 | -16.9% | 19,162 | -14.4% | 0.40% | -23.6% |
Q4 2022 | $818,529 | +14.3% | 22,389 | +0.4% | 0.52% | +4.6% |
Q3 2022 | $716,000 | -5.4% | 22,295 | +3.7% | 0.50% | +0.6% |
Q2 2022 | $757,000 | -21.6% | 21,493 | -16.6% | 0.50% | -11.0% |
Q1 2022 | $965,000 | -46.0% | 25,780 | -48.7% | 0.56% | -42.2% |
Q4 2021 | $1,788,000 | -1.1% | 50,271 | -7.7% | 0.96% | -25.4% |
Q2 2021 | $1,807,000 | +5.3% | 54,449 | +3.8% | 1.29% | -6.8% |
Q1 2021 | $1,716,000 | +21.4% | 52,453 | +13.4% | 1.38% | +116.4% |
Q4 2020 | $1,413,000 | – | 46,245 | – | 0.64% | – |
Download |
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% |