FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 215 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36,122,056 | +3.8% | 1,080,205 | +5.6% | 9.75% | +4.8% |
| Q2 2023 | $34,793,116 | +8.6% | 1,023,026 | +13.3% | 9.31% | +2.5% |
| Q1 2023 | $32,045,269 | +39.0% | 902,684 | +43.2% | 9.08% | +32.0% |
| Q4 2022 | $23,050,760 | +513.9% | 630,491 | +439.4% | 6.88% | +441.0% |
| Q3 2022 | $3,755,000 | +838.8% | 116,884 | +930.5% | 1.27% | +871.0% |
| Q2 2022 | $400,000 | +284.6% | 11,343 | +259.0% | 0.13% | +297.0% |
| Q3 2021 | $104,000 | – | 3,160 | – | 0.03% | – |
Download | ||||||
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% |