FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 349 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
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% | – |
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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% |