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 Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $266,746 | -2.2% | 7,977 | -0.5% | 0.01% | 0.0% |
Q2 2023 | $272,756 | -0.9% | 8,020 | +3.4% | 0.01% | -9.1% |
Q1 2023 | $275,296 | +108284.3% | 7,755 | +11.6% | 0.01% | -21.4% |
Q4 2022 | $254 | -99.6% | 6,952 | +277.0% | 0.01% | +250.0% |
Q3 2022 | $59,000 | -53.5% | 1,844 | -49.0% | 0.00% | -20.0% |
Q2 2022 | $127,000 | -80.3% | 3,616 | -79.0% | 0.01% | -70.6% |
Q1 2022 | $644,000 | +4.7% | 17,189 | -0.5% | 0.02% | +21.4% |
Q4 2021 | $615,000 | -26.9% | 17,283 | -32.7% | 0.01% | -36.4% |
Q3 2021 | $841,000 | +35.6% | 25,673 | +37.4% | 0.02% | +29.4% |
Q2 2021 | $620,000 | -2.2% | 18,691 | -3.5% | 0.02% | 0.0% |
Q1 2021 | $634,000 | – | 19,376 | – | 0.02% | – |
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% |