FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 337 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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% | – |
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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% |