FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 2 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $135,767 | -1.7% | 4,060 | 0.0% | 0.13% | +2.4% |
| Q2 2023 | $138,081 | -4.2% | 4,060 | 0.0% | 0.12% | -8.1% |
| Q1 2023 | $144,130 | -2.9% | 4,060 | 0.0% | 0.14% | -8.7% |
| Q4 2022 | $148,434 | +14.2% | 4,060 | 0.0% | 0.15% | +20.2% |
| Q3 2022 | $130,000 | -9.1% | 4,060 | 0.0% | 0.12% | -14.5% |
| Q2 2022 | $143,000 | -5.9% | 4,060 | 0.0% | 0.14% | +5.1% |
| Q1 2022 | $152,000 | +5.6% | 4,060 | 0.0% | 0.14% | +8.7% |
| Q4 2021 | $144,000 | +8.3% | 4,060 | 0.0% | 0.13% | +8.5% |
| Q3 2021 | $133,000 | -1.5% | 4,060 | 0.0% | 0.12% | -0.8% |
| Q2 2021 | $135,000 | – | 4,060 | – | 0.12% | – |
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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% |