FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 234 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $346,299 | -7.3% | 10,587 | +0.0% | 0.23% | -2.1% |
| Q2 2023 | $373,751 | -0.5% | 10,585 | +0.0% | 0.24% | -12.9% |
| Q1 2023 | $375,669 | -2.9% | 10,582 | +0.0% | 0.27% | +0.4% |
| Q4 2022 | $386,825 | +1.8% | 10,581 | -10.6% | 0.27% | -5.3% |
| Q3 2022 | $380,000 | -8.9% | 11,829 | +0.0% | 0.28% | -20.6% |
| Q2 2022 | $417,000 | -5.9% | 11,826 | +0.0% | 0.36% | +5.0% |
| Q1 2022 | $443,000 | +2.3% | 11,825 | +0.0% | 0.34% | +6.2% |
| Q4 2021 | $433,000 | +11.9% | 11,824 | +0.0% | 0.32% | -3.9% |
| Q3 2021 | $387,000 | +0.3% | 11,821 | +1.6% | 0.34% | -2.9% |
| Q2 2021 | $386,000 | – | 11,640 | – | 0.34% | – |
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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% |