FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 279 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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 | 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% |