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 | $263,454 | -1.6% | 7,878 | +0.1% | 0.24% | +0.8% |
| Q2 2023 | $267,721 | -10.1% | 7,872 | -6.2% | 0.24% | -14.1% |
| Q1 2023 | $297,938 | -2.8% | 8,393 | +0.1% | 0.28% | -4.7% |
| Q4 2022 | $306,646 | +11.1% | 8,387 | -2.3% | 0.30% | +2.1% |
| Q3 2022 | $276,000 | -16.9% | 8,582 | -9.0% | 0.29% | -7.0% |
| Q2 2022 | $332,000 | -5.9% | 9,428 | +0.0% | 0.31% | +24.7% |
| Q1 2022 | $353,000 | +5.4% | 9,425 | +0.1% | 0.25% | +12.6% |
| Q4 2021 | $335,000 | +8.8% | 9,419 | +0.0% | 0.22% | -18.6% |
| Q3 2021 | $308,000 | -1.3% | 9,416 | +0.1% | 0.27% | +1.1% |
| Q2 2021 | $312,000 | – | 9,411 | – | 0.27% | – |
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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% |