FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 215 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $377,237 | -1.7% | 11,281 | 0.0% | 0.15% | -5.6% |
| Q2 2023 | $383,667 | -18.7% | 11,281 | -15.1% | 0.16% | -29.6% |
| Q1 2023 | $471,792 | -64.4% | 13,290 | -63.4% | 0.23% | -64.8% |
| Q4 2022 | $1,326,524 | -93.1% | 36,283 | -93.9% | 0.65% | -94.0% |
| Q3 2022 | $19,233,000 | +1378.3% | 598,591 | +1407.4% | 10.84% | +1628.1% |
| Q3 2021 | $1,301,000 | -5.2% | 39,710 | -4.1% | 0.63% | -6.0% |
| Q2 2021 | $1,373,000 | +9.0% | 41,390 | +7.3% | 0.67% | -4.2% |
| Q1 2021 | $1,260,000 | +223.1% | 38,565 | +192.6% | 0.70% | +202.6% |
| Q4 2020 | $390,000 | -82.8% | 13,180 | -81.1% | 0.23% | -92.1% |
| Q4 2019 | $2,267,000 | – | 69,583 | – | 2.91% | – |
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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% |