FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 190 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $23 | -99.9% | 1 | -99.9% | 0.00% | -100.0% |
| Q1 2023 | $28,935 | -57.7% | 815 | -56.4% | 0.02% | -61.5% |
| Q4 2022 | $68,393 | +71.0% | 1,871 | +52.1% | 0.04% | +62.5% |
| Q3 2022 | $40,000 | -52.9% | 1,230 | -48.8% | 0.02% | -54.7% |
| Q2 2022 | $85,000 | -54.5% | 2,400 | -52.0% | 0.05% | -42.4% |
| Q1 2022 | $187,000 | +5.1% | 5,000 | 0.0% | 0.09% | +9.5% |
| Q4 2021 | $178,000 | +8.5% | 5,000 | 0.0% | 0.08% | -17.6% |
| Q3 2021 | $164,000 | -1.2% | 5,000 | 0.0% | 0.10% | 0.0% |
| Q2 2021 | $166,000 | +1.2% | 5,000 | 0.0% | 0.10% | -15.7% |
| Q1 2021 | $164,000 | +10.8% | 5,000 | 0.0% | 0.12% | -0.8% |
| Q4 2020 | $148,000 | +13.8% | 5,000 | 0.0% | 0.12% | -4.7% |
| Q3 2020 | $130,000 | – | 5,000 | – | 0.13% | – |
Download | ||||||
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% |