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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |