FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 349 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,420,655 | +2.9% | 72,388 | +4.7% | 1.44% | +3.2% |
| Q2 2023 | $2,351,578 | +9.1% | 69,144 | +13.8% | 1.40% | +2.9% |
| Q1 2023 | $2,156,232 | +10.4% | 60,739 | +13.7% | 1.36% | +5.8% |
| Q4 2022 | $1,953,600 | +45.5% | 53,435 | +27.8% | 1.28% | +35.0% |
| Q3 2022 | $1,343,000 | -6.9% | 41,801 | +2.0% | 0.95% | +0.4% |
| Q2 2022 | $1,443,000 | +48.2% | 40,965 | +49.6% | 0.95% | +77.3% |
| Q4 2021 | $974,000 | -23.6% | 27,377 | -19.6% | 0.53% | -27.3% |
| Q1 2021 | $1,275,000 | – | 34,042 | – | 0.74% | – |
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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% |