FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 337 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,984,814 | -4.6% | 119,163 | -3.0% | 4.36% | -1.2% |
| Q2 2023 | $4,177,581 | -5.2% | 122,834 | -1.0% | 4.41% | -12.1% |
| Q1 2023 | $4,404,993 | -1.2% | 124,083 | +1.7% | 5.02% | -4.2% |
| Q4 2022 | $4,459,150 | +64.1% | 121,968 | +44.2% | 5.24% | +38.9% |
| Q3 2022 | $2,717,000 | -6.3% | 84,556 | +2.6% | 3.77% | -3.7% |
| Q2 2022 | $2,901,000 | -6.1% | 82,380 | -0.2% | 3.92% | +11.0% |
| Q1 2022 | $3,089,000 | -41.5% | 82,506 | -44.5% | 3.53% | -40.7% |
| Q4 2021 | $5,284,000 | – | 148,608 | – | 5.95% | – |
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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% |