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 | $6,485,724 | -13.5% | 193,950 | -12.1% | 0.09% | -10.8% |
| Q2 2023 | $7,501,791 | -25.8% | 220,552 | -22.5% | 0.10% | -31.5% |
| Q1 2023 | $10,105,020 | +8.0% | 284,648 | +11.2% | 0.15% | -0.7% |
| Q4 2022 | $9,360,758 | +104.4% | 256,038 | +79.6% | 0.15% | +89.9% |
| Q3 2022 | $4,580,082 | +12.9% | 142,555 | +23.7% | 0.08% | +3.9% |
| Q2 2022 | $4,057,000 | +265.2% | 115,207 | +288.2% | 0.08% | +322.2% |
| Q1 2022 | $1,111,000 | – | 29,675 | – | 0.02% | – |
Download | ||||||
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% |