FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 175 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $34,123 | +5.5% | 899,621 | +7.0% | 0.05% | 0.0% |
Q1 2024 | $32,356 | -13.4% | 840,843 | -19.2% | 0.05% | -20.6% |
Q4 2023 | $37,348 | +2.0% | 1,040,912 | -4.9% | 0.07% | -10.5% |
Q3 2023 | $36,599 | -8.7% | 1,094,470 | -7.1% | 0.08% | -7.3% |
Q2 2023 | $40,078 | +6.0% | 1,178,413 | +10.7% | 0.08% | +3.8% |
Q1 2023 | $37,806 | +21.8% | 1,064,971 | +25.5% | 0.08% | +5.3% |
Q4 2022 | $31,033 | -99.8% | 848,834 | +94.3% | 0.08% | +108.3% |
Q3 2022 | $14,034,000 | +8.8% | 436,816 | +19.2% | 0.04% | +5.9% |
Q2 2022 | $12,902,000 | +62.9% | 366,327 | +73.2% | 0.03% | +88.9% |
Q1 2022 | $7,919,000 | +11.4% | 211,518 | +5.8% | 0.02% | +12.5% |
Q4 2021 | $7,108,000 | +20.9% | 199,911 | +11.4% | 0.02% | +6.7% |
Q3 2021 | $5,878,000 | -4.5% | 179,426 | -3.3% | 0.02% | -6.2% |
Q2 2021 | $6,154,000 | +6.9% | 185,475 | +5.5% | 0.02% | 0.0% |
Q1 2021 | $5,755,000 | +16.4% | 175,889 | +5.3% | 0.02% | +6.7% |
Q4 2020 | $4,944,000 | +24.1% | 167,087 | +9.3% | 0.02% | +7.1% |
Q3 2020 | $3,983,000 | -1.6% | 152,847 | -4.2% | 0.01% | -6.7% |
Q2 2020 | $4,047,000 | +0.8% | 159,620 | -11.2% | 0.02% | -21.1% |
Q1 2020 | $4,013,000 | -52.5% | 179,723 | -30.8% | 0.02% | -40.6% |
Q4 2019 | $8,455,000 | +11.8% | 259,540 | +6.5% | 0.03% | 0.0% |
Q3 2019 | $7,564,000 | +0.3% | 243,714 | -1.0% | 0.03% | -3.0% |
Q2 2019 | $7,540,000 | -1.5% | 246,112 | -3.0% | 0.03% | -5.7% |
Q1 2019 | $7,654,000 | +25.0% | 253,809 | +12.9% | 0.04% | +6.1% |
Q4 2018 | $6,123,000 | -4.2% | 224,789 | +4.8% | 0.03% | +6.5% |
Q3 2018 | $6,391,000 | -2.4% | 214,421 | -6.4% | 0.03% | -8.8% |
Q2 2018 | $6,551,000 | +3.5% | 229,136 | +2.2% | 0.03% | 0.0% |
Q1 2018 | $6,331,000 | -9.1% | 224,277 | -3.1% | 0.03% | -10.5% |
Q4 2017 | $6,965,000 | – | 231,487 | – | 0.04% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HC Advisors, LLC | 279,665 | $10,471,000 | 6.64% |
Southland Equity Partners LLC | 391,065 | $14,641,472 | 6.09% |
Key Client Fiduciary Advisors, LLC | 154,178 | $5,772,000 | 4.56% |
HFG Advisors, Inc. | 82,506 | $3,089,000 | 3.53% |
Fulcrum Equity Management | 158,515 | $5,935,000 | 3.52% |
Harvest Investment Services, LLC | 100,927 | $3,778,000 | 2.26% |
ICA Group Wealth Management, LLC | 297,745 | $11,502,000 | 2.19% |
PROVENCE WEALTH MANAGEMENT GROUP | 50,548 | $1,893,000 | 2.16% |
Total Clarity Wealth Management, Inc. | 75,761 | $2,836,000 | 1.56% |
Leelyn Smith, LLC | 141,278 | $5,289,000 | 1.38% |