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 | $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% | – |
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% |