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 | $258,011 | +12.9% | 7,716 | +14.9% | 0.00% | – |
| Q2 2023 | $228,467 | -73.4% | 6,718 | -72.2% | 0.00% | – |
| Q1 2023 | $859,308 | +278.6% | 24,206 | +289.9% | 0.00% | – |
| Q4 2022 | $226,964 | +17.6% | 6,208 | +3.1% | 0.00% | – |
| Q3 2022 | $193,000 | -20.9% | 6,020 | -13.0% | 0.00% | – |
| Q2 2022 | $244,000 | +108.5% | 6,918 | +121.7% | 0.00% | – |
| Q1 2022 | $117,000 | +34.5% | 3,120 | +27.9% | 0.00% | – |
| Q4 2021 | $87,000 | +3.6% | 2,440 | -4.7% | 0.00% | – |
| Q3 2021 | $84,000 | -2.3% | 2,559 | -0.9% | 0.00% | – |
| Q2 2021 | $86,000 | +4.9% | 2,583 | +2.4% | 0.00% | – |
| Q1 2021 | $82,000 | +24.2% | 2,522 | +12.4% | 0.00% | – |
| Q4 2020 | $66,000 | +112.9% | 2,243 | +89.8% | 0.00% | – |
| Q3 2020 | $31,000 | +29.2% | 1,182 | +23.0% | 0.00% | – |
| Q2 2020 | $24,000 | -81.2% | 961 | -83.2% | 0.00% | – |
| Q1 2020 | $128,000 | -16.3% | 5,720 | +21.9% | 0.00% | – |
| Q4 2019 | $153,000 | +9.3% | 4,694 | +4.3% | 0.00% | – |
| Q3 2019 | $140,000 | +19.7% | 4,501 | +18.0% | 0.00% | – |
| Q2 2019 | $117,000 | -14.6% | 3,814 | -15.9% | 0.00% | – |
| Q1 2019 | $137,000 | – | 4,533 | +453200.0% | 0.00% | – |
| Q4 2018 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2018 | $0 | – | 1 | – | 0.00% | – |
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% |