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 | $13,376 | -1.7% | 400 | 0.0% | 0.00% | – |
| Q2 2023 | $13,604 | -4.2% | 400 | 0.0% | 0.00% | – |
| Q1 2023 | $14,200 | -2.9% | 400 | 0.0% | 0.00% | – |
| Q4 2022 | $14,624 | +12.5% | 400 | 0.0% | 0.00% | – |
| Q3 2022 | $13,000 | -7.1% | 400 | 0.0% | 0.00% | – |
| Q2 2022 | $14,000 | -6.7% | 400 | 0.0% | 0.00% | – |
| Q1 2022 | $15,000 | +7.1% | 400 | 0.0% | 0.00% | – |
| Q4 2021 | $14,000 | +7.7% | 400 | 0.0% | 0.00% | – |
| Q3 2021 | $13,000 | 0.0% | 400 | 0.0% | 0.00% | – |
| Q2 2021 | $13,000 | 0.0% | 400 | 0.0% | 0.00% | – |
| Q1 2021 | $13,000 | +8.3% | 400 | 0.0% | 0.00% | – |
| Q4 2020 | $12,000 | +20.0% | 400 | 0.0% | 0.00% | – |
| Q3 2020 | $10,000 | 0.0% | 400 | 0.0% | 0.00% | – |
| Q2 2020 | $10,000 | +11.1% | 400 | 0.0% | 0.00% | – |
| Q1 2020 | $9,000 | -30.8% | 400 | 0.0% | 0.00% | – |
| Q4 2019 | $13,000 | +8.3% | 400 | 0.0% | 0.00% | – |
| Q3 2019 | $12,000 | -97.2% | 400 | -97.1% | 0.00% | -100.0% |
| Q2 2019 | $423,000 | +306.7% | 13,798 | +299.5% | 0.00% | +200.0% |
| Q1 2019 | $104,000 | +10.6% | 3,454 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $94,000 | -8.7% | 3,454 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $103,000 | +415.0% | 3,454 | +404.2% | 0.00% | – |
| Q2 2018 | $20,000 | +5.3% | 685 | 0.0% | 0.00% | – |
| Q1 2018 | $19,000 | -50.0% | 685 | -45.7% | 0.00% | – |
| Q4 2017 | $38,000 | -11.6% | 1,261 | -15.4% | 0.00% | – |
| Q3 2017 | $43,000 | +2.4% | 1,491 | 0.0% | 0.00% | – |
| Q2 2017 | $42,000 | -10.6% | 1,491 | -8.0% | 0.00% | – |
| Q1 2017 | $47,000 | -40.5% | 1,621 | -42.8% | 0.00% | -100.0% |
| Q4 2016 | $79,000 | +68.1% | 2,832 | +65.3% | 0.00% | – |
| Q3 2016 | $47,000 | +4.4% | 1,713 | +1.6% | 0.00% | – |
| Q2 2016 | $45,000 | +60.7% | 1,686 | +51.9% | 0.00% | – |
| Q1 2016 | $28,000 | -12.5% | 1,110 | -17.5% | 0.00% | – |
| Q4 2015 | $32,000 | -28.9% | 1,345 | -34.4% | 0.00% | – |
| Q3 2015 | $45,000 | -4.3% | 2,051 | 0.0% | 0.00% | – |
| Q2 2015 | $47,000 | +51.6% | 2,051 | +52.5% | 0.00% | – |
| Q1 2015 | $31,000 | -3.1% | 1,345 | 0.0% | 0.00% | – |
| Q4 2014 | $32,000 | +3.2% | 1,345 | 0.0% | 0.00% | – |
| Q3 2014 | $31,000 | -3.1% | 1,345 | 0.0% | 0.00% | – |
| Q2 2014 | $32,000 | +39.1% | 1,345 | +34.5% | 0.00% | – |
| Q1 2014 | $23,000 | +4.5% | 1,000 | 0.0% | 0.00% | – |
| Q4 2013 | $22,000 | +4.8% | 1,000 | 0.0% | 0.00% | – |
| Q3 2013 | $21,000 | 0.0% | 1,000 | 0.0% | 0.00% | – |
| Q2 2013 | $21,000 | – | 1,000 | – | 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% |