FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 286 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,129,933 | -5.9% | 183,311 | -4.3% | 0.80% | -2.1% |
Q2 2023 | $6,517,113 | -6.8% | 191,623 | -2.7% | 0.81% | -12.2% |
Q1 2023 | $6,993,994 | -4.0% | 197,014 | -1.1% | 0.93% | -9.6% |
Q4 2022 | $7,284,908 | +48.2% | 199,259 | +30.3% | 1.02% | +28.5% |
Q3 2022 | $4,914,000 | -3.3% | 152,949 | +5.9% | 0.80% | +0.6% |
Q2 2022 | $5,084,000 | -4.6% | 144,361 | +1.4% | 0.79% | +6.2% |
Q1 2022 | $5,330,000 | +16.0% | 142,354 | +10.1% | 0.75% | +14.6% |
Q4 2021 | $4,596,000 | +8.3% | 129,260 | -0.3% | 0.65% | -1.5% |
Q3 2021 | $4,245,000 | -1.8% | 129,587 | -0.5% | 0.66% | -2.5% |
Q2 2021 | $4,322,000 | +3.1% | 130,250 | +1.7% | 0.68% | -0.6% |
Q1 2021 | $4,192,000 | +9.9% | 128,119 | -0.6% | 0.68% | +0.1% |
Q4 2020 | $3,813,000 | +11.4% | 128,863 | -1.9% | 0.68% | +5.4% |
Q3 2020 | $3,422,000 | +0.6% | 131,305 | -2.1% | 0.65% | -6.5% |
Q2 2020 | $3,401,000 | – | 134,092 | – | 0.69% | – |
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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% |