FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 173 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $62,681 | -1.7% | 1,875 | 0.0% | 0.04% | -9.8% |
Q2 2023 | $63,750 | -4.2% | 1,875 | 0.0% | 0.04% | 0.0% |
Q1 2023 | $66,562 | -2.9% | 1,875 | 0.0% | 0.04% | -2.4% |
Q4 2022 | $68,550 | +14.2% | 1,875 | 0.0% | 0.04% | +5.0% |
Q3 2022 | $60,000 | -9.1% | 1,875 | 0.0% | 0.04% | -7.0% |
Q2 2022 | $66,000 | -5.7% | 1,875 | 0.0% | 0.04% | +2.4% |
Q1 2022 | $70,000 | +4.5% | 1,875 | 0.0% | 0.04% | +2.4% |
Q4 2021 | $67,000 | +9.8% | 1,875 | 0.0% | 0.04% | 0.0% |
Q3 2021 | $61,000 | -1.6% | 1,875 | 0.0% | 0.04% | 0.0% |
Q2 2021 | $62,000 | +1.6% | 1,875 | 0.0% | 0.04% | -2.4% |
Q1 2021 | $61,000 | +10.9% | 1,875 | 0.0% | 0.04% | +2.4% |
Q4 2020 | $55,000 | +12.2% | 1,875 | 0.0% | 0.04% | -2.4% |
Q3 2020 | $49,000 | +2.1% | 1,875 | 0.0% | 0.04% | +2.4% |
Q2 2020 | $48,000 | +14.3% | 1,875 | 0.0% | 0.04% | +5.1% |
Q1 2020 | $42,000 | -31.1% | 1,875 | 0.0% | 0.04% | -11.4% |
Q4 2019 | $61,000 | +5.2% | 1,875 | 0.0% | 0.04% | -2.2% |
Q3 2019 | $58,000 | +1.8% | 1,875 | 0.0% | 0.04% | -2.2% |
Q2 2019 | $57,000 | 0.0% | 1,875 | 0.0% | 0.05% | +7.0% |
Q1 2019 | $57,000 | +11.8% | 1,875 | 0.0% | 0.04% | +4.9% |
Q4 2018 | $51,000 | -8.9% | 1,875 | 0.0% | 0.04% | +10.8% |
Q3 2018 | $56,000 | +3.7% | 1,875 | 0.0% | 0.04% | -2.6% |
Q2 2018 | $54,000 | +1.9% | 1,875 | 0.0% | 0.04% | 0.0% |
Q1 2018 | $53,000 | -5.4% | 1,875 | 0.0% | 0.04% | +5.6% |
Q4 2017 | $56,000 | +3.7% | 1,875 | 0.0% | 0.04% | +2.9% |
Q3 2017 | $54,000 | +1.9% | 1,875 | 0.0% | 0.04% | +2.9% |
Q2 2017 | $53,000 | -1.9% | 1,875 | 0.0% | 0.03% | 0.0% |
Q1 2017 | $54,000 | +3.8% | 1,875 | 0.0% | 0.03% | +9.7% |
Q4 2016 | $52,000 | – | 1,875 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HC Advisors, LLC | 306,438 | $10,897,000 | 6.69% |
HFG Advisors, Inc. | 148,608 | $5,284,000 | 5.95% |
Southland Equity Partners LLC | 381,647 | $13,571,362 | 5.57% |
Key Client Fiduciary Advisors, LLC | 130,852 | $4,653,000 | 3.84% |
SHEPHERD KAPLAN KROCHUK, LLC | 187,255 | $6,659,000 | 2.40% |
PROVENCE WEALTH MANAGEMENT GROUP | 44,809 | $1,593,000 | 1.80% |
Harvest Investment Services, LLC | 102,294 | $3,637,000 | 1.53% |
Total Clarity Wealth Management, Inc. | 85,828 | $3,052,000 | 1.39% |
Leelyn Smith, LLC | 135,992 | $4,836,000 | 1.29% |
Quad-Cities Investment Group, LLC | 54,284 | $1,930,000 | 1.20% |