FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 216 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $71,118 | -1.4% | 1,875 | 0.0% | 0.04% | -2.7% |
| Q1 2024 | $72,131 | +7.2% | 1,875 | 0.0% | 0.04% | +8.8% |
| Q4 2023 | $67,275 | +7.3% | 1,875 | 0.0% | 0.03% | -8.1% |
| 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% | – |
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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% |