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 Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $263,580 | -1.7% | 7,882 | 0.0% | 0.08% | -12.5% |
Q2 2023 | $268,073 | -3.8% | 7,882 | +0.4% | 0.09% | +3.5% |
Q1 2023 | $278,569 | -2.9% | 7,847 | 0.0% | 0.08% | +1.2% |
Q4 2022 | $286,886 | +13.8% | 7,847 | 0.0% | 0.08% | +12.0% |
Q3 2022 | $252,000 | -15.7% | 7,847 | -7.5% | 0.08% | -10.7% |
Q2 2022 | $299,000 | -5.1% | 8,482 | +0.7% | 0.08% | +6.3% |
Q1 2022 | $315,000 | -33.0% | 8,425 | -36.0% | 0.08% | -43.2% |
Q4 2021 | $470,000 | +9.6% | 13,160 | +0.5% | 0.14% | -4.1% |
Q3 2021 | $429,000 | -0.9% | 13,099 | +0.3% | 0.14% | 0.0% |
Q2 2021 | $433,000 | -2.5% | 13,058 | -3.7% | 0.14% | -19.4% |
Q1 2021 | $444,000 | +2.1% | 13,566 | -7.8% | 0.18% | -1.6% |
Q4 2020 | $435,000 | – | 14,712 | – | 0.18% | – |
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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% |