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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $233,043 | -36.7% | 6,852 | -34.0% | 0.11% | -36.3% |
| Q1 2023 | $368,374 | +52.6% | 10,377 | +57.2% | 0.17% | +83.9% |
| Q4 2022 | $241,367 | +10.7% | 6,602 | -2.9% | 0.09% | -25.6% |
| Q3 2022 | $218,000 | +1.4% | 6,796 | -29.4% | 0.12% | +135.8% |
| Q1 2020 | $215,000 | -31.1% | 9,620 | +0.4% | 0.05% | -15.9% |
| Q4 2019 | $312,000 | +15.1% | 9,582 | +9.7% | 0.06% | +5.0% |
| Q3 2019 | $271,000 | +9.3% | 8,731 | +7.9% | 0.06% | -14.3% |
| Q2 2019 | $248,000 | -4.2% | 8,093 | -5.9% | 0.07% | -11.4% |
| Q1 2019 | $259,000 | +151.5% | 8,601 | +156.3% | 0.08% | +203.8% |
| Q4 2017 | $103,000 | – | 3,356 | – | 0.03% | – |
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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% |