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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,023,643 | -2.9% | 28,835 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $1,054,208 | -15.9% | 28,835 | -26.1% | 0.00% | 0.0% |
| Q3 2022 | $1,254,000 | -22.7% | 39,035 | -15.2% | 0.00% | -50.0% |
| Q2 2022 | $1,622,000 | -5.6% | 46,048 | -12.7% | 0.00% | +100.0% |
| Q4 2019 | $1,718,000 | +122.0% | 52,735 | +111.5% | 0.00% | 0.0% |
| Q3 2019 | $774,000 | +193.2% | 24,930 | +189.2% | 0.00% | – |
| Q2 2019 | $264,000 | -86.6% | 8,621 | -86.8% | 0.00% | -100.0% |
| Q1 2019 | $1,967,000 | +864.2% | 65,192 | +771.2% | 0.00% | – |
| Q4 2018 | $204,000 | -87.2% | 7,483 | -86.0% | 0.00% | -100.0% |
| Q3 2018 | $1,592,000 | -12.9% | 53,423 | -16.4% | 0.00% | -50.0% |
| Q2 2018 | $1,827,000 | -41.3% | 63,903 | -42.0% | 0.00% | -33.3% |
| Q1 2018 | $3,112,000 | -53.5% | 110,258 | -50.4% | 0.00% | -50.0% |
| Q4 2017 | $6,687,000 | +92.8% | 222,255 | +86.0% | 0.01% | +100.0% |
| Q3 2017 | $3,468,000 | -32.0% | 119,506 | -34.1% | 0.00% | -40.0% |
| Q2 2017 | $5,103,000 | -10.4% | 181,415 | -8.2% | 0.01% | 0.0% |
| Q1 2017 | $5,694,000 | +15.6% | 197,636 | +11.4% | 0.01% | 0.0% |
| Q4 2016 | $4,925,000 | -48.8% | 177,464 | -49.7% | 0.01% | -44.4% |
| Q3 2016 | $9,625,000 | -11.7% | 352,977 | -13.1% | 0.01% | -25.0% |
| Q2 2016 | $10,903,000 | -1.9% | 406,378 | -6.2% | 0.01% | -7.7% |
| Q1 2016 | $11,118,000 | +1645.4% | 433,439 | +1511.8% | 0.01% | +1200.0% |
| Q4 2015 | $637,000 | -84.1% | 26,891 | -85.1% | 0.00% | -80.0% |
| Q3 2015 | $3,999,000 | +350.8% | 180,631 | +364.2% | 0.01% | +400.0% |
| Q2 2015 | $887,000 | +214.5% | 38,911 | +221.0% | 0.00% | – |
| Q1 2015 | $282,000 | -96.1% | 12,120 | -96.4% | 0.00% | -100.0% |
| Q4 2013 | $7,324,000 | +42.7% | 334,272 | +34.3% | 0.01% | +40.0% |
| Q2 2013 | $5,134,000 | – | 248,875 | – | 0.01% | – |
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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% |