FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 282 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,320,991 | -5.0% | 61,191 | -3.7% | 0.01% | -6.7% |
| Q1 2024 | $2,444,343 | +5.5% | 63,522 | -1.7% | 0.02% | -6.2% |
| Q4 2023 | $2,317,764 | -4.0% | 64,598 | -10.5% | 0.02% | -11.1% |
| Q3 2023 | $2,414,785 | -19.4% | 72,212 | -18.0% | 0.02% | -18.2% |
| Q2 2023 | $2,995,287 | -23.4% | 88,071 | -20.0% | 0.02% | -29.0% |
| Q1 2023 | $3,909,820 | +57.3% | 110,136 | +62.0% | 0.03% | +55.0% |
| Q4 2022 | $2,485,000 | +30.6% | 67,973 | +14.8% | 0.02% | +17.6% |
| Q3 2022 | $1,903,000 | +32.5% | 59,228 | +45.3% | 0.02% | +41.7% |
| Q2 2022 | $1,436,000 | +58.1% | 40,776 | +68.0% | 0.01% | +100.0% |
| Q1 2022 | $908,000 | +5.2% | 24,265 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $863,000 | +33.6% | 24,265 | +23.0% | 0.01% | +20.0% |
| Q3 2021 | $646,000 | -0.3% | 19,730 | +1.0% | 0.01% | 0.0% |
| Q2 2021 | $648,000 | -4.6% | 19,525 | -5.9% | 0.01% | -16.7% |
| Q1 2021 | $679,000 | +10.6% | 20,750 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $614,000 | – | 20,750 | – | 0.01% | – |
Download | ||||||
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% |