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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,657,464 | -9.2% | 707,460 | -7.7% | 0.04% | -7.0% |
| Q2 2023 | $26,056,653 | -23.3% | 766,147 | -20.0% | 0.04% | -25.9% |
| Q1 2023 | $33,978,114 | -12.4% | 957,130 | -9.8% | 0.06% | -14.7% |
| Q4 2022 | $38,776,418 | +116.0% | 1,060,624 | +89.8% | 0.07% | +100.0% |
| Q3 2022 | $17,953,000 | +6.8% | 558,763 | +17.1% | 0.03% | +9.7% |
| Q2 2022 | $16,810,000 | +74.5% | 477,286 | +85.5% | 0.03% | +106.7% |
| Q1 2022 | $9,633,000 | +7.1% | 257,296 | +1.7% | 0.02% | +7.1% |
| Q4 2021 | $8,994,000 | +14.5% | 252,928 | +5.5% | 0.01% | +7.7% |
| Q3 2021 | $7,856,000 | -13.8% | 239,813 | -12.7% | 0.01% | -13.3% |
| Q2 2021 | $9,110,000 | -41.1% | 274,578 | -41.9% | 0.02% | -44.4% |
| Q1 2021 | $15,475,000 | +13.3% | 472,962 | +2.5% | 0.03% | +3.8% |
| Q4 2020 | $13,660,000 | +11.6% | 461,648 | -1.8% | 0.03% | -3.7% |
| Q3 2020 | $12,245,000 | -5.2% | 469,887 | -7.7% | 0.03% | -6.9% |
| Q2 2020 | $12,914,000 | -23.3% | 509,222 | -32.5% | 0.03% | -34.1% |
| Q1 2020 | $16,838,000 | -3.5% | 754,036 | +40.8% | 0.04% | +25.7% |
| Q4 2019 | $17,453,000 | – | 535,696 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Manor Financial, LLC | 317,149 | $11,170,000 | 13.68% |
| Spectrum Wealth Advisory Group, LLC | 244,066 | $8,596,000 | 9.58% |
| HC Advisors, LLC | 283,692 | $9,992,000 | 7.12% |
| Southland Equity Partners LLC | 396,146 | $13,952,261 | 6.37% |
| Key Client Fiduciary Advisors, LLC | 160,318 | $5,646,000 | 5.50% |
| HFG Advisors, Inc. | 82,380 | $2,901,000 | 3.92% |
| Pacific Wealth Management | 92,436 | $3,256,000 | 3.59% |
| Harvest Investment Services, LLC | 103,358 | $3,640,000 | 2.79% |
| Teamwork Financial Advisors, LLC | 360,687 | $12,703,000 | 2.77% |
| Fulcrum Equity Management | 86,161 | $3,035,000 | 2.45% |