FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 349 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $18,501 | -92.4% | 544 | -91.9% | 0.00% | -100.0% |
| Q4 2022 | $244,367 | -5.6% | 6,684 | -15.8% | 0.01% | -16.7% |
| Q4 2019 | $259,000 | +5.3% | 7,936 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $246,000 | +7.9% | 7,936 | +6.7% | 0.01% | +20.0% |
| Q2 2019 | $228,000 | +1.8% | 7,436 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $224,000 | +10.9% | 7,436 | 0.0% | 0.01% | -16.7% |
| Q4 2018 | $202,000 | -27.6% | 7,436 | -20.4% | 0.01% | -14.3% |
| Q3 2018 | $279,000 | -7.3% | 9,337 | -11.4% | 0.01% | -12.5% |
| Q2 2018 | $301,000 | +36.2% | 10,541 | +34.6% | 0.01% | +33.3% |
| Q1 2018 | $221,000 | -16.3% | 7,831 | -10.6% | 0.01% | -14.3% |
| Q4 2017 | $264,000 | +3.9% | 8,764 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $254,000 | +3.3% | 8,764 | 0.0% | 0.01% | -12.5% |
| Q2 2017 | $246,000 | -14.0% | 8,764 | -11.6% | 0.01% | -11.1% |
| Q1 2017 | $286,000 | +4.0% | 9,914 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $275,000 | +3.8% | 9,914 | +2.1% | 0.01% | 0.0% |
| Q3 2016 | $265,000 | +8.6% | 9,714 | +6.6% | 0.01% | 0.0% |
| Q2 2016 | $244,000 | +4.3% | 9,114 | 0.0% | 0.01% | +12.5% |
| Q1 2016 | $234,000 | +8.3% | 9,114 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $216,000 | +7.5% | 9,114 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $201,000 | -3.4% | 9,114 | 0.0% | 0.01% | +14.3% |
| Q2 2015 | $208,000 | – | 9,114 | – | 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% |