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 | $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 ↓ |
|---|---|---|---|
| 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% |