FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 190 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $65,467,000 | -9.0% | 1,957,769 | -7.5% | 0.02% | -5.3% |
| Q2 2023 | $71,979,000 | -6.3% | 2,116,466 | -2.2% | 0.02% | -13.6% |
| Q1 2023 | $76,843,000 | +21.3% | 2,164,599 | +24.9% | 0.02% | +22.2% |
| Q4 2022 | $63,347,000 | +38.7% | 1,732,694 | +21.9% | 0.02% | +28.6% |
| Q3 2022 | $45,664,000 | +86.2% | 1,421,256 | +104.2% | 0.01% | +100.0% |
| Q2 2022 | $24,519,000 | +46.5% | 696,148 | +55.8% | 0.01% | +75.0% |
| Q1 2022 | $16,734,000 | +18.3% | 446,937 | +12.3% | 0.00% | +33.3% |
| Q4 2021 | $14,147,000 | -1.5% | 397,834 | -9.3% | 0.00% | -25.0% |
| Q3 2021 | $14,366,000 | -0.7% | 438,533 | +0.5% | 0.00% | 0.0% |
| Q2 2021 | $14,474,000 | +10.9% | 436,256 | +9.4% | 0.00% | 0.0% |
| Q1 2021 | $13,052,000 | +30.7% | 398,887 | +18.2% | 0.00% | +33.3% |
| Q4 2020 | $9,986,000 | +11.1% | 337,439 | -2.2% | 0.00% | 0.0% |
| Q3 2020 | $8,991,000 | +2.4% | 345,023 | -0.4% | 0.00% | 0.0% |
| Q2 2020 | $8,782,000 | -11.0% | 346,236 | -21.6% | 0.00% | -40.0% |
| Q1 2020 | $9,868,000 | -61.1% | 441,909 | -43.2% | 0.01% | -44.4% |
| Q4 2019 | $25,347,000 | +12.2% | 778,041 | +6.9% | 0.01% | 0.0% |
| Q3 2019 | $22,586,000 | +4.0% | 727,654 | +2.6% | 0.01% | 0.0% |
| Q2 2019 | $21,724,000 | +3.3% | 708,962 | +1.7% | 0.01% | 0.0% |
| Q1 2019 | $21,031,000 | +32.5% | 697,305 | +19.6% | 0.01% | +12.5% |
| Q4 2018 | $15,876,000 | -11.5% | 582,826 | -3.1% | 0.01% | +14.3% |
| Q3 2018 | $17,934,000 | +2.4% | 601,649 | -1.8% | 0.01% | -12.5% |
| Q2 2018 | $17,522,000 | +3.3% | 612,940 | +2.0% | 0.01% | 0.0% |
| Q1 2018 | $16,961,000 | +10.3% | 600,819 | +17.5% | 0.01% | +14.3% |
| Q4 2017 | $15,384,000 | +2.0% | 511,254 | -1.6% | 0.01% | 0.0% |
| Q3 2017 | $15,085,000 | -3.1% | 519,824 | -6.1% | 0.01% | -12.5% |
| Q2 2017 | $15,574,000 | +2.4% | 553,669 | +4.9% | 0.01% | 0.0% |
| Q1 2017 | $15,204,000 | +10.9% | 527,728 | +6.8% | 0.01% | +14.3% |
| Q4 2016 | $13,715,000 | -0.2% | 494,157 | -1.9% | 0.01% | -12.5% |
| Q3 2016 | $13,740,000 | +26.5% | 503,854 | +24.4% | 0.01% | +33.3% |
| Q2 2016 | $10,864,000 | +20.0% | 404,879 | +14.7% | 0.01% | 0.0% |
| Q1 2016 | $9,054,000 | +20.8% | 352,970 | +11.6% | 0.01% | +20.0% |
| Q4 2015 | $7,494,000 | +18.0% | 316,186 | +10.2% | 0.01% | 0.0% |
| Q3 2015 | $6,353,000 | +57.2% | 286,977 | +61.9% | 0.01% | +66.7% |
| Q2 2015 | $4,042,000 | -1.6% | 177,296 | +0.5% | 0.00% | 0.0% |
| Q1 2015 | $4,108,000 | +16.9% | 176,453 | +20.4% | 0.00% | +50.0% |
| Q4 2014 | $3,514,000 | +14.5% | 146,599 | +11.8% | 0.00% | 0.0% |
| Q3 2014 | $3,068,000 | +34.1% | 131,086 | +36.3% | 0.00% | 0.0% |
| Q2 2014 | $2,287,000 | -2.0% | 96,140 | -7.3% | 0.00% | 0.0% |
| Q1 2014 | $2,334,000 | +4.7% | 103,685 | +1.9% | 0.00% | 0.0% |
| Q4 2013 | $2,230,000 | -14.1% | 101,749 | -18.4% | 0.00% | 0.0% |
| Q3 2013 | $2,597,000 | +13.8% | 124,621 | +12.6% | 0.00% | 0.0% |
| Q2 2013 | $2,283,000 | – | 110,641 | – | 0.00% | – |
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% |