FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 172 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $6,659,000 | +14.9% | 187,255 | +5.9% | 2.40% | +12.8% |
Q3 2021 | $5,793,000 | -4.3% | 176,833 | -3.1% | 2.13% | -1.4% |
Q2 2021 | $6,055,000 | +2.2% | 182,504 | +0.8% | 2.16% | -5.6% |
Q1 2021 | $5,923,000 | +11.3% | 181,011 | +0.6% | 2.29% | +16.4% |
Q4 2020 | $5,322,000 | +7.3% | 179,859 | -5.5% | 1.96% | -4.8% |
Q3 2020 | $4,958,000 | -5.8% | 190,269 | -8.3% | 2.06% | -12.3% |
Q2 2020 | $5,262,000 | – | 207,472 | – | 2.35% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Spectrum Wealth Advisory Group, LLC | 255,088 | $8,675,523 | 11.50% |
Alpha Omega Group, Inc. | 161,774 | $5,501,934 | 10.19% |
AIFG Consultants Ltd. | 363,732 | $12,370,533 | 9.93% |
Kowal Investment Group, LLC | 1,023,026 | $34,793,116 | 9.31% |
Sterling Manor Financial, LLC | 299,870 | $10,198,574 | 8.61% |
Summit Financial Wealth Advisors, LLC | 824,616 | $28,045,178 | 6.48% |
HC Advisors, LLC | 298,991 | $10,168,684 | 5.90% |
Southland Equity Partners LLC | 403,530 | $13,724,059 | 4.63% |
TRUE Private Wealth Advisors | 892,778 | $30,363,368 | 4.48% |
HFG Advisors, Inc. | 122,834 | $4,177,581 | 4.41% |