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 | $7,486,992 | -19.4% | 223,893 | -18.0% | 0.28% | -15.6% |
| Q2 2023 | $9,287,700 | -59.7% | 273,087 | -57.9% | 0.33% | -56.5% |
| Q1 2023 | $23,045,628 | +44.4% | 649,172 | +48.7% | 0.77% | +34.2% |
| Q4 2022 | $15,964,819 | +275.2% | 436,674 | +229.8% | 0.57% | +252.5% |
| Q3 2022 | $4,255,000 | +61.5% | 132,418 | +77.1% | 0.16% | +76.1% |
| Q2 2022 | $2,634,000 | +73.5% | 74,788 | +84.4% | 0.09% | +104.4% |
| Q1 2022 | $1,518,000 | +14.7% | 40,550 | +8.9% | 0.04% | +21.6% |
| Q4 2021 | $1,324,000 | +31.6% | 37,226 | +21.2% | 0.04% | +23.3% |
| Q3 2021 | $1,006,000 | -6.7% | 30,713 | -5.5% | 0.03% | -6.2% |
| Q2 2021 | $1,078,000 | +6.7% | 32,503 | +5.3% | 0.03% | 0.0% |
| Q1 2021 | $1,010,000 | +31.0% | 30,856 | +18.4% | 0.03% | +23.1% |
| Q4 2020 | $771,000 | +40.7% | 26,067 | +24.1% | 0.03% | +18.2% |
| Q3 2020 | $548,000 | -32.4% | 21,011 | -34.3% | 0.02% | -38.9% |
| Q2 2020 | $811,000 | +69.0% | 31,989 | +48.8% | 0.04% | +28.6% |
| Q1 2020 | $480,000 | -40.4% | 21,491 | -13.2% | 0.03% | -17.6% |
| Q4 2019 | $806,000 | +81.9% | 24,753 | +73.3% | 0.03% | +61.9% |
| Q3 2019 | $443,000 | +9.9% | 14,287 | +8.6% | 0.02% | 0.0% |
| Q2 2019 | $403,000 | -14.1% | 13,159 | -15.3% | 0.02% | -22.2% |
| Q1 2019 | $469,000 | -2.9% | 15,540 | -12.3% | 0.03% | -22.9% |
| Q4 2018 | $483,000 | +13.1% | 17,718 | +23.8% | 0.04% | +40.0% |
| Q3 2018 | $427,000 | -2.7% | 14,312 | -6.8% | 0.02% | -13.8% |
| Q2 2018 | $439,000 | -62.0% | 15,356 | -62.5% | 0.03% | -65.5% |
| Q1 2018 | $1,155,000 | -6.6% | 40,897 | -0.5% | 0.08% | -11.6% |
| Q4 2017 | $1,237,000 | +2.0% | 41,103 | -1.7% | 0.10% | -5.0% |
| Q3 2017 | $1,213,000 | -35.1% | 41,815 | -37.0% | 0.10% | -43.2% |
| Q2 2017 | $1,868,000 | -10.5% | 66,390 | -8.4% | 0.18% | -12.9% |
| Q1 2017 | $2,087,000 | -3.2% | 72,447 | -6.7% | 0.20% | -14.4% |
| Q4 2016 | $2,156,000 | -6.4% | 77,683 | -8.0% | 0.24% | -13.6% |
| Q3 2016 | $2,304,000 | +45.8% | 84,479 | +43.5% | 0.27% | +32.5% |
| Q2 2016 | $1,580,000 | +10.9% | 58,888 | +6.0% | 0.21% | +5.6% |
| Q1 2016 | $1,425,000 | +11.0% | 55,547 | +2.5% | 0.20% | +8.3% |
| Q4 2015 | $1,284,000 | -1.8% | 54,185 | -8.2% | 0.18% | -13.0% |
| Q3 2015 | $1,307,000 | -13.4% | 59,051 | -10.8% | 0.21% | -0.5% |
| Q2 2015 | $1,509,000 | +0.6% | 66,165 | +2.7% | 0.21% | +4.5% |
| Q1 2015 | $1,500,000 | +14.9% | 64,417 | +18.3% | 0.20% | +15.0% |
| Q4 2014 | $1,305,000 | – | 54,438 | – | 0.17% | – |
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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% |