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 2020 | $378,000 | -17.5% | 14,500 | -19.7% | 0.13% | -17.5% |
| Q2 2020 | $458,000 | +11.2% | 18,050 | -2.2% | 0.15% | -1.9% |
| Q1 2020 | $412,000 | -30.2% | 18,465 | +2.0% | 0.16% | -12.8% |
| Q4 2019 | $590,000 | +7.9% | 18,100 | +2.7% | 0.18% | +2.9% |
| Q3 2019 | $547,000 | -29.2% | 17,620 | -30.2% | 0.18% | -29.7% |
| Q2 2019 | $773,000 | +1.0% | 25,245 | -0.5% | 0.25% | +8.3% |
| Q1 2019 | $765,000 | -8.8% | 25,360 | -17.7% | 0.23% | -14.5% |
| Q4 2018 | $839,000 | -10.0% | 30,815 | -1.5% | 0.27% | +2.3% |
| Q3 2018 | $932,000 | +4.3% | 31,285 | 0.0% | 0.26% | +0.8% |
| Q2 2018 | $894,000 | +4.0% | 31,285 | +2.6% | 0.26% | +9.7% |
| Q1 2018 | $860,000 | -2.8% | 30,480 | +3.6% | 0.24% | 0.0% |
| Q4 2017 | $885,000 | – | 29,410 | – | 0.24% | – |
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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% |