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 | $1,502,694 | -40.0% | 44,937 | -39.0% | 0.05% | -43.4% |
| Q2 2023 | $2,503,918 | +8077054.8% | 73,623 | +8470.8% | 0.08% | +8200.0% |
| Q1 2023 | $31 | +520.0% | 859 | +541.0% | 0.00% | – |
| Q4 2022 | $5 | -100.0% | 134 | -99.6% | 0.00% | -100.0% |
| Q3 2022 | $1,074,000 | +17800.0% | 33,412 | +20652.8% | 0.02% | – |
| Q2 2022 | $6,000 | +20.0% | 161 | +20.1% | 0.00% | – |
| Q1 2022 | $5,000 | 0.0% | 134 | 0.0% | 0.00% | – |
| Q4 2021 | $5,000 | -98.3% | 134 | -98.5% | 0.00% | -100.0% |
| Q3 2021 | $291,000 | +7175.0% | 8,895 | +6538.1% | 0.01% | – |
| Q2 2021 | $4,000 | -97.2% | 134 | -97.0% | 0.00% | -100.0% |
| Q1 2021 | $145,000 | +3525.0% | 4,433 | +3208.2% | 0.00% | – |
| Q4 2020 | $4,000 | -99.7% | 134 | -99.8% | 0.00% | -100.0% |
| Q3 2020 | $1,433,000 | -22.8% | 55,002 | -24.9% | 0.02% | -78.9% |
| Q2 2020 | $1,857,000 | +32.5% | 73,244 | +16.7% | 0.08% | -10.6% |
| Q1 2020 | $1,402,000 | +1163.1% | 62,765 | +1728.8% | 0.08% | +844.4% |
| Q4 2019 | $111,000 | -74.2% | 3,432 | -75.3% | 0.01% | -70.0% |
| Q3 2019 | $431,000 | +10675.0% | 13,897 | +10270.9% | 0.03% | – |
| Q2 2019 | $4,000 | -99.2% | 134 | -99.2% | 0.00% | -100.0% |
| Q1 2019 | $528,000 | +222.0% | 17,520 | +192.1% | 0.03% | +166.7% |
| Q4 2018 | $164,000 | -62.1% | 5,998 | -58.7% | 0.01% | -62.5% |
| Q3 2018 | $433,000 | -45.5% | 14,529 | -47.7% | 0.03% | -28.9% |
| Q2 2018 | $795,000 | +20.3% | 27,796 | +18.6% | 0.04% | -21.1% |
| Q1 2018 | $661,000 | +50.9% | 23,431 | +60.9% | 0.06% | 0.0% |
| Q4 2017 | $438,000 | +346.9% | 14,558 | +330.3% | 0.06% | +612.5% |
| Q3 2017 | $98,000 | +48.5% | 3,383 | +44.8% | 0.01% | +14.3% |
| Q2 2017 | $66,000 | -93.4% | 2,336 | -93.2% | 0.01% | -92.9% |
| Q1 2017 | $996,000 | +797.3% | 34,560 | +746.6% | 0.10% | +800.0% |
| Q3 2016 | $111,000 | +1010.0% | 4,082 | +834.1% | 0.01% | +1000.0% |
| Q1 2015 | $10,000 | – | 437 | – | 0.00% | – |
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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% |