Institute for Wealth Management, LLC. - FIRST TR MORNINGSTAR DIV LEA ownership

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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%.

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Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of FIRST TR MORNINGSTAR DIV LEA
ValueSharesWeighting
Q3 2023$223,033
-2.0%
6,670
-0.3%
0.04%
+5.3%
Q2 2023$227,481
-4.2%
6,6890.0%0.04%
-15.6%
Q1 2023$237,446
-2.9%
6,6890.0%0.04%
-11.8%
Q4 2022$244,536
+12.2%
6,689
-1.4%
0.05%
+4.1%
Q3 2022$218,000
-8.8%
6,7820.0%0.05%
+4.3%
Q2 2022$239,000
-5.9%
6,7820.0%0.05%
+14.6%
Q1 2022$254,000
+5.4%
6,7820.0%0.04%
+5.1%
Q4 2021$241,000
+8.6%
6,7820.0%0.04%0.0%
Q3 2021$222,000
-1.3%
6,7820.0%0.04%
-2.5%
Q2 2021$225,000
+1.4%
6,7820.0%0.04%
-4.8%
Q1 2021$222,000
+10.4%
6,7820.0%0.04%
+5.0%
Q4 2020$201,000
-30.9%
6,782
-24.1%
0.04%
-39.4%
Q4 2019$291,000
+5.1%
8,9320.0%0.07%
-5.7%
Q3 2019$277,000
-8.0%
8,932
-9.2%
0.07%
+4.5%
Q2 2019$301,000
+12.3%
9,840
+10.9%
0.07%
+15.5%
Q1 2019$268,000
+28.8%
8,872
+28.3%
0.06%
+20.8%
Q4 2017$208,000–6,916–0.05%–
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Other shareholders
FIRST TR MORNINGSTAR DIV LEA shareholders Q4 2020
NameSharesValueWeighting ↓
Sterling Manor Financial, LLC 317,149$11,170,00013.68%
Spectrum Wealth Advisory Group, LLC 244,066$8,596,0009.58%
HC Advisors, LLC 283,692$9,992,0007.12%
Southland Equity Partners LLC 396,146$13,952,2616.37%
Key Client Fiduciary Advisors, LLC 160,318$5,646,0005.50%
HFG Advisors, Inc. 82,380$2,901,0003.92%
Pacific Wealth Management 92,436$3,256,0003.59%
Harvest Investment Services, LLC 103,358$3,640,0002.79%
Teamwork Financial Advisors, LLC 360,687$12,703,0002.77%
Fulcrum Equity Management 86,161$3,035,0002.45%
View complete list of FIRST TR MORNINGSTAR DIV LEA shareholders