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 | $23,810,792 | -23.3% | 712,045 | -22.0% | 0.15% | -30.6% |
| Q2 2023 | $31,040,918 | -16.3% | 912,700 | -12.6% | 0.22% | -20.9% |
| Q1 2023 | $37,072,771 | -1.2% | 1,044,303 | +1.7% | 0.27% | -10.2% |
| Q4 2022 | $37,526,434 | +51.3% | 1,026,434 | +33.0% | 0.30% | -1.3% |
| Q3 2022 | $24,803,000 | +405.7% | 771,953 | +454.2% | 0.31% | +388.9% |
| Q2 2022 | $4,905,000 | +55.0% | 139,284 | +64.8% | 0.06% | +65.8% |
| Q1 2022 | $3,164,000 | +26.1% | 84,499 | +19.8% | 0.04% | +22.6% |
| Q4 2021 | $2,509,000 | +23.1% | 70,559 | +13.4% | 0.03% | +10.7% |
| Q3 2021 | $2,039,000 | +3.9% | 62,240 | +5.3% | 0.03% | 0.0% |
| Q2 2021 | $1,962,000 | +21.3% | 59,129 | +19.6% | 0.03% | -17.6% |
| Q1 2021 | $1,617,000 | +10.3% | 49,433 | -0.2% | 0.03% | 0.0% |
| Q4 2020 | $1,466,000 | +16.6% | 49,546 | +2.7% | 0.03% | +3.0% |
| Q3 2020 | $1,257,000 | +12.1% | 48,221 | +9.1% | 0.03% | +10.0% |
| Q2 2020 | $1,121,000 | +3.0% | 44,191 | -9.3% | 0.03% | -16.7% |
| Q1 2020 | $1,088,000 | -39.5% | 48,731 | -11.7% | 0.04% | -25.0% |
| Q4 2019 | $1,797,000 | +2.8% | 55,215 | -1.9% | 0.05% | -9.4% |
| Q3 2019 | $1,748,000 | +15.9% | 56,286 | +14.4% | 0.05% | +15.2% |
| Q2 2019 | $1,508,000 | +7.8% | 49,194 | +6.1% | 0.05% | +2.2% |
| Q1 2019 | $1,399,000 | -17.7% | 46,380 | -25.8% | 0.04% | -31.8% |
| Q4 2018 | $1,699,000 | -7.4% | 62,527 | +1.8% | 0.07% | +3.1% |
| Q3 2018 | $1,835,000 | +17.0% | 61,448 | +12.2% | 0.06% | -17.9% |
| Q2 2018 | $1,569,000 | -2.4% | 54,746 | -3.8% | 0.08% | +9.9% |
| Q1 2018 | $1,608,000 | -11.2% | 56,909 | -5.2% | 0.07% | -6.6% |
| Q4 2017 | $1,811,000 | +5.1% | 60,035 | +1.3% | 0.08% | -2.6% |
| Q3 2017 | $1,723,000 | -0.4% | 59,285 | -3.2% | 0.08% | -4.9% |
| Q2 2017 | $1,730,000 | -3.9% | 61,248 | -1.7% | 0.08% | -4.7% |
| Q1 2017 | $1,800,000 | +8.8% | 62,310 | +4.5% | 0.09% | 0.0% |
| Q4 2016 | $1,654,000 | -1.0% | 59,634 | -2.7% | 0.09% | +34.4% |
| Q3 2016 | $1,671,000 | +61.1% | 61,277 | +58.4% | 0.06% | +6.7% |
| Q2 2016 | $1,037,000 | +17.8% | 38,694 | +12.7% | 0.06% | +9.1% |
| Q1 2016 | $880,000 | +54.4% | 34,324 | +42.9% | 0.06% | +52.8% |
| Q4 2015 | $570,000 | +39.4% | 24,012 | +29.9% | 0.04% | +28.6% |
| Q3 2015 | $409,000 | -41.6% | 18,482 | -38.4% | 0.03% | -37.8% |
| Q2 2015 | $700,000 | 0.0% | 30,011 | 0.0% | 0.04% | 0.0% |
| Q1 2015 | $700,000 | +115.4% | 30,011 | +120.0% | 0.04% | +95.7% |
| Q4 2014 | $325,000 | +12.1% | 13,640 | +9.8% | 0.02% | +15.0% |
| Q3 2014 | $290,000 | +10.3% | 12,425 | +12.9% | 0.02% | +17.6% |
| Q2 2014 | $263,000 | +28.3% | 11,007 | +21.0% | 0.02% | +13.3% |
| Q1 2014 | $205,000 | -26.3% | 9,093 | -28.5% | 0.02% | -28.6% |
| Q4 2013 | $278,000 | -32.5% | 12,717 | -35.8% | 0.02% | -41.7% |
| Q3 2013 | $412,000 | +92.5% | 19,822 | +90.7% | 0.04% | +71.4% |
| Q2 2013 | $214,000 | – | 10,397 | – | 0.02% | – |
Download | ||||||
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% |