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 | $504,978 | -4.5% | 15,101 | -2.8% | 0.04% | -2.3% |
| Q2 2023 | $528,584 | +2.9% | 15,542 | +7.4% | 0.04% | -2.2% |
| Q1 2023 | $513,792 | -0.8% | 14,473 | +2.1% | 0.04% | -10.0% |
| Q4 2022 | $518,019 | +5.3% | 14,169 | -7.5% | 0.05% | -3.8% |
| Q3 2022 | $492,000 | -8.2% | 15,326 | +0.7% | 0.05% | -7.1% |
| Q2 2022 | $536,000 | +1.3% | 15,226 | +7.8% | 0.06% | +14.3% |
| Q1 2022 | $529,000 | +5.4% | 14,126 | 0.0% | 0.05% | +11.4% |
| Q4 2021 | $502,000 | +8.4% | 14,126 | 0.0% | 0.04% | -2.2% |
| Q3 2021 | $463,000 | -2.5% | 14,126 | -1.4% | 0.04% | -6.2% |
| Q2 2021 | $475,000 | +11.2% | 14,326 | -0.7% | 0.05% | 0.0% |
| Q4 2020 | $427,000 | +10.1% | 14,426 | -5.6% | 0.05% | -32.4% |
| Q2 2020 | $388,000 | -22.1% | 15,284 | 0.0% | 0.07% | -21.1% |
| Q4 2019 | $498,000 | +6.9% | 15,284 | +1.9% | 0.09% | -1.1% |
| Q3 2019 | $466,000 | -1.1% | 14,999 | -2.5% | 0.09% | -1.1% |
| Q2 2019 | $471,000 | +13.8% | 15,376 | +12.0% | 0.09% | +9.5% |
| Q1 2019 | $414,000 | -0.2% | 13,726 | -9.9% | 0.08% | -7.7% |
| Q4 2018 | $415,000 | +11.3% | 15,226 | +21.6% | 0.09% | +15.2% |
| Q3 2018 | $373,000 | -18.6% | 12,526 | -21.8% | 0.08% | -43.2% |
| Q2 2018 | $458,000 | +1.3% | 16,026 | 0.0% | 0.14% | +39.0% |
| Q1 2018 | $452,000 | -24.7% | 16,026 | -19.6% | 0.10% | -25.4% |
| Q4 2017 | $600,000 | +1.4% | 19,926 | -2.4% | 0.13% | -2.9% |
| Q3 2017 | $592,000 | -0.5% | 20,412 | -3.5% | 0.14% | -6.1% |
| Q2 2017 | $595,000 | -1.2% | 21,160 | +1.3% | 0.15% | -6.4% |
| Q1 2017 | $602,000 | -0.3% | 20,897 | -3.9% | 0.16% | -6.0% |
| Q4 2016 | $604,000 | -4.3% | 21,747 | -6.0% | 0.17% | -6.7% |
| Q3 2016 | $631,000 | +1.6% | 23,147 | 0.0% | 0.18% | +4.7% |
| Q2 2016 | $621,000 | +2.3% | 23,147 | -2.1% | 0.17% | +4.3% |
| Q1 2016 | $607,000 | +8.4% | 23,647 | 0.0% | 0.16% | +13.1% |
| Q4 2015 | $560,000 | +7.1% | 23,647 | 0.0% | 0.14% | +6.6% |
| Q3 2015 | $523,000 | -6.9% | 23,647 | -4.2% | 0.14% | -10.5% |
| Q2 2015 | $562,000 | -2.8% | 24,674 | -0.6% | 0.15% | +6.3% |
| Q1 2015 | $578,000 | -4.0% | 24,824 | -1.2% | 0.14% | -11.2% |
| Q4 2014 | $602,000 | -6.1% | 25,129 | -8.2% | 0.16% | -17.0% |
| Q3 2014 | $641,000 | -1.8% | 27,373 | -0.3% | 0.19% | -16.7% |
| Q2 2014 | $653,000 | +11.1% | 27,446 | +5.1% | 0.23% | -6.4% |
| Q1 2014 | $588,000 | +8300.0% | 26,121 | +7888.1% | 0.25% | +6125.0% |
| Q4 2013 | $7,000 | -98.7% | 327 | -98.7% | 0.00% | -98.7% |
| Q3 2013 | $538,000 | -9.9% | 25,795 | -10.9% | 0.31% | -4.8% |
| Q2 2013 | $597,000 | – | 28,954 | – | 0.33% | – |
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% |