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 | $5,323,192 | -6.0% | 159,186 | -4.4% | 0.50% | -1.4% |
| Q2 2023 | $5,661,287 | -13.3% | 166,459 | -9.5% | 0.51% | -17.4% |
| Q1 2023 | $6,527,175 | -6.5% | 183,864 | -3.7% | 0.62% | -9.8% |
| Q4 2022 | $6,981,350 | +13.4% | 190,956 | -0.4% | 0.68% | +1.2% |
| Q3 2022 | $6,158,000 | -10.2% | 191,654 | -1.6% | 0.68% | -6.8% |
| Q2 2022 | $6,861,000 | -6.4% | 194,794 | -0.5% | 0.72% | +4.6% |
| Q1 2022 | $7,328,000 | -2.1% | 195,727 | -7.1% | 0.69% | -2.0% |
| Q4 2021 | $7,489,000 | +4.9% | 210,603 | -3.4% | 0.71% | -3.7% |
| Q3 2021 | $7,139,000 | -15.4% | 217,912 | -14.3% | 0.73% | -41.8% |
| Q2 2021 | $8,437,000 | +3.8% | 254,272 | +2.4% | 1.26% | -24.0% |
| Q1 2021 | $8,128,000 | -16.1% | 248,415 | -24.1% | 1.66% | -18.5% |
| Q4 2020 | $9,689,000 | +9.4% | 327,431 | -3.6% | 2.03% | -3.4% |
| Q3 2020 | $8,853,000 | -3.6% | 339,722 | -6.2% | 2.10% | -11.6% |
| Q2 2020 | $9,183,000 | +1.5% | 362,101 | -10.6% | 2.38% | -12.2% |
| Q1 2020 | $9,043,000 | -30.3% | 404,980 | +1.7% | 2.71% | -15.1% |
| Q4 2019 | $12,972,000 | -3.6% | 398,145 | -8.2% | 3.19% | -6.9% |
| Q3 2019 | $13,458,000 | +1.0% | 433,555 | -0.3% | 3.43% | +1.7% |
| Q2 2019 | $13,326,000 | +0.5% | 434,935 | -1.1% | 3.37% | -2.5% |
| Q1 2019 | $13,263,000 | +13.6% | 439,766 | +2.6% | 3.46% | +10.6% |
| Q4 2018 | $11,674,000 | -6.7% | 428,547 | +2.1% | 3.13% | -3.0% |
| Q3 2018 | $12,518,000 | +2.7% | 419,933 | -1.5% | 3.22% | +0.4% |
| Q2 2018 | $12,187,000 | +1.3% | 426,264 | +0.0% | 3.21% | +1.1% |
| Q1 2018 | $12,028,000 | -7.5% | 426,074 | -1.4% | 3.17% | -0.3% |
| Q4 2017 | $13,002,000 | +5.9% | 432,110 | +2.1% | 3.18% | +0.3% |
| Q3 2017 | $12,280,000 | +14.4% | 423,142 | +10.9% | 3.17% | +7.7% |
| Q2 2017 | $10,732,000 | +50.5% | 381,520 | +48.5% | 2.95% | +52.6% |
| Q1 2017 | $7,131,000 | 0.0% | 256,939 | 0.0% | 1.93% | 0.0% |
| Q4 2016 | $7,131,000 | +50.9% | 256,939 | +48.2% | 1.93% | +42.9% |
| Q3 2016 | $4,727,000 | +204.6% | 173,330 | +199.7% | 1.35% | +214.9% |
| Q2 2016 | $1,552,000 | +6366.7% | 57,835 | +5498.7% | 0.43% | +3475.0% |
| Q2 2015 | $24,000 | 0.0% | 1,033 | 0.0% | 0.01% | +9.1% |
| Q1 2015 | $24,000 | -4.0% | 1,033 | 0.0% | 0.01% | +175.0% |
| Q4 2014 | $25,000 | -3.8% | 1,033 | -6.6% | 0.00% | -20.0% |
| Q3 2014 | $26,000 | – | 1,106 | – | 0.01% | – |
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% |