FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 210 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $498,000 | +29.7% | 15,226 | +17.4% | 0.21% | +3.0% |
| Q4 2020 | $384,000 | +32.4% | 12,964 | +16.6% | 0.20% | +11.0% |
| Q3 2020 | $290,000 | -28.7% | 11,117 | -11.0% | 0.18% | +5.8% |
| Q4 2019 | $407,000 | +5.4% | 12,493 | +0.3% | 0.17% | -6.6% |
| Q3 2019 | $386,000 | -4.0% | 12,450 | -5.2% | 0.18% | +10.2% |
| Q2 2019 | $402,000 | +1.8% | 13,130 | +0.2% | 0.17% | +0.6% |
| Q1 2019 | $395,000 | – | 13,109 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spectrum Wealth Advisory Group, LLC | 259,140 | $8,665,626 | 11.99% |
| Alpha Omega Group, Inc. | 168,882 | $5,647,414 | 10.70% |
| Sterling Manor Financial, LLC | 341,544 | $11,421,227 | 10.34% |
| Kowal Investment Group, LLC | 1,080,205 | $36,122,056 | 9.75% |
| AIFG Consultants Ltd. | 334,571 | $11,188,068 | 9.28% |
| Summit Financial Wealth Advisors, LLC | 752,103 | $24,856,996 | 6.10% |
| HC Advisors, LLC | 305,121 | $10,203,246 | 6.06% |
| Southland Equity Partners LLC | 407,741 | $13,634,865 | 4.69% |
| HFG Advisors, Inc. | 119,163 | $3,984,814 | 4.36% |
| TRUE Private Wealth Advisors | 892,276 | $29,837,725 | 4.14% |