FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 172 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| HC Advisors, LLC | 306,438 | $10,897,000 | 6.69% |
| HFG Advisors, Inc. | 148,608 | $5,284,000 | 5.95% |
| Southland Equity Partners LLC | 381,647 | $13,571,362 | 5.57% |
| Key Client Fiduciary Advisors, LLC | 130,852 | $4,653,000 | 3.84% |
| SHEPHERD KAPLAN KROCHUK, LLC | 187,255 | $6,659,000 | 2.40% |
| PROVENCE WEALTH MANAGEMENT GROUP | 44,809 | $1,593,000 | 1.80% |
| Harvest Investment Services, LLC | 102,294 | $3,637,000 | 1.53% |
| Total Clarity Wealth Management, Inc. | 85,828 | $3,052,000 | 1.39% |
| Leelyn Smith, LLC | 135,992 | $4,836,000 | 1.29% |
| Quad-Cities Investment Group, LLC | 54,284 | $1,930,000 | 1.20% |