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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |