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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $45,000 | +650.0% | 1,545 | +586.7% | 0.01% | +800.0% |
| Q3 2020 | $6,000 | 0.0% | 225 | 0.0% | 0.00% | -50.0% |
| Q2 2020 | $6,000 | -66.7% | 225 | -69.0% | 0.00% | -66.7% |
| Q1 2020 | $18,000 | -96.9% | 726 | -96.0% | 0.01% | -96.0% |
| Q4 2019 | $590,000 | +8.9% | 18,032 | +3.6% | 0.15% | -0.7% |
| Q3 2019 | $542,000 | +0.4% | 17,408 | -0.9% | 0.15% | 0.0% |
| Q2 2019 | $540,000 | -0.4% | 17,558 | -1.9% | 0.15% | -1.9% |
| Q1 2019 | $542,000 | +8.0% | 17,898 | -2.6% | 0.15% | -8.9% |
| Q4 2018 | $502,000 | -12.5% | 18,380 | -4.1% | 0.17% | -2.9% |
| Q3 2018 | $574,000 | -15.1% | 19,170 | -18.8% | 0.17% | -17.9% |
| Q2 2018 | $676,000 | -99.9% | 23,616 | +2.3% | 0.21% | +0.5% |
| Q1 2018 | $651,464,000 | -7.8% | 23,078 | -1.8% | 0.21% | -7.0% |
| Q4 2017 | $706,898,000 | -3.1% | 23,494 | -6.5% | 0.23% | -6.2% |
| Q3 2017 | $729,448,000 | -47.7% | 25,138 | -49.3% | 0.24% | -36.8% |
| Q2 2017 | $1,396,044,000 | -4.1% | 49,628 | -1.8% | 0.38% | -16.2% |
| Q1 2017 | $1,455,884,000 | -15.7% | 50,536 | -18.8% | 0.46% | -13.9% |
| Q4 2016 | $1,726,642,000 | -9.3% | 62,212 | -9.7% | 0.53% | +94.5% |
| Q3 2016 | $1,903,612,000 | +123.4% | 68,932 | +117.0% | 0.27% | +7.1% |
| Q2 2016 | $852,070,000 | +1210.4% | 31,760 | +1152.9% | 0.26% | +1175.0% |
| Q1 2016 | $65,023,000 | +65.8% | 2,535 | +53.1% | 0.02% | +81.8% |
| Q4 2015 | $39,224,000 | +33.7% | 1,656 | +24.9% | 0.01% | +22.2% |
| Q3 2015 | $29,338,000 | +39.1% | 1,326 | +43.2% | 0.01% | +50.0% |
| Q2 2015 | $21,090,000 | +34.2% | 926 | +37.0% | 0.01% | +50.0% |
| Q1 2015 | $15,714,000 | -2.9% | 676 | 0.0% | 0.00% | -20.0% |
| Q4 2014 | $16,180,000 | +2.4% | 676 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $15,796,000 | -1.6% | 676 | +0.1% | 0.01% | 0.0% |
| Q2 2014 | $16,052,000 | +5.6% | 675 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $15,194,000 | +14651.5% | 675 | -85.7% | 0.01% | -85.7% |
| Q4 2013 | $103,000 | – | 4,705 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spectrum Wealth Advisory Group, LLC | 255,088 | $8,675,523 | 11.50% |
| Alpha Omega Group, Inc. | 161,774 | $5,501,934 | 10.19% |
| AIFG Consultants Ltd. | 363,732 | $12,370,533 | 9.93% |
| Kowal Investment Group, LLC | 1,023,026 | $34,793,116 | 9.31% |
| Sterling Manor Financial, LLC | 299,870 | $10,198,574 | 8.61% |
| Summit Financial Wealth Advisors, LLC | 824,616 | $28,045,178 | 6.48% |
| HC Advisors, LLC | 298,991 | $10,168,684 | 5.90% |
| Southland Equity Partners LLC | 403,530 | $13,724,059 | 4.63% |
| TRUE Private Wealth Advisors | 892,778 | $30,363,368 | 4.48% |
| HFG Advisors, Inc. | 122,834 | $4,177,581 | 4.41% |