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 | $1,288,430 | -16.0% | 38,530 | -14.6% | 0.09% | -14.7% |
| Q2 2023 | $1,534,045 | -13.4% | 45,106 | -9.6% | 0.10% | -16.4% |
| Q1 2023 | $1,770,446 | +51.7% | 49,872 | +56.2% | 0.12% | +50.6% |
| Q4 2022 | $1,166,950 | +332.2% | 31,919 | +280.0% | 0.08% | +285.7% |
| Q3 2022 | $270,000 | -7.5% | 8,400 | +1.4% | 0.02% | 0.0% |
| Q2 2022 | $292,000 | +10.6% | 8,285 | +17.4% | 0.02% | +31.2% |
| Q1 2022 | $264,000 | +5.2% | 7,055 | 0.0% | 0.02% | +6.7% |
| Q4 2021 | $251,000 | +5.5% | 7,055 | -3.1% | 0.02% | 0.0% |
| Q3 2021 | $238,000 | -1.7% | 7,280 | 0.0% | 0.02% | -11.8% |
| Q2 2021 | $242,000 | -52.9% | 7,280 | -58.0% | 0.02% | -60.5% |
| Q4 2020 | $514,000 | +5.3% | 17,348 | -7.3% | 0.04% | -6.5% |
| Q3 2020 | $488,000 | +9.4% | 18,710 | +6.2% | 0.05% | -4.2% |
| Q2 2020 | $446,000 | +10.9% | 17,625 | -1.9% | 0.05% | -17.2% |
| Q1 2020 | $402,000 | -53.6% | 17,975 | -32.4% | 0.06% | -33.3% |
| Q4 2019 | $867,000 | +4.8% | 26,583 | -0.2% | 0.09% | -4.4% |
| Q3 2019 | $827,000 | -1.8% | 26,631 | -3.2% | 0.09% | -15.0% |
| Q2 2019 | $842,000 | -0.2% | 27,525 | -1.3% | 0.11% | -7.0% |
| Q1 2019 | $844,000 | +11.2% | 27,886 | +0.1% | 0.12% | -3.4% |
| Q4 2018 | $759,000 | -11.7% | 27,851 | -3.3% | 0.12% | +13.3% |
| Q3 2018 | $860,000 | +5.9% | 28,800 | +1.1% | 0.10% | -3.7% |
| Q2 2018 | $812,000 | -15.2% | 28,473 | -16.0% | 0.11% | -13.5% |
| Q1 2018 | $957,000 | -10.9% | 33,905 | -4.7% | 0.13% | -11.3% |
| Q4 2017 | $1,074,000 | +0.9% | 35,570 | -2.8% | 0.14% | -7.8% |
| Q3 2017 | $1,064,000 | +5.1% | 36,597 | +1.7% | 0.15% | -8.3% |
| Q2 2017 | $1,012,000 | -9.5% | 35,973 | -7.1% | 0.17% | -11.1% |
| Q1 2017 | $1,118,000 | -5.5% | 38,708 | -9.2% | 0.19% | -3.1% |
| Q4 2016 | $1,183,000 | +25.5% | 42,632 | +23.3% | 0.20% | +23.4% |
| Q3 2016 | $943,000 | +44.2% | 34,568 | +41.6% | 0.16% | +37.4% |
| Q2 2016 | $654,000 | +69.0% | 24,415 | +62.2% | 0.12% | +64.3% |
| Q1 2016 | $387,000 | +33.0% | 15,057 | +23.7% | 0.07% | +32.1% |
| Q4 2015 | $291,000 | – | 12,173 | – | 0.05% | – |
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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% |