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 2021 | $302,000 | +27.4% | 8,496 | +17.4% | 0.02% | +11.1% |
| Q3 2021 | $237,000 | +15.6% | 7,238 | +17.1% | 0.02% | +12.5% |
| Q2 2021 | $205,000 | +1.5% | 6,183 | 0.0% | 0.02% | -11.1% |
| Q1 2021 | $202,000 | -44.2% | 6,183 | -49.5% | 0.02% | -48.6% |
| Q4 2020 | $362,000 | -14.4% | 12,234 | -24.6% | 0.04% | -23.9% |
| Q3 2020 | $423,000 | +9.9% | 16,233 | +7.0% | 0.05% | +2.2% |
| Q2 2020 | $385,000 | -2.3% | 15,172 | -13.9% | 0.04% | -11.8% |
| Q1 2020 | $394,000 | -40.2% | 17,631 | -12.9% | 0.05% | -25.0% |
| Q4 2019 | $659,000 | +21.4% | 20,231 | +15.6% | 0.07% | +15.3% |
| Q3 2019 | $543,000 | +22.0% | 17,503 | +20.4% | 0.06% | +22.9% |
| Q2 2019 | $445,000 | -6.7% | 14,534 | -17.1% | 0.05% | -51.5% |
| Q4 2018 | $477,000 | +137.3% | 17,529 | +146.4% | 0.10% | +135.7% |
| Q1 2018 | $201,000 | +1082.4% | 7,113 | +1085.5% | 0.04% | +740.0% |
| Q3 2017 | $17,000 | -100.0% | 600 | -88.4% | 0.01% | -85.7% |
| Q2 2017 | $145,000,000 | +530.4% | 5,161 | +545.1% | 0.04% | +483.3% |
| Q1 2017 | $23,000,000 | -81.9% | 800 | -82.5% | 0.01% | -72.7% |
| Q4 2016 | $127,000,000 | +117492.6% | 4,561 | +15.1% | 0.02% | +15.8% |
| Q3 2016 | $108,000 | +134.8% | 3,961 | +126.3% | 0.02% | +26.7% |
| Q2 2016 | $46,000 | +4.5% | 1,750 | 0.0% | 0.02% | -6.2% |
| Q1 2016 | $44,000 | +37.5% | 1,750 | +28.7% | 0.02% | +33.3% |
| Q4 2015 | $32,000 | +6.7% | 1,360 | 0.0% | 0.01% | +9.1% |
| Q3 2015 | $30,000 | -43.4% | 1,360 | -42.4% | 0.01% | -38.9% |
| Q2 2015 | $53,000 | -1.9% | 2,360 | 0.0% | 0.02% | +5.9% |
| Q1 2015 | $54,000 | -82.0% | 2,360 | -81.2% | 0.02% | -83.0% |
| Q4 2014 | $300,000 | -3.2% | 12,523 | -5.5% | 0.10% | +61.3% |
| Q3 2014 | $310,000 | +3.0% | 13,254 | +2.3% | 0.06% | -60.5% |
| Q2 2014 | $301,000 | – | 12,962 | – | 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% |