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 | $3,774,437 | -58.8% | 112,871 | -58.1% | 0.62% | -58.6% |
| Q2 2023 | $9,158,530 | -18.5% | 269,289 | -15.0% | 1.49% | -28.4% |
| Q1 2023 | $11,244,222 | -47.2% | 316,739 | -45.6% | 2.08% | -51.5% |
| Q4 2022 | $21,290,262 | +23.7% | 582,338 | +8.7% | 4.29% | +15.6% |
| Q3 2022 | $17,212,000 | +35.5% | 535,713 | +48.5% | 3.71% | +33.8% |
| Q2 2022 | $12,703,000 | +5545.8% | 360,687 | +5612.5% | 2.77% | +6665.9% |
| Q4 2021 | $225,000 | -0.9% | 6,314 | -8.7% | 0.04% | -8.9% |
| Q3 2021 | $227,000 | -1.7% | 6,918 | -0.4% | 0.04% | -4.3% |
| Q2 2021 | $231,000 | -19.5% | 6,949 | -20.7% | 0.05% | -29.9% |
| Q1 2021 | $287,000 | +9.5% | 8,763 | -1.1% | 0.07% | +8.1% |
| Q4 2020 | $262,000 | -6.4% | 8,860 | -17.7% | 0.06% | -28.7% |
| Q3 2020 | $280,000 | 0.0% | 10,760 | -2.6% | 0.09% | -13.0% |
| Q2 2020 | $280,000 | -14.6% | 11,043 | -24.8% | 0.10% | -50.7% |
| Q1 2020 | $328,000 | -39.3% | 14,679 | -11.4% | 0.20% | -37.2% |
| Q4 2019 | $540,000 | – | 16,565 | – | 0.32% | – |
Download | ||||||
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% |