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 | $244,353 | -26.5% | 7,307 | -25.2% | 0.03% | -22.2% |
| Q2 2023 | $332,431 | -35.1% | 9,775 | -32.3% | 0.04% | -28.0% |
| Q1 2023 | $512,301 | -12.3% | 14,431 | -9.6% | 0.05% | -10.7% |
| Q4 2022 | $583,925 | +7.1% | 15,972 | -5.8% | 0.06% | -13.8% |
| Q3 2022 | $545,000 | -9.6% | 16,963 | -0.9% | 0.06% | +8.3% |
| Q2 2022 | $603,000 | -99.9% | 17,118 | -3.0% | 0.06% | +11.1% |
| Q1 2022 | $660,810,000 | +3.6% | 17,650 | -1.6% | 0.05% | +3.8% |
| Q4 2021 | $638,014,000 | +8.6% | 17,942 | +0.0% | 0.05% | +2.0% |
| Q3 2021 | $587,597,000 | +135291.0% | 17,936 | +37.1% | 0.05% | -7.3% |
| Q2 2021 | $434,000 | -19.5% | 13,083 | -20.6% | 0.06% | -3.5% |
| Q1 2021 | $539,000 | -9.1% | 16,472 | -17.9% | 0.06% | -24.0% |
| Q4 2020 | $593,000 | -21.6% | 20,054 | -27.4% | 0.08% | -26.5% |
| Q3 2020 | $756,000 | -4.3% | 27,634 | -11.3% | 0.10% | -20.3% |
| Q2 2020 | $790,000 | +9.1% | 31,143 | -4.0% | 0.13% | -15.8% |
| Q1 2020 | $724,000 | -36.1% | 32,440 | -7.0% | 0.15% | -22.1% |
| Q4 2019 | $1,133,000 | +9.0% | 34,887 | +4.2% | 0.20% | -73.0% |
| Q3 2019 | $1,039,000 | +2.7% | 33,487 | +1.4% | 0.72% | +75.0% |
| Q2 2019 | $1,012,000 | +4.3% | 33,015 | +2.6% | 0.41% | +58.5% |
| Q1 2019 | $970,000 | +9.9% | 32,169 | -0.8% | 0.26% | +19.8% |
| Q4 2018 | $883,000 | -12.4% | 32,431 | -4.1% | 0.22% | +51.7% |
| Q3 2018 | $1,008,000 | +63.6% | 33,808 | +57.0% | 0.14% | -23.9% |
| Q2 2018 | $616,000 | +1.3% | 21,537 | +0.1% | 0.19% | -0.5% |
| Q1 2018 | $608,000 | +3.2% | 21,526 | +10.0% | 0.19% | +28.6% |
| Q4 2017 | $589,000 | -1.2% | 19,566 | -4.8% | 0.15% | -25.0% |
| Q3 2017 | $596,000 | -2.8% | 20,542 | -5.7% | 0.20% | -12.5% |
| Q2 2017 | $613,000 | -11.2% | 21,784 | -9.0% | 0.22% | -17.0% |
| Q1 2017 | $690,000 | +3.9% | 23,937 | +0.1% | 0.27% | -17.9% |
| Q4 2016 | $664,000 | +5.9% | 23,924 | +4.1% | 0.33% | +5.4% |
| Q3 2016 | $627,000 | +4.2% | 22,989 | +2.4% | 0.31% | -4.9% |
| Q2 2016 | $602,000 | – | 22,440 | – | 0.33% | – |
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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% |