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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2021 | $18,000 | +5.9% | 563 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $17,000 | +13.3% | 563 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $15,000 | +7.1% | 563 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $14,000 | +7.7% | 563 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $13,000 | -27.8% | 563 | 0.0% | 0.01% | -15.4% |
| Q4 2019 | $18,000 | +5.9% | 563 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $17,000 | 0.0% | 563 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $17,000 | 0.0% | 563 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $17,000 | +13.3% | 563 | 0.0% | 0.01% | +8.3% |
| Q4 2018 | $15,000 | -11.8% | 563 | 0.0% | 0.01% | -7.7% |
| Q3 2018 | $17,000 | +6.2% | 563 | 0.0% | 0.01% | +8.3% |
| Q2 2018 | $16,000 | 0.0% | 563 | 0.0% | 0.01% | -7.7% |
| Q1 2018 | $16,000 | -5.9% | 563 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $17,000 | +6.2% | 563 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $16,000 | 0.0% | 563 | 0.0% | 0.01% | -7.1% |
| Q1 2017 | $16,000 | 0.0% | 563 | 0.0% | 0.01% | -6.7% |
| Q4 2016 | $16,000 | +6.7% | 563 | 0.0% | 0.02% | +7.1% |
| Q3 2016 | $15,000 | 0.0% | 563 | 0.0% | 0.01% | -6.7% |
| Q2 2016 | $15,000 | +7.1% | 563 | 0.0% | 0.02% | +7.1% |
| Q1 2016 | $14,000 | +7.7% | 563 | 0.0% | 0.01% | +7.7% |
| Q4 2015 | $13,000 | +8.3% | 563 | 0.0% | 0.01% | +8.3% |
| Q3 2015 | $12,000 | – | 563 | – | 0.01% | – |
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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% |