FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 206 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $211,000 | +1.0% | 6,373 | -0.4% | 0.12% | -3.3% |
| Q1 2021 | $209,000 | -22.9% | 6,400 | -38.5% | 0.12% | -16.7% |
| Q3 2020 | $271,000 | -99.9% | 10,413 | +0.0% | 0.14% | -3.4% |
| Q2 2020 | $263,992,000 | -17.7% | 10,410 | -27.6% | 0.15% | -21.2% |
| Q1 2020 | $320,912,000 | -36.1% | 14,371 | -9.6% | 0.19% | -25.6% |
| Q4 2019 | $502,040,000 | +110725.6% | 15,902 | +8.9% | 0.25% | -36.3% |
| Q3 2019 | $453,000 | 0.0% | 14,598 | -0.5% | 0.40% | -17.2% |
| Q2 2019 | $453,000 | +2.3% | 14,670 | -0.1% | 0.48% | -16.6% |
| Q1 2019 | $443,000 | +10.8% | 14,683 | +0.0% | 0.58% | +183.3% |
| Q4 2018 | $400,000 | – | 14,682 | – | 0.20% | – |
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% |