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 | $1,089,441 | -10.6% | 32,579 | -9.1% | 0.11% | -10.8% |
| Q2 2023 | $1,218,260 | -12.8% | 35,821 | -8.9% | 0.12% | -27.3% |
| Q1 2023 | $1,396,429 | +8.1% | 39,336 | +11.3% | 0.16% | +7.8% |
| Q4 2022 | $1,291,564 | +30.2% | 35,327 | +14.4% | 0.15% | +18.6% |
| Q3 2022 | $992,000 | -0.5% | 30,873 | +9.0% | 0.13% | +6.6% |
| Q2 2022 | $997,000 | -3.8% | 28,313 | +2.3% | 0.12% | +7.1% |
| Q1 2022 | $1,036,000 | +0.6% | 27,663 | -4.5% | 0.11% | -7.4% |
| Q4 2021 | $1,030,000 | +7.0% | 28,963 | -1.5% | 0.12% | 0.0% |
| Q3 2021 | $963,000 | -8.4% | 29,403 | -7.2% | 0.12% | -7.6% |
| Q2 2021 | $1,051,000 | +9.9% | 31,678 | +8.4% | 0.13% | -2.2% |
| Q1 2021 | $956,000 | +15.7% | 29,218 | +4.6% | 0.14% | +9.8% |
| Q4 2020 | $826,000 | +19.5% | 27,926 | +5.4% | 0.12% | -5.4% |
| Q3 2020 | $691,000 | +15.4% | 26,506 | +12.1% | 0.13% | +7.4% |
| Q2 2020 | $599,000 | +101.0% | 23,638 | +77.2% | 0.12% | +65.8% |
| Q1 2020 | $298,000 | -26.8% | 13,342 | +6.8% | 0.07% | -33.0% |
| Q4 2019 | $407,000 | +58.4% | 12,490 | +50.7% | 0.11% | +51.4% |
| Q3 2019 | $257,000 | -3.4% | 8,290 | -4.1% | 0.07% | -11.1% |
| Q2 2019 | $266,000 | -3.6% | 8,640 | -5.5% | 0.08% | -21.4% |
| Q1 2019 | $276,000 | +331.2% | 9,140 | +286.5% | 0.10% | +281.5% |
| Q4 2018 | $64,000 | – | 2,365 | – | 0.03% | – |
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% |