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 2023 | $346,597 | -59.5% | 10,191 | -57.7% | 0.05% | -60.2% |
| Q1 2023 | $855,740 | +8.9% | 24,105 | +12.2% | 0.12% | +3.5% |
| Q4 2022 | $785,746 | +206.9% | 21,492 | +178.4% | 0.11% | +192.3% |
| Q2 2021 | $256,000 | -0.8% | 7,719 | -2.2% | 0.04% | -11.4% |
| Q1 2021 | $258,000 | +12.7% | 7,889 | +2.1% | 0.04% | -2.2% |
| Q4 2020 | $229,000 | -84.0% | 7,729 | -83.0% | 0.04% | -89.4% |
| Q4 2019 | $1,429,000 | +1.1% | 45,518 | 0.0% | 0.42% | -15.2% |
| Q3 2019 | $1,413,000 | +17.5% | 45,518 | +18.3% | 0.50% | +8.2% |
| Q2 2019 | $1,203,000 | – | 38,462 | – | 0.46% | – |
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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% |