FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 337 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $318,000 | -27.4% | 9,760 | -30.8% | 0.03% | -37.3% |
| Q3 2019 | $438,000 | +1.4% | 14,105 | 0.0% | 0.05% | +2.0% |
| Q2 2019 | $432,000 | -13.9% | 14,105 | -15.3% | 0.05% | -18.0% |
| Q1 2019 | $502,000 | -15.9% | 16,650 | -24.1% | 0.06% | -28.2% |
| Q4 2018 | $597,000 | -83.6% | 21,925 | -82.1% | 0.08% | -82.2% |
| Q3 2018 | $3,650,000 | -7.6% | 122,455 | -11.4% | 0.48% | -9.8% |
| Q2 2018 | $3,952,000 | -2.0% | 138,220 | -3.3% | 0.53% | +10.2% |
| Q1 2018 | $4,033,000 | -8.3% | 142,868 | -2.3% | 0.48% | -9.6% |
| Q4 2017 | $4,400,000 | +5.5% | 146,228 | +1.7% | 0.53% | -2.7% |
| Q3 2017 | $4,171,000 | +7.2% | 143,731 | +3.9% | 0.55% | -0.2% |
| Q2 2017 | $3,890,000 | -6.1% | 138,280 | -3.8% | 0.55% | -9.0% |
| Q1 2017 | $4,143,000 | +6.3% | 143,810 | +2.5% | 0.60% | -2.7% |
| Q4 2016 | $3,896,000 | +9.5% | 140,360 | +7.6% | 0.62% | -0.3% |
| Q3 2016 | $3,558,000 | +0.7% | 130,491 | -0.9% | 0.62% | -8.5% |
| Q2 2016 | $3,535,000 | +7.6% | 131,738 | +2.9% | 0.68% | +2.4% |
| Q1 2016 | $3,285,000 | +27.5% | 128,081 | +17.8% | 0.66% | +9.2% |
| Q4 2015 | $2,576,000 | +7.1% | 108,709 | +0.0% | 0.61% | -3.8% |
| Q3 2015 | $2,406,000 | -5.4% | 108,687 | -2.5% | 0.63% | -0.6% |
| Q2 2015 | $2,542,000 | -5.6% | 111,494 | -3.6% | 0.64% | -7.6% |
| Q1 2015 | $2,693,000 | -5.3% | 115,688 | -2.5% | 0.69% | -10.0% |
| Q4 2014 | $2,845,000 | +3.6% | 118,697 | +1.1% | 0.76% | -5.1% |
| Q3 2014 | $2,747,000 | -2.3% | 117,378 | +0.1% | 0.80% | +1.1% |
| Q2 2014 | $2,812,000 | +14.8% | 117,302 | +7.8% | 0.80% | +10.6% |
| Q1 2014 | $2,449,000 | – | 108,813 | – | 0.72% | – |
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% |