FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 215 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,825,264 | +24.2% | 84,488 | +26.4% | 0.06% | +22.0% |
| Q2 2023 | $2,274,006 | +3.7% | 66,863 | +8.3% | 0.05% | -2.0% |
| Q1 2023 | $2,192,395 | +16.9% | 61,758 | +20.3% | 0.05% | -5.6% |
| Q4 2022 | $1,876,175 | +7.9% | 51,318 | -5.2% | 0.05% | -15.6% |
| Q3 2022 | $1,739,000 | -3.2% | 54,138 | +6.2% | 0.06% | -16.9% |
| Q2 2022 | $1,796,000 | +35.5% | 50,983 | +44.1% | 0.08% | +54.0% |
| Q1 2022 | $1,325,000 | +36.9% | 35,391 | +30.0% | 0.05% | +47.1% |
| Q4 2021 | $968,000 | -0.9% | 27,233 | -8.7% | 0.03% | -12.8% |
| Q3 2021 | $977,000 | -1.2% | 29,823 | +0.1% | 0.04% | -4.9% |
| Q2 2021 | $989,000 | -2.8% | 29,794 | -4.2% | 0.04% | -14.6% |
| Q1 2021 | $1,018,000 | +10.9% | 31,101 | +0.2% | 0.05% | 0.0% |
| Q4 2020 | $918,000 | +14.3% | 31,034 | +0.7% | 0.05% | -12.7% |
| Q3 2020 | $803,000 | +4.0% | 30,810 | +1.3% | 0.06% | -1.8% |
| Q2 2020 | $772,000 | +22.5% | 30,425 | +7.8% | 0.06% | 0.0% |
| Q1 2020 | $630,000 | -21.6% | 28,231 | +14.3% | 0.06% | -11.1% |
| Q4 2019 | $804,000 | +5.0% | 24,689 | +0.0% | 0.06% | -8.7% |
| Q3 2019 | $766,000 | +3547.6% | 24,678 | +3476.5% | 0.07% | +3350.0% |
| Q2 2019 | $21,000 | 0.0% | 690 | +0.7% | 0.00% | -33.3% |
| Q1 2019 | $21,000 | – | 685 | – | 0.00% | – |
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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% |