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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $22,000 | -4.3% | 619 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $23,000 | +4.5% | 619 | +0.2% | 0.00% | 0.0% |
| Q4 2021 | $22,000 | +10.0% | 618 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $20,000 | 0.0% | 618 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $20,000 | 0.0% | 618 | 0.0% | 0.00% | -20.0% |
| Q1 2021 | $20,000 | +11.1% | 618 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $18,000 | +12.5% | 618 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $16,000 | 0.0% | 618 | 0.0% | 0.01% | -16.7% |
| Q2 2020 | $16,000 | +14.3% | 618 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $14,000 | -33.3% | 618 | -5.6% | 0.01% | -25.0% |
| Q4 2019 | $21,000 | +5.0% | 655 | 0.0% | 0.01% | -11.1% |
| Q3 2019 | $20,000 | 0.0% | 655 | +0.3% | 0.01% | 0.0% |
| Q2 2019 | $20,000 | +300.0% | 653 | +329.6% | 0.01% | +200.0% |
| Q1 2019 | $5,000 | +25.0% | 152 | +0.7% | 0.00% | 0.0% |
| Q4 2018 | $4,000 | 0.0% | 151 | +0.7% | 0.00% | +50.0% |
| Q3 2018 | $4,000 | +300.0% | 150 | +294.7% | 0.00% | +100.0% |
| Q1 2018 | $1,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $1,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $1,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $1,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $1,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $1,000 | – | 38 | – | 0.00% | – |
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% |