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 | $13,694,823 | -49.3% | 409,534 | -48.5% | 0.08% | -49.7% |
| Q2 2023 | $27,034,343 | +15.5% | 794,894 | +20.5% | 0.16% | +7.9% |
| Q1 2023 | $23,414,223 | -15.8% | 659,556 | -13.3% | 0.15% | -24.9% |
| Q4 2022 | $27,799,669 | +53.6% | 760,385 | +34.9% | 0.20% | +39.6% |
| Q3 2022 | $18,104,000 | -35.4% | 563,469 | -29.2% | 0.14% | -35.7% |
| Q2 2022 | $28,020,000 | +85.9% | 795,561 | +97.6% | 0.22% | +117.5% |
| Q1 2022 | $15,072,000 | +780.9% | 402,565 | +736.8% | 0.10% | +758.3% |
| Q4 2021 | $1,711,000 | -7.4% | 48,108 | -14.7% | 0.01% | -20.0% |
| Q3 2021 | $1,848,000 | +0.5% | 56,410 | +1.8% | 0.02% | -6.2% |
| Q2 2021 | $1,838,000 | -1.0% | 55,409 | -2.3% | 0.02% | -15.8% |
| Q1 2021 | $1,856,000 | +95.4% | 56,738 | +76.7% | 0.02% | +72.7% |
| Q4 2020 | $950,000 | +21.5% | 32,101 | +7.0% | 0.01% | 0.0% |
| Q3 2020 | $782,000 | -18.2% | 29,995 | -20.4% | 0.01% | -26.7% |
| Q2 2020 | $956,000 | +74.5% | 37,696 | +53.6% | 0.02% | +15.4% |
| Q1 2020 | $548,000 | -18.9% | 24,535 | +18.3% | 0.01% | -13.3% |
| Q4 2019 | $676,000 | +6.1% | 20,735 | +1.0% | 0.02% | -16.7% |
| Q3 2019 | $637,000 | -28.6% | 20,526 | -29.5% | 0.02% | -33.3% |
| Q2 2019 | $892,000 | +117.6% | 29,107 | +114.0% | 0.03% | -3.6% |
| Q1 2019 | $410,000 | +25.0% | 13,601 | +12.9% | 0.03% | -50.0% |
| Q4 2018 | $328,000 | -55.7% | 12,042 | -51.5% | 0.06% | +36.6% |
| Q3 2018 | $740,000 | -8.1% | 24,839 | -11.8% | 0.04% | -25.5% |
| Q2 2018 | $805,000 | -20.3% | 28,161 | -21.2% | 0.06% | -29.5% |
| Q1 2018 | $1,010,000 | -4.7% | 35,760 | +1.5% | 0.08% | -17.0% |
| Q4 2017 | $1,060,000 | +1.9% | 35,218 | -1.7% | 0.09% | -3.1% |
| Q3 2017 | $1,040,000 | -4.1% | 35,839 | -7.0% | 0.10% | -24.8% |
| Q2 2017 | $1,084,000 | +8.4% | 38,553 | +11.0% | 0.13% | -30.3% |
| Q1 2017 | $1,000,000 | +329.2% | 34,717 | +313.5% | 0.18% | +96.8% |
| Q4 2016 | $233,000 | – | 8,396 | – | 0.09% | – |
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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% |