FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 203 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,517,922 | -8.9% | 673,383 | -7.3% | 0.35% | -6.7% |
| Q2 2023 | $24,705,715 | -3.0% | 726,425 | +1.3% | 0.37% | -8.8% |
| Q1 2023 | $25,457,747 | +8.3% | 717,120 | +11.5% | 0.41% | +1.8% |
| Q4 2022 | $23,510,233 | +383.0% | 643,059 | +324.4% | 0.40% | +339.6% |
| Q3 2022 | $4,868,000 | +185.2% | 151,521 | +212.7% | 0.09% | +193.5% |
| Q2 2022 | $1,707,000 | +12.6% | 48,462 | +19.7% | 0.03% | +34.8% |
| Q1 2022 | $1,516,000 | +20.8% | 40,481 | +14.7% | 0.02% | +21.1% |
| Q4 2021 | $1,255,000 | +15.6% | 35,280 | +6.4% | 0.02% | 0.0% |
| Q3 2021 | $1,086,000 | -8.0% | 33,150 | -6.8% | 0.02% | -5.0% |
| Q2 2021 | $1,181,000 | -100.0% | 35,586 | -56.3% | 0.02% | -13.0% |
| Q1 2021 | $2,662,898,000 | +304928.4% | 81,384 | +175.8% | 0.02% | +21.1% |
| Q4 2020 | $873,000 | +6.2% | 29,513 | -6.4% | 0.02% | -9.5% |
| Q3 2020 | $822,000 | +50.3% | 31,528 | +46.1% | 0.02% | +31.2% |
| Q2 2020 | $547,000 | -23.7% | 21,581 | -32.9% | 0.02% | -38.5% |
| Q1 2020 | $717,000 | -46.2% | 32,153 | -21.4% | 0.03% | -33.3% |
| Q4 2019 | $1,332,000 | +21.5% | 40,913 | +15.8% | 0.04% | +5.4% |
| Q3 2019 | $1,096,000 | +215.9% | 35,340 | +211.8% | 0.04% | +184.6% |
| Q2 2019 | $347,000 | +303.5% | 11,336 | +290.9% | 0.01% | +225.0% |
| Q3 2018 | $86,000 | +3.6% | 2,900 | 0.0% | 0.00% | -20.0% |
| Q2 2018 | $83,000 | +29.7% | 2,900 | +26.1% | 0.01% | +25.0% |
| Q1 2018 | $64,000 | -7.2% | 2,300 | 0.0% | 0.00% | -20.0% |
| Q4 2017 | $69,000 | +4.5% | 2,300 | 0.0% | 0.01% | -28.6% |
| Q3 2017 | $66,000 | – | 2,300 | – | 0.01% | – |
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% |