FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 173 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $518,433 | -1.5% | 15,504 | +0.2% | 0.09% | -3.3% |
| Q2 2023 | $526,392 | +26.4% | 15,477 | +35.8% | 0.09% | +9.8% |
| Q4 2022 | $416,606 | +14.8% | 11,395 | +0.8% | 0.08% | +10.8% |
| Q3 2022 | $363,000 | +36.5% | 11,300 | +49.8% | 0.07% | +39.6% |
| Q2 2022 | $266,000 | -5.3% | 7,542 | +0.5% | 0.05% | +10.4% |
| Q1 2022 | $281,000 | +22.7% | 7,506 | -3.2% | 0.05% | 0.0% |
| Q4 2020 | $229,000 | -89.6% | 7,755 | -90.8% | 0.05% | -91.1% |
| Q3 2020 | $2,195,000 | +0.4% | 84,238 | -2.3% | 0.54% | -9.3% |
| Q2 2020 | $2,186,000 | +13.4% | 86,201 | -0.1% | 0.59% | -7.0% |
| Q1 2020 | $1,927,000 | -33.3% | 86,306 | -2.6% | 0.64% | -17.7% |
| Q4 2019 | $2,887,000 | +10.2% | 88,604 | +5.0% | 0.78% | -3.7% |
| Q3 2019 | $2,619,000 | +0.2% | 84,367 | -1.2% | 0.81% | -5.3% |
| Q2 2019 | $2,615,000 | +1.0% | 85,350 | -0.6% | 0.85% | -7.6% |
| Q1 2019 | $2,590,000 | +6.2% | 85,859 | -4.1% | 0.92% | -16.4% |
| Q4 2018 | $2,438,000 | -10.1% | 89,517 | -1.2% | 1.10% | -0.7% |
| Q3 2018 | $2,711,000 | +2.8% | 90,577 | -2.1% | 1.11% | -24.5% |
| Q2 2018 | $2,637,000 | -2.7% | 92,564 | -3.4% | 1.47% | -2.3% |
| Q1 2018 | $2,709,000 | – | 95,814 | – | 1.50% | – |
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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% |