FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 177 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $2,810,000 | +26.7% | 85,787 | +28.4% | 0.83% | +26.3% |
| Q2 2021 | $2,217,000 | +39.2% | 66,827 | +37.2% | 0.66% | +20.6% |
| Q1 2021 | $1,593,000 | +12.1% | 48,694 | +1.4% | 0.54% | +7.1% |
| Q4 2020 | $1,421,000 | +170.2% | 48,008 | +137.9% | 0.51% | +135.6% |
| Q3 2020 | $526,000 | +10.7% | 20,183 | +7.8% | 0.22% | -16.9% |
| Q2 2020 | $475,000 | -55.6% | 18,725 | -43.0% | 0.26% | -50.8% |
| Q4 2019 | $1,069,000 | +26.8% | 32,824 | +20.8% | 0.53% | +5.8% |
| Q3 2019 | $843,000 | -73.5% | 27,173 | -73.8% | 0.50% | -74.6% |
| Q2 2019 | $3,176,000 | +40.4% | 103,646 | +38.2% | 1.96% | +31.0% |
| Q1 2019 | $2,262,000 | – | 74,997 | – | 1.50% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HC Advisors, LLC | 279,665 | $10,471,000 | 6.64% |
| Southland Equity Partners LLC | 391,065 | $14,641,472 | 6.09% |
| Key Client Fiduciary Advisors, LLC | 154,178 | $5,772,000 | 4.56% |
| HFG Advisors, Inc. | 82,506 | $3,089,000 | 3.53% |
| Fulcrum Equity Management | 158,515 | $5,935,000 | 3.52% |
| Harvest Investment Services, LLC | 100,927 | $3,778,000 | 2.26% |
| ICA Group Wealth Management, LLC | 297,745 | $11,502,000 | 2.19% |
| PROVENCE WEALTH MANAGEMENT GROUP | 50,548 | $1,893,000 | 2.16% |
| Total Clarity Wealth Management, Inc. | 75,761 | $2,836,000 | 1.56% |
| Leelyn Smith, LLC | 141,278 | $5,289,000 | 1.38% |