FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 172 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 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 ↓ |
|---|---|---|---|
| Spectrum Wealth Advisory Group, LLC | 259,140 | $8,665,626 | 11.99% |
| Alpha Omega Group, Inc. | 168,882 | $5,647,414 | 10.70% |
| Sterling Manor Financial, LLC | 341,544 | $11,421,227 | 10.34% |
| Kowal Investment Group, LLC | 1,080,205 | $36,122,056 | 9.75% |
| AIFG Consultants Ltd. | 334,571 | $11,188,068 | 9.28% |
| Summit Financial Wealth Advisors, LLC | 752,103 | $24,856,996 | 6.10% |
| HC Advisors, LLC | 305,121 | $10,203,246 | 6.06% |
| Southland Equity Partners LLC | 407,741 | $13,634,865 | 4.69% |
| HFG Advisors, Inc. | 119,163 | $3,984,814 | 4.36% |
| TRUE Private Wealth Advisors | 892,276 | $29,837,725 | 4.14% |