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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $162,000 | +5.2% | 4,328 | 0.0% | 0.05% | +6.2% |
| Q4 2021 | $154,000 | +8.5% | 4,328 | 0.0% | 0.05% | -2.0% |
| Q3 2021 | $142,000 | -1.4% | 4,328 | 0.0% | 0.05% | -2.0% |
| Q2 2021 | $144,000 | +1.4% | 4,328 | 0.0% | 0.05% | -9.1% |
| Q1 2021 | $142,000 | +10.9% | 4,328 | 0.0% | 0.06% | -3.5% |
| Q4 2020 | $128,000 | +13.3% | 4,328 | 0.0% | 0.06% | +1.8% |
| Q3 2020 | $113,000 | +2.7% | 4,328 | 0.0% | 0.06% | -5.1% |
| Q2 2020 | $110,000 | +13.4% | 4,328 | 0.0% | 0.06% | -7.8% |
| Q1 2020 | $97,000 | -31.2% | 4,328 | 0.0% | 0.06% | -20.0% |
| Q4 2019 | $141,000 | +5.2% | 4,328 | 0.0% | 0.08% | -1.2% |
| Q3 2019 | $134,000 | +0.8% | 4,328 | 0.0% | 0.08% | 0.0% |
| Q2 2019 | $133,000 | +1.5% | 4,328 | 0.0% | 0.08% | -3.6% |
| Q1 2019 | $131,000 | +11.0% | 4,328 | 0.0% | 0.08% | -1.2% |
| Q4 2018 | $118,000 | -6.3% | 4,328 | 0.0% | 0.08% | +1.2% |
| Q3 2018 | $126,000 | +1.6% | 4,328 | 0.0% | 0.08% | -7.7% |
| Q2 2018 | $124,000 | +1.6% | 4,328 | 0.0% | 0.09% | -2.2% |
| Q1 2018 | $122,000 | – | 4,328 | – | 0.09% | – |
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% |