FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 204 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,168,785 | -14.4% | 64,856 | -12.9% | 0.57% | -11.6% |
| Q2 2023 | $2,533,711 | -5.4% | 74,499 | -1.3% | 0.64% | -8.0% |
| Q1 2023 | $2,679,434 | -3.0% | 75,477 | -0.2% | 0.70% | -7.0% |
| Q4 2022 | $2,763,717 | +13.5% | 75,594 | -0.3% | 0.75% | +0.3% |
| Q3 2022 | $2,436,000 | -9.8% | 75,821 | -1.1% | 0.75% | -8.1% |
| Q2 2022 | $2,700,000 | -8.6% | 76,670 | -2.9% | 0.81% | -2.8% |
| Q1 2022 | $2,955,000 | +5.0% | 78,932 | -0.3% | 0.84% | -2.0% |
| Q4 2021 | $2,815,000 | +29.3% | 79,168 | +19.1% | 0.85% | +15.9% |
| Q3 2021 | $2,177,000 | +15.1% | 66,458 | +16.6% | 0.74% | +12.4% |
| Q2 2021 | $1,891,000 | +28.5% | 56,990 | +26.7% | 0.65% | +18.1% |
| Q1 2021 | $1,472,000 | +63.2% | 44,979 | +47.5% | 0.55% | +56.1% |
| Q4 2020 | $902,000 | +206.8% | 30,497 | +170.4% | 0.36% | +148.3% |
| Q3 2020 | $294,000 | – | 11,280 | – | 0.14% | – |
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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% |