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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $298,275 | +38.7% | 8,920 | +35.7% | 0.00% | -20.0% |
| Q3 2021 | $215,000 | -1.4% | 6,571 | 0.0% | 0.01% | -37.5% |
| Q2 2021 | $218,000 | -0.5% | 6,571 | -1.9% | 0.01% | -38.5% |
| Q1 2021 | $219,000 | -46.5% | 6,696 | -57.4% | 0.01% | -67.5% |
| Q3 2020 | $409,000 | -29.5% | 15,713 | -31.4% | 0.04% | -31.0% |
| Q2 2020 | $580,000 | -0.9% | 22,902 | -12.7% | 0.06% | -37.6% |
| Q1 2020 | $585,000 | – | 26,238 | – | 0.09% | – |
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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% |