FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 215 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $275,512 | -7.3% | 8,239 | 0.0% | 0.10% | -6.5% |
| Q1 2023 | $297,346 | -1.3% | 8,239 | 0.0% | 0.11% | -5.3% |
| Q4 2022 | $301,218 | +6.1% | 8,239 | 0.0% | 0.11% | 0.0% |
| Q3 2022 | $284,000 | -11.2% | 8,239 | -9.6% | 0.11% | -8.9% |
| Q2 2022 | $320,000 | -7.0% | 9,109 | 0.0% | 0.12% | +6.0% |
| Q1 2022 | $344,000 | +2.1% | 9,109 | -2.4% | 0.12% | +2.6% |
| Q4 2021 | $337,000 | +7.3% | 9,336 | -0.8% | 0.11% | 0.0% |
| Q3 2021 | $314,000 | +0.3% | 9,409 | 0.0% | 0.11% | +0.9% |
| Q2 2021 | $313,000 | +1.6% | 9,409 | 0.0% | 0.11% | -6.6% |
| Q1 2021 | $308,000 | +7.3% | 9,409 | -4.1% | 0.12% | -3.2% |
| Q4 2020 | $287,000 | +12.1% | 9,809 | 0.0% | 0.12% | -0.8% |
| Q3 2020 | $256,000 | +2.8% | 9,809 | 0.0% | 0.13% | -3.1% |
| Q2 2020 | $249,000 | +13.7% | 9,809 | 0.0% | 0.13% | -3.0% |
| Q1 2020 | $219,000 | – | 9,809 | – | 0.13% | – |
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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% |