FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 169 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $544,547 | -10.9% | 16,284 | -9.4% | 0.14% | -10.5% |
| Q2 2023 | $611,168 | -65.8% | 17,970 | -64.3% | 0.15% | -71.0% |
| Q1 2023 | $1,787,464 | -0.6% | 50,351 | +2.4% | 0.52% | -10.7% |
| Q4 2022 | $1,798,475 | +432.1% | 49,192 | +374.8% | 0.59% | +126.2% |
| Q4 2019 | $338,000 | +6.3% | 10,361 | +1.1% | 0.26% | -7.8% |
| Q3 2019 | $318,000 | +4.3% | 10,251 | +3.1% | 0.28% | 0.0% |
| Q2 2019 | $305,000 | +5.5% | 9,946 | +3.9% | 0.28% | -1.4% |
| Q1 2019 | $289,000 | +4.3% | 9,574 | +3.1% | 0.29% | +28.8% |
| Q4 2018 | $277,000 | – | 9,283 | – | 0.22% | – |
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% |