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 | $6,271,170 | -3.1% | 187,535 | -1.5% | 0.66% | -4.9% |
| Q2 2023 | $6,474,246 | -6.6% | 190,363 | -2.5% | 0.69% | -16.7% |
| Q1 2023 | $6,932,795 | -3.3% | 195,290 | -0.4% | 0.83% | -9.0% |
| Q4 2022 | $7,169,708 | +13.7% | 196,108 | -0.1% | 0.91% | -3.8% |
| Q3 2022 | $6,307,000 | -9.4% | 196,295 | -0.7% | 0.94% | -12.3% |
| Q2 2022 | $6,962,000 | -7.4% | 197,671 | -1.5% | 1.08% | -1.2% |
| Q1 2022 | $7,516,000 | +0.4% | 200,755 | -4.6% | 1.09% | +2.9% |
| Q4 2021 | $7,483,000 | +6.8% | 210,433 | -1.6% | 1.06% | -2.8% |
| Q3 2021 | $7,009,000 | -3.3% | 213,962 | -2.0% | 1.09% | -4.1% |
| Q2 2021 | $7,246,000 | -4.4% | 218,374 | -5.8% | 1.14% | -11.6% |
| Q1 2021 | $7,583,000 | +6.4% | 231,753 | -3.8% | 1.29% | -2.6% |
| Q4 2020 | $7,126,000 | +4.3% | 240,832 | -8.1% | 1.32% | -7.1% |
| Q3 2020 | $6,831,000 | -13.3% | 262,119 | -15.6% | 1.42% | -16.2% |
| Q2 2020 | $7,877,000 | -23.7% | 310,622 | -32.8% | 1.70% | -36.1% |
| Q1 2020 | $10,325,000 | -17.7% | 462,398 | +20.1% | 2.66% | +6.7% |
| Q4 2019 | $12,548,000 | -2.8% | 385,138 | -7.3% | 2.49% | -4.6% |
| Q3 2019 | $12,903,000 | -1.3% | 415,679 | -2.6% | 2.61% | -1.2% |
| Q2 2019 | $13,072,000 | +0.8% | 426,617 | -0.8% | 2.64% | -1.1% |
| Q1 2019 | $12,970,000 | +9.6% | 430,041 | -1.0% | 2.67% | -2.3% |
| Q4 2018 | $11,832,000 | – | 434,358 | – | 2.73% | – |
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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% |