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 | $2,341,469 | -1.3% | 70,020 | +0.4% | 0.56% | -2.1% |
| Q2 2023 | $2,372,368 | -1.0% | 69,755 | +4.3% | 0.58% | -8.9% |
| Q1 2023 | $2,396,047 | +6.9% | 66,854 | +9.1% | 0.63% | -9.2% |
| Q4 2022 | $2,240,470 | +32.6% | 61,282 | +23.6% | 0.70% | +32.3% |
| Q3 2022 | $1,690,000 | -2.0% | 49,564 | +1.2% | 0.53% | -1.3% |
| Q2 2022 | $1,725,000 | +43.3% | 48,990 | +52.4% | 0.53% | +75.9% |
| Q1 2022 | $1,204,000 | +6.2% | 32,152 | +0.9% | 0.30% | +17.0% |
| Q4 2021 | $1,134,000 | -1.8% | 31,879 | -9.6% | 0.26% | -7.8% |
| Q3 2021 | $1,155,000 | -13.4% | 35,245 | -12.2% | 0.28% | -11.1% |
| Q2 2021 | $1,333,000 | -4.0% | 40,162 | -5.4% | 0.32% | -13.7% |
| Q1 2021 | $1,389,000 | -0.4% | 42,458 | -9.9% | 0.37% | -16.8% |
| Q4 2020 | $1,394,000 | -15.1% | 47,112 | -25.2% | 0.44% | -26.4% |
| Q3 2020 | $1,642,000 | -7.7% | 62,996 | -10.5% | 0.60% | -10.5% |
| Q2 2020 | $1,779,000 | +18.0% | 70,383 | +4.2% | 0.67% | -3.7% |
| Q1 2020 | $1,508,000 | -67.5% | 67,514 | -52.6% | 0.69% | -20.1% |
| Q4 2019 | $4,642,000 | +180.8% | 142,489 | +167.6% | 0.87% | +17.1% |
| Q3 2019 | $1,653,000 | +14.2% | 53,247 | +12.7% | 0.74% | +12.3% |
| Q2 2019 | $1,448,000 | +15.8% | 47,245 | +14.0% | 0.66% | +9.8% |
| Q1 2019 | $1,250,000 | +28.7% | 41,430 | +16.3% | 0.60% | +0.8% |
| Q4 2018 | $971,000 | – | 35,630 | – | 0.60% | – |
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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% |