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 | $263,474 | -2.5% | 7,879 | -0.8% | 0.11% | 0.0% |
| Q2 2023 | $270,175 | -25.7% | 7,944 | -22.4% | 0.11% | -31.3% |
| Q1 2023 | $363,520 | -5.2% | 10,240 | -2.3% | 0.17% | -14.0% |
| Q4 2022 | $383,368 | +0.4% | 10,486 | -11.9% | 0.19% | -7.7% |
| Q3 2022 | $382,000 | -12.4% | 11,901 | -3.9% | 0.21% | -5.0% |
| Q2 2022 | $436,000 | -12.4% | 12,389 | -6.9% | 0.22% | +4.8% |
| Q1 2022 | $498,000 | -5.3% | 13,313 | -9.9% | 0.21% | -2.3% |
| Q4 2021 | $526,000 | +11.2% | 14,783 | +2.3% | 0.22% | +3.4% |
| Q3 2021 | $473,000 | -1.5% | 14,453 | -0.1% | 0.21% | -1.9% |
| Q2 2021 | $480,000 | +1.1% | 14,473 | -0.2% | 0.21% | +3.9% |
| Q1 2021 | $475,000 | +3.0% | 14,502 | -6.9% | 0.20% | -1.9% |
| Q4 2020 | $461,000 | +11.4% | 15,578 | -1.9% | 0.21% | +10.6% |
| Q3 2020 | $414,000 | -36.7% | 15,883 | -38.4% | 0.19% | -42.3% |
| Q2 2020 | $654,000 | +13.1% | 25,796 | -0.4% | 0.33% | -6.6% |
| Q1 2020 | $578,000 | -35.8% | 25,894 | -9.7% | 0.35% | -4.9% |
| Q4 2019 | $901,000 | -8.7% | 28,684 | -6.6% | 0.37% | -12.8% |
| Q3 2019 | $987,000 | -3.0% | 30,719 | -7.1% | 0.42% | -8.1% |
| Q2 2019 | $1,018,000 | -4.1% | 33,051 | -5.4% | 0.46% | -8.6% |
| Q1 2019 | $1,062,000 | – | 34,937 | – | 0.50% | – |
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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% |