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 | $270,348 | -1.0% | 8,085 | +0.7% | 0.15% | -5.1% |
| Q2 2023 | $272,958 | -3.3% | 8,026 | +0.9% | 0.16% | -12.3% |
| Q1 2023 | $282,346 | -2.3% | 7,953 | +0.6% | 0.18% | -13.5% |
| Q4 2022 | $289,057 | +14.7% | 7,906 | +0.7% | 0.21% | +15.0% |
| Q3 2022 | $252,000 | -8.0% | 7,850 | +0.8% | 0.18% | +15.4% |
| Q2 2022 | $274,000 | -5.5% | 7,787 | +0.4% | 0.16% | +12.2% |
| Q1 2022 | $290,000 | +5.8% | 7,753 | +0.5% | 0.14% | +10.3% |
| Q4 2021 | $274,000 | +9.2% | 7,715 | +0.8% | 0.13% | -3.1% |
| Q3 2021 | $251,000 | -0.8% | 7,654 | +0.5% | 0.13% | -4.4% |
| Q2 2021 | $253,000 | +2.4% | 7,613 | +0.7% | 0.14% | -3.5% |
| Q1 2021 | $247,000 | +11.3% | 7,561 | +0.5% | 0.14% | -2.1% |
| Q4 2020 | $222,000 | -16.5% | 7,525 | -8.0% | 0.14% | -36.8% |
| Q4 2019 | $266,000 | – | 8,178 | – | 0.23% | – |
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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% |