FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 175 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,523,182 | -21.6% | 75,454 | -20.3% | 1.22% | -24.0% |
Q2 2023 | $3,219,625 | -5.2% | 94,667 | -1.1% | 1.60% | -13.3% |
Q1 2023 | $3,396,889 | +21.6% | 95,687 | +25.2% | 1.84% | +29.6% |
Q4 2022 | $2,793,586 | +14.8% | 76,411 | +0.9% | 1.42% | -6.4% |
Q3 2022 | $2,434,000 | -8.8% | 75,761 | 0.0% | 1.52% | +10.1% |
Q2 2022 | $2,668,000 | -5.9% | 75,761 | 0.0% | 1.38% | -11.2% |
Q1 2022 | $2,836,000 | -7.1% | 75,761 | -11.7% | 1.56% | +12.3% |
Q4 2021 | $3,052,000 | +21.9% | 85,828 | +12.3% | 1.39% | +16.5% |
Q3 2021 | $2,503,000 | -1.3% | 76,394 | 0.0% | 1.19% | -15.9% |
Q2 2021 | $2,535,000 | -5.9% | 76,394 | -7.2% | 1.42% | -8.5% |
Q1 2021 | $2,693,000 | +10.6% | 82,294 | 0.0% | 1.55% | -8.5% |
Q4 2020 | $2,435,000 | +13.5% | 82,294 | 0.0% | 1.69% | -9.7% |
Q3 2020 | $2,145,000 | +2.8% | 82,294 | 0.0% | 1.87% | -2.3% |
Q2 2020 | $2,087,000 | +10.8% | 82,294 | -2.4% | 1.92% | -34.1% |
Q1 2020 | $1,883,000 | -32.3% | 84,332 | -1.2% | 2.91% | +39.4% |
Q4 2019 | $2,782,000 | – | 85,383 | – | 2.09% | – |
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% |