FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 206 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $830,352 | +1.0% | 24,831 | +2.7% | 0.53% | +4.4% |
| Q2 2023 | $822,334 | -0.7% | 24,179 | +3.7% | 0.50% | -9.5% |
| Q1 2023 | $828,064 | -2.5% | 23,326 | +0.4% | 0.56% | -13.5% |
| Q4 2022 | $849,014 | +0.2% | 23,222 | -10.2% | 0.64% | -23.4% |
| Q3 2022 | $847,000 | 0.0% | 25,853 | 0.0% | 0.84% | 0.0% |
| Q2 2022 | $847,000 | +39.1% | 25,853 | +58.9% | 0.84% | +68.7% |
| Q1 2022 | $609,000 | -34.2% | 16,272 | -37.5% | 0.50% | -34.7% |
| Q4 2021 | $926,000 | +9.3% | 26,045 | +0.7% | 0.76% | -9.3% |
| Q3 2021 | $847,000 | +43.3% | 25,853 | +45.3% | 0.84% | +45.9% |
| Q2 2021 | $591,000 | -3.6% | 17,797 | 0.0% | 0.58% | -5.3% |
| Q1 2021 | $613,000 | +15.0% | 17,797 | -1.3% | 0.61% | +19.4% |
| Q4 2020 | $533,000 | – | 18,023 | – | 0.51% | – |
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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% |