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 | $49 | -18.3% | 1,469 | -16.1% | 0.01% | -14.3% |
| Q2 2023 | $60 | -3.2% | 1,750 | +0.7% | 0.01% | -12.5% |
| Q1 2023 | $62 | +24.0% | 1,737 | +27.6% | 0.01% | +14.3% |
| Q4 2022 | $50 | -99.8% | 1,361 | +37.6% | 0.01% | +40.0% |
| Q3 2022 | $32,000 | +14.3% | 989 | +26.5% | 0.01% | +25.0% |
| Q2 2022 | $28,000 | -3.4% | 782 | +0.8% | 0.00% | 0.0% |
| Q1 2022 | $29,000 | +7.4% | 776 | +1.2% | 0.00% | +33.3% |
| Q4 2021 | $27,000 | +8.0% | 767 | +0.9% | 0.00% | -25.0% |
| Q3 2021 | $25,000 | 0.0% | 760 | +1.1% | 0.00% | 0.0% |
| Q2 2021 | $25,000 | +4.2% | 752 | +0.7% | 0.00% | 0.0% |
| Q1 2021 | $24,000 | -44.2% | 747 | -48.1% | 0.00% | -50.0% |
| Q4 2020 | $43,000 | – | 1,438 | – | 0.01% | – |
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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% |