FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 203 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $599,267 | -5.0% | 17,921 | -3.4% | 0.39% | -5.8% |
| Q2 2023 | $631,044 | -7.2% | 18,555 | -3.2% | 0.42% | +4.0% |
| Q1 2023 | $680,239 | -16.9% | 19,162 | -14.4% | 0.40% | -23.6% |
| Q4 2022 | $818,529 | +14.3% | 22,389 | +0.4% | 0.52% | +4.6% |
| Q3 2022 | $716,000 | -5.4% | 22,295 | +3.7% | 0.50% | +0.6% |
| Q2 2022 | $757,000 | -21.6% | 21,493 | -16.6% | 0.50% | -11.0% |
| Q1 2022 | $965,000 | -46.0% | 25,780 | -48.7% | 0.56% | -42.2% |
| Q4 2021 | $1,788,000 | -1.1% | 50,271 | -7.7% | 0.96% | -25.4% |
| Q2 2021 | $1,807,000 | +5.3% | 54,449 | +3.8% | 1.29% | -6.8% |
| Q1 2021 | $1,716,000 | +21.4% | 52,453 | +13.4% | 1.38% | +116.4% |
| Q4 2020 | $1,413,000 | – | 46,245 | – | 0.64% | – |
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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% |