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 | $13,634,865 | -0.6% | 407,741 | +1.0% | 4.69% | +1.2% |
| Q2 2023 | $13,724,059 | -2.8% | 403,530 | +1.5% | 4.63% | -16.5% |
| Q1 2023 | $14,113,064 | -2.8% | 397,551 | +0.1% | 5.55% | -1.0% |
| Q4 2022 | $14,526,712 | +13.3% | 397,339 | -0.5% | 5.60% | -11.1% |
| Q3 2022 | $12,826,674 | -8.1% | 399,212 | +0.8% | 6.30% | -1.1% |
| Q2 2022 | $13,952,261 | -4.7% | 396,146 | +1.3% | 6.37% | +4.5% |
| Q1 2022 | $14,641,472 | +7.9% | 391,065 | +2.5% | 6.09% | +9.4% |
| Q4 2021 | $13,571,362 | +9.0% | 381,647 | +0.4% | 5.57% | -2.6% |
| Q3 2021 | $12,451,862 | +7.4% | 380,093 | +8.7% | 5.72% | +4.4% |
| Q2 2021 | $11,598,035 | +30.0% | 349,549 | +28.2% | 5.47% | +8.1% |
| Q1 2021 | $8,919,388 | +36.8% | 272,597 | +23.7% | 5.06% | +15.2% |
| Q4 2020 | $6,519,093 | – | 220,314 | – | 4.40% | – |
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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% |