FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 204 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $454,000 | -15.1% | 13,881 | -34.2% | 0.05% | -37.3% |
| Q2 2020 | $535,000 | -12.6% | 21,098 | -23.0% | 0.08% | -25.0% |
| Q1 2020 | $612,000 | -22.8% | 27,386 | +12.6% | 0.10% | -9.9% |
| Q4 2019 | $793,000 | +18.9% | 24,328 | +13.2% | 0.11% | +12.1% |
| Q3 2019 | $667,000 | +2.0% | 21,496 | +0.7% | 0.10% | 0.0% |
| Q2 2019 | $654,000 | +20.0% | 21,355 | +18.3% | 0.10% | +11.2% |
| Q1 2019 | $545,000 | +15.2% | 18,059 | +3.9% | 0.09% | +1.1% |
| Q4 2018 | $473,000 | -23.5% | 17,373 | -16.2% | 0.09% | -12.9% |
| Q3 2018 | $618,000 | -44.4% | 20,736 | -46.7% | 0.10% | -47.7% |
| Q2 2018 | $1,112,000 | -10.4% | 38,893 | -11.5% | 0.19% | -38.7% |
| Q1 2018 | $1,241,000 | -5.8% | 43,962 | +0.4% | 0.32% | +2.3% |
| Q4 2017 | $1,318,000 | +5.6% | 43,794 | +1.8% | 0.31% | -2.2% |
| Q3 2017 | $1,248,000 | +5.6% | 43,003 | +2.4% | 0.32% | 0.0% |
| Q2 2017 | $1,182,000 | +42.8% | 42,006 | +46.1% | 0.32% | +33.5% |
| Q1 2017 | $828,000 | +88.2% | 28,752 | +81.6% | 0.24% | +29.0% |
| Q4 2016 | $440,000 | – | 15,836 | – | 0.18% | – |
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% |