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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $263,580 | -1.7% | 7,882 | 0.0% | 0.08% | -12.5% |
| Q2 2023 | $268,073 | -3.8% | 7,882 | +0.4% | 0.09% | +3.5% |
| Q1 2023 | $278,569 | -2.9% | 7,847 | 0.0% | 0.08% | +1.2% |
| Q4 2022 | $286,886 | +13.8% | 7,847 | 0.0% | 0.08% | +12.0% |
| Q3 2022 | $252,000 | -15.7% | 7,847 | -7.5% | 0.08% | -10.7% |
| Q2 2022 | $299,000 | -5.1% | 8,482 | +0.7% | 0.08% | +6.3% |
| Q1 2022 | $315,000 | -33.0% | 8,425 | -36.0% | 0.08% | -43.2% |
| Q4 2021 | $470,000 | +9.6% | 13,160 | +0.5% | 0.14% | -4.1% |
| Q3 2021 | $429,000 | -0.9% | 13,099 | +0.3% | 0.14% | 0.0% |
| Q2 2021 | $433,000 | -2.5% | 13,058 | -3.7% | 0.14% | -19.4% |
| Q1 2021 | $444,000 | +2.1% | 13,566 | -7.8% | 0.18% | -1.6% |
| Q4 2020 | $435,000 | – | 14,712 | – | 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% |