FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 172 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,880,823 | +10.7% | 86,149 | +12.6% | 0.00% | 0.0% |
| Q2 2023 | $2,603,125 | +11.2% | 76,540 | +16.0% | 0.00% | – |
| Q1 2023 | $2,341,722 | -77.4% | 65,964 | -76.8% | 0.00% | -100.0% |
| Q4 2022 | $10,383,369 | +222.5% | 284,009 | +183.4% | 0.00% | +100.0% |
| Q3 2022 | $3,220,000 | +98.9% | 100,226 | +118.0% | 0.00% | – |
| Q2 2022 | $1,619,000 | +32.5% | 45,980 | +23.3% | 0.00% | – |
| Q3 2021 | $1,222,000 | +319.9% | 37,303 | +320.1% | 0.00% | – |
| Q1 2021 | $291,000 | -91.2% | 8,879 | -92.0% | 0.00% | -100.0% |
| Q4 2020 | $3,298,000 | +178.1% | 111,448 | +144.8% | 0.00% | – |
| Q3 2020 | $1,186,000 | +2.7% | 45,529 | 0.0% | 0.00% | – |
| Q2 2020 | $1,155,000 | +13.6% | 45,529 | 0.0% | 0.00% | – |
| Q1 2020 | $1,017,000 | -8.1% | 45,529 | +22.6% | 0.00% | – |
| Q3 2018 | $1,107,000 | -29.2% | 37,122 | -34.1% | 0.00% | – |
| Q4 2016 | $1,564,000 | -78.5% | 56,359 | -80.2% | 0.00% | -100.0% |
| Q1 2016 | $7,287,000 | +23.0% | 284,101 | +13.7% | 0.00% | 0.0% |
| Q4 2015 | $5,923,000 | +13.3% | 249,932 | +5.9% | 0.00% | 0.0% |
| Q3 2015 | $5,226,000 | -3.6% | 236,043 | -0.7% | 0.00% | 0.0% |
| Q2 2015 | $5,422,000 | +113.5% | 237,800 | +118.0% | 0.00% | +100.0% |
| Q1 2015 | $2,540,000 | +36.8% | 109,092 | +40.8% | 0.00% | 0.0% |
| Q4 2014 | $1,857,000 | +482.1% | 77,474 | +467.9% | 0.00% | – |
| Q3 2014 | $319,000 | -14.5% | 13,642 | -17.7% | 0.00% | – |
| Q1 2014 | $373,000 | -91.7% | 16,575 | -92.4% | 0.00% | -100.0% |
| Q3 2013 | $4,519,000 | +1073.8% | 216,866 | +953.5% | 0.00% | – |
| Q2 2012 | $385,000 | – | 20,586 | – | 0.00% | – |
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% |