FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 190 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $338,814 | -9.6% | 10,132 | -8.1% | 0.00% | 0.0% |
| Q2 2023 | $374,858 | -4.2% | 11,022 | 0.0% | 0.00% | -50.0% |
| Q1 2023 | $391,281 | -7.7% | 11,022 | -4.9% | 0.00% | 0.0% |
| Q4 2022 | $423,877 | +9.2% | 11,594 | -3.9% | 0.00% | 0.0% |
| Q3 2022 | $388,000 | -7.2% | 12,070 | +1.7% | 0.00% | 0.0% |
| Q2 2022 | $418,000 | +8.3% | 11,870 | +15.0% | 0.00% | +100.0% |
| Q1 2022 | $386,000 | +3.2% | 10,319 | -2.0% | 0.00% | 0.0% |
| Q4 2021 | $374,000 | +8.4% | 10,525 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $345,000 | -1.1% | 10,525 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $349,000 | +15.6% | 10,525 | +14.0% | 0.00% | 0.0% |
| Q1 2021 | $302,000 | +18.4% | 9,235 | +7.2% | 0.00% | 0.0% |
| Q4 2020 | $255,000 | +10.4% | 8,615 | +21.3% | 0.00% | 0.0% |
| Q4 2019 | $231,000 | +4.5% | 7,105 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $221,000 | +1.4% | 7,105 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $218,000 | +1.9% | 7,105 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $214,000 | +0.9% | 7,105 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $212,000 | +2.4% | 7,105 | -2.1% | 0.00% | 0.0% |
| Q2 2018 | $207,000 | +3.0% | 7,257 | +2.1% | 0.00% | 0.0% |
| Q1 2018 | $201,000 | -18.6% | 7,105 | -13.4% | 0.00% | -50.0% |
| Q4 2017 | $247,000 | -7.8% | 8,205 | -11.1% | 0.00% | 0.0% |
| Q3 2017 | $268,000 | +3.1% | 9,233 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $260,000 | -2.3% | 9,233 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $266,000 | +3.9% | 9,233 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $256,000 | +1.6% | 9,233 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $252,000 | -17.4% | 9,233 | -18.9% | 0.00% | -33.3% |
| Q2 2016 | $305,000 | +4.5% | 11,385 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $292,000 | – | 11,385 | – | 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% |