FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 175 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,069,585 | +470.7% | 59,131 | +468.7% | 0.00% | – |
| Q2 2023 | $362,630 | +43.2% | 10,398 | +53.9% | 0.00% | – |
| Q4 2022 | $253,154 | +16.7% | 6,758 | +21.0% | 0.00% | – |
| Q2 2022 | $217,000 | -4.0% | 5,583 | -6.7% | 0.00% | – |
| Q1 2022 | $226,000 | -12.1% | 5,987 | -17.3% | 0.00% | – |
| Q4 2021 | $257,000 | -13.5% | 7,243 | -18.7% | 0.00% | – |
| Q3 2021 | $297,000 | +12.1% | 8,912 | +11.6% | 0.00% | – |
| Q2 2021 | $265,000 | +409.6% | 7,988 | +402.1% | 0.00% | – |
| Q1 2021 | $52,000 | +477.8% | 1,591 | +468.2% | 0.00% | – |
| Q2 2019 | $9,000 | +12.5% | 280 | 0.0% | 0.00% | – |
| Q1 2019 | $8,000 | -80.5% | 280 | -81.2% | 0.00% | – |
| Q4 2018 | $41,000 | -6.8% | 1,487 | 0.0% | 0.00% | – |
| Q3 2018 | $44,000 | +2.3% | 1,487 | 0.0% | 0.00% | – |
| Q2 2018 | $43,000 | +207.1% | 1,487 | +198.6% | 0.00% | – |
| Q4 2016 | $14,000 | 0.0% | 498 | 0.0% | 0.00% | – |
| Q3 2016 | $14,000 | +7.7% | 498 | 0.0% | 0.00% | – |
| Q2 2016 | $13,000 | 0.0% | 498 | 0.0% | 0.00% | – |
| Q1 2016 | $13,000 | +8.3% | 498 | 0.0% | 0.00% | – |
| Q4 2015 | $12,000 | +9.1% | 498 | 0.0% | 0.00% | – |
| Q3 2015 | $11,000 | 0.0% | 498 | 0.0% | 0.00% | – |
| Q2 2015 | $11,000 | -8.3% | 498 | 0.0% | 0.00% | – |
| Q1 2015 | $12,000 | – | 498 | – | 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% |