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 2021 | $999,000 | +9.3% | 30,482 | +13.8% | 0.05% | +4.5% |
| Q2 2021 | $914,000 | -99.8% | 26,781 | +68.7% | 0.04% | -2.2% |
| Q1 2021 | $519,341,000 | +51886.1% | 15,872 | -53.0% | 0.04% | -76.8% |
| Q4 2020 | $999,000 | +69.3% | 33,772 | +45.1% | 0.19% | +4.9% |
| Q3 2020 | $590,000 | 0.0% | 23,274 | 0.0% | 0.18% | +8.8% |
| Q2 2020 | $590,000 | -0.3% | 23,274 | -12.2% | 0.17% | +78.9% |
| Q1 2020 | $592,000 | -26.9% | 26,501 | +6.6% | 0.10% | -44.1% |
| Q4 2019 | $810,000 | +25.4% | 24,852 | +19.4% | 0.17% | +30.8% |
| Q3 2019 | $646,000 | +17.7% | 20,815 | +16.3% | 0.13% | -50.0% |
| Q2 2019 | $549,000 | +18.1% | 17,903 | +16.1% | 0.26% | +202.3% |
| Q1 2019 | $465,000 | – | 15,421 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spectrum Wealth Advisory Group, LLC | 255,088 | $8,675,523 | 11.50% |
| Alpha Omega Group, Inc. | 161,774 | $5,501,934 | 10.19% |
| AIFG Consultants Ltd. | 363,732 | $12,370,533 | 9.93% |
| Kowal Investment Group, LLC | 1,023,026 | $34,793,116 | 9.31% |
| Sterling Manor Financial, LLC | 299,870 | $10,198,574 | 8.61% |
| Summit Financial Wealth Advisors, LLC | 824,616 | $28,045,178 | 6.48% |
| HC Advisors, LLC | 298,991 | $10,168,684 | 5.90% |
| Southland Equity Partners LLC | 403,530 | $13,724,059 | 4.63% |
| TRUE Private Wealth Advisors | 892,778 | $30,363,368 | 4.48% |
| HFG Advisors, Inc. | 122,834 | $4,177,581 | 4.41% |