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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Spectrum Wealth Advisory Group, LLC | 259,140 | $8,665,626 | 11.99% |
Alpha Omega Group, Inc. | 168,882 | $5,647,414 | 10.70% |
Sterling Manor Financial, LLC | 341,544 | $11,421,227 | 10.34% |
Kowal Investment Group, LLC | 1,080,205 | $36,122,056 | 9.75% |
AIFG Consultants Ltd. | 334,571 | $11,188,068 | 9.28% |
Summit Financial Wealth Advisors, LLC | 752,103 | $24,856,996 | 6.10% |
HC Advisors, LLC | 305,121 | $10,203,246 | 6.06% |
Southland Equity Partners LLC | 407,741 | $13,634,865 | 4.69% |
HFG Advisors, Inc. | 119,163 | $3,984,814 | 4.36% |
TRUE Private Wealth Advisors | 892,276 | $29,837,725 | 4.14% |