FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 67 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $227,000 | +3.7% | 6,836 | +2.2% | 0.00% | – |
| Q1 2021 | $219,000 | +226.9% | 6,689 | +193.4% | 0.00% | – |
| Q4 2020 | $67,000 | -44.2% | 2,280 | -50.3% | 0.00% | – |
| Q3 2020 | $120,000 | +57.9% | 4,587 | +53.2% | 0.00% | – |
| Q2 2020 | $76,000 | +300.0% | 2,994 | +313.5% | 0.00% | – |
| Q4 2018 | $19,000 | -82.4% | 724 | -84.0% | 0.00% | – |
| Q4 2014 | $108,000 | -9.2% | 4,517 | -11.7% | 0.00% | – |
| Q3 2014 | $119,000 | -0.8% | 5,117 | +0.8% | 0.00% | – |
| Q2 2014 | $120,000 | +34.8% | 5,076 | +27.7% | 0.00% | – |
| Q1 2014 | $89,000 | -2.2% | 3,976 | -4.8% | 0.00% | – |
| Q4 2013 | $91,000 | -47.7% | 4,176 | -50.0% | 0.00% | – |
| Q3 2013 | $174,000 | – | 8,352 | – | 0.00% | – |
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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% |