FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 173 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2019. 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 ↓ |
|---|---|---|---|
| HC Advisors, LLC | 342,069 | $12,974,677 | 11.97% |
| Spectrum Wealth Advisory Group, LLC | 280,641 | $10,644,699 | 11.38% |
| Kowal Investment Group, LLC | 857,616 | $32,529,368 | 6.49% |
| Southland Equity Partners LLC | 430,386 | $16,324,540 | 4.66% |
| TRUE Private Wealth Advisors | 1,041,235 | $39,494,049 | 4.47% |
| Mach-1 Financial Group, LLC | 168,344 | $6,398,446 | 4.31% |
| HFG Advisors, Inc. | 117,869 | $4,470,777 | 4.17% |
| Next Level Private LLC | 225,279 | $8,544,815 | 3.91% |
| ICA Group Wealth Management, LLC | 169,234 | $6,419,060 | 3.85% |
| AIFG Consultants Ltd. | 135,965 | $5,157,162 | 3.83% |