FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 204 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2021. 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 | 306,438 | $10,897,000 | 6.69% |
| HFG Advisors, Inc. | 148,608 | $5,284,000 | 5.95% |
| Southland Equity Partners LLC | 381,647 | $13,571,362 | 5.57% |
| Key Client Fiduciary Advisors, LLC | 130,852 | $4,653,000 | 3.84% |
| SHEPHERD KAPLAN KROCHUK, LLC | 187,255 | $6,659,000 | 2.40% |
| PROVENCE WEALTH MANAGEMENT GROUP | 44,809 | $1,593,000 | 1.80% |
| Harvest Investment Services, LLC | 102,294 | $3,637,000 | 1.53% |
| Total Clarity Wealth Management, Inc. | 85,828 | $3,052,000 | 1.39% |
| Leelyn Smith, LLC | 135,992 | $4,836,000 | 1.29% |
| Quad-Cities Investment Group, LLC | 54,284 | $1,930,000 | 1.20% |