FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 149 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,494,524 | +7.4% | 194,214 | +9.2% | 0.07% | +9.4% |
| Q2 2023 | $6,047,376 | -22.4% | 177,811 | -19.0% | 0.06% | -27.3% |
| Q1 2023 | $7,791,098 | +20.7% | 219,472 | +24.3% | 0.09% | +15.8% |
| Q4 2022 | $6,455,269 | +38.1% | 176,566 | +21.3% | 0.08% | +24.6% |
| Q3 2022 | $4,676,000 | -2.2% | 145,540 | +7.3% | 0.06% | +1.7% |
| Q2 2022 | $4,779,000 | -6.7% | 135,680 | -0.8% | 0.06% | +7.1% |
| Q1 2022 | $5,121,000 | +33.5% | 136,773 | +26.8% | 0.06% | +36.6% |
| Q4 2021 | $3,836,000 | +1.3% | 107,878 | -6.7% | 0.04% | -6.8% |
| Q3 2021 | $3,787,000 | -0.9% | 115,601 | +0.3% | 0.04% | -2.2% |
| Q2 2021 | $3,823,000 | +5.3% | 115,234 | +3.8% | 0.04% | -2.2% |
| Q1 2021 | $3,631,000 | +15.7% | 110,976 | +4.6% | 0.05% | -4.2% |
| Q4 2020 | $3,139,000 | +17.0% | 106,094 | +3.1% | 0.05% | +2.1% |
| Q3 2020 | $2,682,000 | -2.6% | 102,923 | -5.2% | 0.05% | -7.8% |
| Q2 2020 | $2,754,000 | +18.2% | 108,581 | +4.1% | 0.05% | +13.3% |
| Q1 2020 | $2,330,000 | -19.6% | 104,341 | +17.4% | 0.04% | -4.3% |
| Q4 2019 | $2,897,000 | +30.3% | 88,914 | +24.1% | 0.05% | +17.5% |
| Q3 2019 | $2,224,000 | +5.6% | 71,640 | +4.2% | 0.04% | +2.6% |
| Q2 2019 | $2,107,000 | +21.0% | 68,781 | +18.5% | 0.04% | +30.0% |
| Q1 2019 | $1,742,000 | +15.1% | 58,053 | +4.4% | 0.03% | 0.0% |
| Q4 2018 | $1,514,000 | +43.2% | 55,589 | +56.8% | 0.03% | +57.9% |
| Q3 2018 | $1,057,000 | +15.1% | 35,446 | +10.4% | 0.02% | +5.6% |
| Q2 2018 | $918,000 | +17.5% | 32,102 | +16.0% | 0.02% | +12.5% |
| Q1 2018 | $781,000 | -23.7% | 27,675 | -18.6% | 0.02% | -23.8% |
| Q4 2017 | $1,023,000 | -1.4% | 33,985 | -5.0% | 0.02% | +5.0% |
| Q3 2017 | $1,037,000 | +1.9% | 35,768 | -1.2% | 0.02% | -13.0% |
| Q2 2017 | $1,018,000 | +2.5% | 36,218 | +5.0% | 0.02% | -4.2% |
| Q1 2017 | $993,000 | +26.5% | 34,482 | +21.8% | 0.02% | +33.3% |
| Q4 2016 | $785,000 | +27.0% | 28,315 | +24.8% | 0.02% | +20.0% |
| Q3 2016 | $618,000 | +33.8% | 22,696 | +31.6% | 0.02% | +7.1% |
| Q2 2016 | $462,000 | +11.3% | 17,249 | +6.5% | 0.01% | +7.7% |
| Q1 2016 | $415,000 | -6.7% | 16,200 | -13.8% | 0.01% | -7.1% |
| Q4 2015 | $445,000 | +7.0% | 18,801 | 0.0% | 0.01% | -6.7% |
| Q3 2015 | $416,000 | +8.6% | 18,801 | +11.6% | 0.02% | +15.4% |
| Q2 2015 | $383,000 | +3.8% | 16,848 | +6.2% | 0.01% | +8.3% |
| Q1 2015 | $369,000 | +25.9% | 15,858 | +29.4% | 0.01% | +20.0% |
| Q4 2014 | $293,000 | -1.7% | 12,258 | -3.9% | 0.01% | 0.0% |
| Q3 2014 | $298,000 | -1.7% | 12,758 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $303,000 | +90.6% | 12,758 | +79.7% | 0.01% | +66.7% |
| Q1 2014 | $159,000 | -8.1% | 7,100 | -10.1% | 0.01% | 0.0% |
| Q4 2013 | $173,000 | -46.4% | 7,900 | -49.0% | 0.01% | -60.0% |
| Q3 2013 | $323,000 | – | 15,500 | – | 0.02% | – |
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% |