FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 172 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $52,349,231 | -20.8% | 1,565,467 | -19.5% | 0.04% | -18.5% |
| Q2 2023 | $66,132,730 | -9.9% | 1,944,508 | -6.0% | 0.05% | -15.6% |
| Q1 2023 | $73,429,877 | -1.5% | 2,068,447 | +1.4% | 0.06% | -5.9% |
| Q4 2022 | $74,569,993 | +111.4% | 2,039,661 | +85.7% | 0.07% | +88.9% |
| Q3 2022 | $35,282,000 | +28.2% | 1,098,101 | +40.5% | 0.04% | +33.3% |
| Q2 2022 | $27,529,000 | +30.6% | 781,598 | +38.9% | 0.03% | +50.0% |
| Q1 2022 | $21,075,000 | +22.7% | 562,899 | +16.5% | 0.02% | +28.6% |
| Q4 2021 | $17,177,000 | +16.4% | 483,040 | +7.2% | 0.01% | +7.7% |
| Q3 2021 | $14,762,000 | +3.3% | 450,619 | +4.6% | 0.01% | 0.0% |
| Q2 2021 | $14,297,000 | +4.7% | 430,899 | +3.2% | 0.01% | -7.1% |
| Q1 2021 | $13,656,000 | +11.8% | 417,361 | +1.1% | 0.01% | +7.7% |
| Q4 2020 | $12,218,000 | +6.6% | 412,900 | -6.1% | 0.01% | -7.1% |
| Q3 2020 | $11,459,000 | -5.6% | 439,722 | -8.2% | 0.01% | -12.5% |
| Q2 2020 | $12,144,000 | -0.7% | 478,851 | -12.5% | 0.02% | -15.8% |
| Q1 2020 | $12,224,000 | -38.6% | 547,403 | -10.5% | 0.02% | -24.0% |
| Q4 2019 | $19,920,000 | +9.5% | 611,404 | +4.3% | 0.02% | 0.0% |
| Q3 2019 | $18,193,000 | +9.4% | 586,111 | +7.9% | 0.02% | +4.2% |
| Q2 2019 | $16,637,000 | +5.6% | 542,971 | +3.9% | 0.02% | 0.0% |
| Q1 2019 | $15,760,000 | +15.9% | 522,554 | +4.7% | 0.02% | 0.0% |
| Q4 2018 | $13,596,000 | -9.8% | 499,097 | -1.3% | 0.02% | +4.3% |
| Q3 2018 | $15,081,000 | +9.1% | 505,906 | +4.7% | 0.02% | 0.0% |
| Q2 2018 | $13,818,000 | -1.7% | 483,321 | -3.0% | 0.02% | -8.0% |
| Q1 2018 | $14,060,000 | -13.8% | 498,053 | -8.2% | 0.02% | -16.7% |
| Q4 2017 | $16,317,000 | +6.5% | 542,292 | +2.8% | 0.03% | -3.2% |
| Q3 2017 | $15,314,000 | -26.2% | 527,714 | -28.5% | 0.03% | -31.1% |
| Q2 2017 | $20,751,000 | -3.3% | 737,685 | -0.9% | 0.04% | -10.0% |
| Q1 2017 | $21,449,000 | +8.0% | 744,497 | +4.0% | 0.05% | -2.0% |
| Q4 2016 | $19,861,000 | +7.5% | 715,580 | +5.7% | 0.05% | +2.0% |
| Q3 2016 | $18,470,000 | +13.5% | 677,299 | +11.7% | 0.05% | -2.0% |
| Q2 2016 | $16,274,000 | -5.4% | 606,573 | -9.6% | 0.05% | -12.1% |
| Q1 2016 | $17,211,000 | +98.7% | 670,990 | +83.6% | 0.06% | +87.1% |
| Q4 2015 | $8,663,000 | +11.2% | 365,524 | +3.9% | 0.03% | -3.1% |
| Q3 2015 | $7,787,000 | -8.3% | 351,717 | -5.6% | 0.03% | -3.0% |
| Q2 2015 | $8,496,000 | -27.9% | 372,629 | -26.4% | 0.03% | -36.5% |
| Q1 2015 | $11,787,000 | -5.4% | 506,294 | -2.6% | 0.05% | -14.8% |
| Q4 2014 | $12,462,000 | +121.8% | 519,894 | +116.5% | 0.06% | +90.6% |
| Q3 2014 | $5,618,000 | +17.1% | 240,086 | +19.0% | 0.03% | +6.7% |
| Q2 2014 | $4,798,000 | +11.2% | 201,756 | +5.2% | 0.03% | 0.0% |
| Q1 2014 | $4,316,000 | -22.2% | 191,738 | -24.3% | 0.03% | -28.6% |
| Q4 2013 | $5,549,000 | +17.8% | 253,256 | +12.0% | 0.04% | +2.4% |
| Q3 2013 | $4,712,000 | +0.9% | 226,122 | -0.1% | 0.04% | -6.8% |
| Q2 2013 | $4,669,000 | – | 226,339 | – | 0.04% | – |
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% |