FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 177 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,315,719 | +131325.6% | 69,250 | +33.7% | 0.07% | +35.3% |
Q2 2023 | $1,762 | +32.4% | 51,809 | +38.2% | 0.05% | +21.4% |
Q1 2023 | $1,331 | -3.1% | 37,500 | -0.2% | 0.04% | -8.7% |
Q4 2022 | $1,374 | -99.8% | 37,580 | +38.1% | 0.05% | +39.4% |
Q3 2022 | $875,000 | +2.6% | 27,219 | +12.4% | 0.03% | +6.5% |
Q2 2022 | $853,000 | -21.3% | 24,219 | -16.3% | 0.03% | -6.1% |
Q1 2022 | $1,084,000 | +5.3% | 28,942 | 0.0% | 0.03% | +6.5% |
Q4 2021 | $1,029,000 | +1.5% | 28,942 | -6.5% | 0.03% | -8.8% |
Q3 2021 | $1,014,000 | -3.1% | 30,942 | -1.8% | 0.03% | -2.9% |
Q2 2021 | $1,046,000 | +6.3% | 31,517 | +4.8% | 0.04% | +2.9% |
Q1 2021 | $984,000 | +5.4% | 30,068 | -4.7% | 0.03% | -5.6% |
Q4 2020 | $934,000 | +7.1% | 31,553 | -5.7% | 0.04% | -5.3% |
Q3 2020 | $872,000 | +48.6% | 33,474 | +44.6% | 0.04% | +35.7% |
Q2 2020 | $587,000 | +79.0% | 23,152 | +57.3% | 0.03% | +47.4% |
Q1 2020 | $328,000 | -42.6% | 14,716 | -16.1% | 0.02% | -29.6% |
Q4 2019 | $571,000 | +3.6% | 17,532 | -1.3% | 0.03% | -3.6% |
Q3 2019 | $551,000 | +6.0% | 17,758 | +4.7% | 0.03% | -3.4% |
Q2 2019 | $520,000 | +13.0% | 16,966 | +11.3% | 0.03% | +7.4% |
Q1 2019 | $460,000 | +23.0% | 15,244 | +10.9% | 0.03% | +12.5% |
Q4 2018 | $374,000 | -1.3% | 13,741 | +8.1% | 0.02% | +14.3% |
Q3 2018 | $379,000 | +4.1% | 12,710 | 0.0% | 0.02% | -4.5% |
Q2 2018 | $364,000 | +0.3% | 12,710 | -1.1% | 0.02% | -12.0% |
Q1 2018 | $363,000 | -6.2% | 12,854 | 0.0% | 0.02% | -3.8% |
Q4 2017 | $387,000 | -19.9% | 12,854 | -22.8% | 0.03% | -25.7% |
Q3 2017 | $483,000 | +0.6% | 16,647 | -2.5% | 0.04% | -2.8% |
Q2 2017 | $480,000 | -2.2% | 17,072 | 0.0% | 0.04% | -2.7% |
Q1 2017 | $491,000 | -16.4% | 17,072 | -19.3% | 0.04% | -21.3% |
Q4 2016 | $587,000 | -6.7% | 21,151 | -8.3% | 0.05% | -13.0% |
Q3 2016 | $629,000 | +1.6% | 23,068 | 0.0% | 0.05% | 0.0% |
Q2 2016 | $619,000 | -11.3% | 23,068 | -15.3% | 0.05% | -16.9% |
Q1 2016 | $698,000 | +52.7% | 27,223 | +41.2% | 0.06% | +54.8% |
Q4 2015 | $457,000 | +19.3% | 19,281 | +11.6% | 0.04% | -2.3% |
Q3 2015 | $383,000 | -21.8% | 17,281 | -19.6% | 0.04% | -17.3% |
Q2 2015 | $490,000 | -2.0% | 21,481 | 0.0% | 0.05% | -3.7% |
Q1 2015 | $500,000 | +1.8% | 21,481 | +4.9% | 0.05% | +1.9% |
Q4 2014 | $491,000 | +54.4% | 20,471 | +50.8% | 0.05% | +47.2% |
Q3 2014 | $318,000 | -1.5% | 13,571 | 0.0% | 0.04% | -2.7% |
Q2 2014 | $323,000 | +5.9% | 13,571 | 0.0% | 0.04% | -2.6% |
Q1 2014 | $305,000 | +2.3% | 13,571 | 0.0% | 0.04% | -2.6% |
Q4 2013 | $298,000 | +5.3% | 13,571 | 0.0% | 0.04% | -11.4% |
Q3 2013 | $283,000 | +38.0% | 13,571 | +36.0% | 0.04% | +29.4% |
Q2 2013 | $205,000 | – | 9,981 | – | 0.03% | – |
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% |