FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 190 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spectrum Wealth Advisory Group, LLC | 255,088 | $8,675,523 | 11.50% |
| Alpha Omega Group, Inc. | 161,774 | $5,501,934 | 10.19% |
| AIFG Consultants Ltd. | 363,732 | $12,370,533 | 9.93% |
| Kowal Investment Group, LLC | 1,023,026 | $34,793,116 | 9.31% |
| Sterling Manor Financial, LLC | 299,870 | $10,198,574 | 8.61% |
| Summit Financial Wealth Advisors, LLC | 824,616 | $28,045,178 | 6.48% |
| HC Advisors, LLC | 298,991 | $10,168,684 | 5.90% |
| Southland Equity Partners LLC | 403,530 | $13,724,059 | 4.63% |
| TRUE Private Wealth Advisors | 892,778 | $30,363,368 | 4.48% |
| HFG Advisors, Inc. | 122,834 | $4,177,581 | 4.41% |