FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 118 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $451,741 | -1.6% | 13,509 | +0.1% | 0.02% | +5.6% |
Q2 2023 | $459,181 | -4.2% | 13,501 | +0.0% | 0.02% | -5.3% |
Q1 2023 | $479,125 | +97085.6% | 13,496 | +0.0% | 0.02% | -9.5% |
Q4 2022 | $493 | -99.9% | 13,490 | +0.0% | 0.02% | +5.0% |
Q3 2022 | $433,000 | +11.9% | 13,484 | +22.8% | 0.02% | +17.6% |
Q2 2022 | $387,000 | -37.2% | 10,980 | -51.4% | 0.02% | -58.5% |
Q4 2018 | $616,000 | -14.6% | 22,604 | -6.5% | 0.04% | 0.0% |
Q3 2018 | $721,000 | +4.3% | 24,175 | +0.1% | 0.04% | -4.7% |
Q2 2018 | $691,000 | -49.3% | 24,157 | -50.0% | 0.04% | +4.9% |
Q1 2018 | $1,362,000 | +87.6% | 48,282 | +100.2% | 0.04% | -2.4% |
Q4 2017 | $726,000 | -53.3% | 24,122 | -55.0% | 0.04% | -55.8% |
Q3 2017 | $1,554,000 | +3.2% | 53,554 | +0.0% | 0.10% | +1.1% |
Q2 2017 | $1,506,000 | -2.3% | 53,534 | +0.0% | 0.09% | -5.1% |
Q1 2017 | $1,542,000 | +3.8% | 53,516 | +0.0% | 0.10% | -1.0% |
Q4 2016 | $1,485,000 | +1.8% | 53,493 | -0.0% | 0.10% | 0.0% |
Q3 2016 | $1,459,000 | +1.7% | 53,496 | +0.0% | 0.10% | 0.0% |
Q2 2016 | $1,435,000 | +4.7% | 53,480 | +0.0% | 0.10% | -1.0% |
Q1 2016 | $1,371,000 | +5.9% | 53,466 | -2.1% | 0.10% | -1.0% |
Q4 2015 | $1,295,000 | +7.1% | 54,635 | +0.0% | 0.10% | +2.0% |
Q3 2015 | $1,209,000 | -2.9% | 54,619 | +0.0% | 0.10% | +1.0% |
Q2 2015 | $1,245,000 | -2.0% | 54,602 | +0.0% | 0.10% | -2.9% |
Q1 2015 | $1,271,000 | -2.8% | 54,586 | +0.0% | 0.10% | -7.3% |
Q4 2014 | $1,308,000 | +2.4% | 54,569 | +0.0% | 0.11% | -6.0% |
Q3 2014 | $1,277,000 | -1.5% | 54,554 | +0.0% | 0.12% | -3.3% |
Q2 2014 | $1,297,000 | +1.7% | 54,540 | -3.7% | 0.12% | -8.3% |
Q1 2014 | $1,275,000 | -19.1% | 56,642 | -21.2% | 0.13% | -22.8% |
Q4 2013 | $1,576,000 | +5.2% | 71,910 | +0.0% | 0.17% | -4.5% |
Q3 2013 | $1,498,000 | -0.3% | 71,888 | -1.3% | 0.18% | -1.6% |
Q2 2013 | $1,503,000 | – | 72,842 | – | 0.18% | – |
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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% |