FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 234 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,886,280 | -18.3% | 1,432,008 | -16.9% | 0.06% | -18.4% |
| Q2 2023 | $58,577,211 | +6.2% | 1,722,352 | +10.9% | 0.08% | -1.3% |
| Q1 2023 | $55,142,880 | +127.8% | 1,553,320 | +134.6% | 0.08% | +108.1% |
| Q4 2022 | $24,206,373 | +1366.2% | 662,099 | +1187.7% | 0.04% | +1133.3% |
| Q3 2022 | $1,651,000 | -23.6% | 51,416 | -16.1% | 0.00% | -25.0% |
| Q2 2022 | $2,160,000 | +81.4% | 61,313 | +92.7% | 0.00% | +100.0% |
| Q1 2022 | $1,191,000 | +8.3% | 31,825 | +3.0% | 0.00% | 0.0% |
| Q4 2021 | $1,100,000 | +24.9% | 30,905 | +14.9% | 0.00% | 0.0% |
| Q3 2021 | $881,000 | +2.6% | 26,892 | +3.9% | 0.00% | 0.0% |
| Q2 2021 | $859,000 | -2.7% | 25,890 | -4.0% | 0.00% | 0.0% |
| Q1 2021 | $883,000 | +15.1% | 26,981 | +4.0% | 0.00% | 0.0% |
| Q4 2020 | $767,000 | +12.8% | 25,934 | -0.6% | 0.00% | 0.0% |
| Q3 2020 | $680,000 | +3.8% | 26,079 | +1.0% | 0.00% | 0.0% |
| Q2 2020 | $655,000 | +6.2% | 25,811 | -6.5% | 0.00% | 0.0% |
| Q1 2020 | $617,000 | -50.2% | 27,618 | -27.4% | 0.00% | -50.0% |
| Q4 2019 | $1,239,000 | +94.2% | 38,041 | +85.0% | 0.00% | +100.0% |
| Q3 2019 | $638,000 | +1.3% | 20,566 | 0.0% | 0.00% | -33.3% |
| Q2 2019 | $630,000 | +84.8% | 20,566 | +82.0% | 0.00% | +200.0% |
| Q1 2019 | $341,000 | +124.3% | 11,300 | +102.3% | 0.00% | 0.0% |
| Q4 2018 | $152,000 | -2.6% | 5,587 | +6.7% | 0.00% | 0.0% |
| Q3 2018 | $156,000 | +2.0% | 5,237 | -1.8% | 0.00% | 0.0% |
| Q2 2018 | $153,000 | -10.5% | 5,335 | -11.7% | 0.00% | 0.0% |
| Q1 2018 | $171,000 | +29.5% | 6,042 | +38.0% | 0.00% | 0.0% |
| Q4 2017 | $132,000 | +73.7% | 4,377 | +68.9% | 0.00% | 0.0% |
| Q3 2017 | $76,000 | +13.4% | 2,592 | +8.1% | 0.00% | 0.0% |
| Q2 2017 | $67,000 | -24.7% | 2,398 | -22.6% | 0.00% | 0.0% |
| Q1 2017 | $89,000 | +7.2% | 3,098 | +3.3% | 0.00% | 0.0% |
| Q4 2016 | $83,000 | -49.7% | 3,000 | -51.1% | 0.00% | -50.0% |
| Q2 2016 | $165,000 | +816.7% | 6,140 | +679.2% | 0.00% | +100.0% |
| Q1 2015 | $18,000 | -89.3% | 788 | -90.3% | 0.00% | -90.0% |
| Q2 2013 | $168,000 | – | 8,124 | – | 0.01% | – |
Download | ||||||
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% |