FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 286 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $577 | -3.5% | 17,261 | -1.9% | 0.03% | 0.0% |
| Q2 2023 | $598 | -6.4% | 17,593 | -2.3% | 0.03% | -9.4% |
| Q1 2023 | $639 | -29.8% | 18,012 | -27.6% | 0.03% | -36.0% |
| Q4 2022 | $910 | -99.9% | 24,887 | -7.0% | 0.05% | +4.2% |
| Q3 2022 | $860,000 | -9.7% | 26,753 | -1.0% | 0.05% | -7.7% |
| Q2 2022 | $952,000 | -12.3% | 27,016 | -6.8% | 0.05% | +4.0% |
| Q1 2022 | $1,086,000 | +8.9% | 29,001 | +3.4% | 0.05% | +16.3% |
| Q4 2021 | $997,000 | +15.9% | 28,039 | +6.8% | 0.04% | +4.9% |
| Q3 2021 | $860,000 | -4.8% | 26,249 | -3.6% | 0.04% | -4.7% |
| Q2 2021 | $903,000 | +16.2% | 27,219 | +14.6% | 0.04% | 0.0% |
| Q1 2021 | $777,000 | +111.1% | 23,749 | +91.2% | 0.04% | +34.4% |
| Q4 2020 | $368,000 | -80.2% | 12,424 | -82.6% | 0.03% | -82.1% |
| Q3 2020 | $1,863,000 | +3.5% | 71,490 | +0.7% | 0.18% | +5.3% |
| Q2 2020 | $1,800,000 | +15.1% | 70,986 | +1.3% | 0.17% | -8.6% |
| Q1 2020 | $1,564,000 | -30.8% | 70,050 | +0.9% | 0.19% | -7.5% |
| Q4 2019 | $2,261,000 | +50.7% | 69,394 | +43.6% | 0.20% | +36.7% |
| Q3 2019 | $1,500,000 | +2.5% | 48,313 | +1.1% | 0.15% | 0.0% |
| Q2 2019 | $1,464,000 | -4.2% | 47,796 | -5.6% | 0.15% | -10.4% |
| Q1 2019 | $1,528,000 | +12.3% | 50,658 | +1.4% | 0.16% | -5.7% |
| Q4 2018 | $1,361,000 | -4.7% | 49,946 | +4.3% | 0.17% | +7.4% |
| Q3 2018 | $1,428,000 | +3.9% | 47,907 | -0.4% | 0.16% | -4.7% |
| Q2 2018 | $1,375,000 | +2.1% | 48,078 | +0.8% | 0.17% | -3.4% |
| Q1 2018 | $1,347,000 | -1.2% | 47,711 | +5.3% | 0.18% | +6.0% |
| Q4 2017 | $1,363,000 | +475.1% | 45,293 | +453.4% | 0.17% | +435.5% |
| Q3 2017 | $237,000 | -6.3% | 8,184 | -8.9% | 0.03% | -6.1% |
| Q2 2017 | $253,000 | +17.7% | 8,982 | +20.3% | 0.03% | +13.8% |
| Q1 2017 | $215,000 | -3.2% | 7,468 | -6.6% | 0.03% | -12.1% |
| Q4 2016 | $222,000 | +1.8% | 7,995 | +0.0% | 0.03% | +3.1% |
| Q3 2016 | $218,000 | – | 7,992 | – | 0.03% | – |
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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% |