FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 204 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $686,858 | -1.7% | 20,540 | 0.0% | 0.04% | +5.3% |
| Q2 2023 | $698,566 | -4.2% | 20,540 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $729,170 | -2.9% | 20,540 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $750,942 | +13.8% | 20,540 | 0.0% | 0.04% | -5.0% |
| Q3 2022 | $660,000 | -8.7% | 20,540 | 0.0% | 0.04% | -2.4% |
| Q2 2022 | $723,000 | -6.0% | 20,540 | 0.0% | 0.04% | +10.8% |
| Q1 2022 | $769,000 | +5.3% | 20,540 | 0.0% | 0.04% | +5.7% |
| Q4 2021 | $730,000 | +0.3% | 20,540 | -7.6% | 0.04% | -7.9% |
| Q3 2021 | $728,000 | -1.2% | 22,226 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $737,000 | -13.8% | 22,226 | -14.9% | 0.04% | -17.4% |
| Q1 2021 | $855,000 | -1.6% | 26,118 | -11.0% | 0.05% | -11.5% |
| Q4 2020 | $869,000 | +13.6% | 29,352 | 0.0% | 0.05% | -1.9% |
| Q3 2020 | $765,000 | +2.8% | 29,352 | 0.0% | 0.05% | -1.9% |
| Q2 2020 | $744,000 | +13.6% | 29,352 | 0.0% | 0.05% | -6.9% |
| Q1 2020 | $655,000 | -38.8% | 29,352 | -10.6% | 0.06% | -17.1% |
| Q4 2019 | $1,070,000 | +4.9% | 32,845 | 0.0% | 0.07% | -14.6% |
| Q3 2019 | $1,020,000 | +1.4% | 32,845 | 0.0% | 0.08% | -1.2% |
| Q2 2019 | $1,006,000 | +1.2% | 32,845 | -0.3% | 0.08% | -1.2% |
| Q1 2019 | $994,000 | +10.7% | 32,948 | 0.0% | 0.08% | -1.2% |
| Q4 2018 | $898,000 | -10.1% | 32,948 | -1.7% | 0.08% | +3.7% |
| Q3 2018 | $999,000 | +2.4% | 33,502 | -1.8% | 0.08% | -1.2% |
| Q2 2018 | $976,000 | -2.3% | 34,132 | -3.6% | 0.08% | -2.4% |
| Q1 2018 | $999,000 | -6.2% | 35,391 | 0.0% | 0.08% | -3.4% |
| Q4 2017 | $1,065,000 | -4.4% | 35,391 | -7.8% | 0.09% | -8.3% |
| Q3 2017 | $1,114,000 | -0.9% | 38,377 | -3.9% | 0.10% | -5.0% |
| Q2 2017 | $1,124,000 | -2.3% | 39,945 | 0.0% | 0.10% | -2.9% |
| Q1 2017 | $1,151,000 | +3.8% | 39,945 | 0.0% | 0.10% | +1.0% |
| Q4 2016 | $1,109,000 | 0.0% | 39,945 | -1.8% | 0.10% | -4.6% |
| Q3 2016 | $1,109,000 | +1.5% | 40,685 | -0.1% | 0.11% | -1.8% |
| Q2 2016 | $1,093,000 | +4.6% | 40,740 | 0.0% | 0.11% | -2.7% |
| Q1 2016 | $1,045,000 | +19.0% | 40,740 | +10.0% | 0.11% | +14.1% |
| Q4 2015 | $878,000 | +2.7% | 37,032 | -4.1% | 0.10% | -2.0% |
| Q3 2015 | $855,000 | -2.8% | 38,615 | 0.0% | 0.10% | +5.2% |
| Q2 2015 | $880,000 | -10.7% | 38,615 | -8.7% | 0.10% | -9.4% |
| Q1 2015 | $985,000 | -20.3% | 42,296 | -18.0% | 0.11% | -22.6% |
| Q4 2014 | $1,236,000 | +2.4% | 51,571 | 0.0% | 0.14% | +3.0% |
| Q3 2014 | $1,207,000 | -6.4% | 51,571 | -4.9% | 0.13% | -2.2% |
| Q2 2014 | $1,289,000 | -1.1% | 54,209 | -6.3% | 0.14% | -5.6% |
| Q1 2014 | $1,303,000 | +0.1% | 57,880 | -2.6% | 0.14% | -10.0% |
| Q4 2013 | $1,302,000 | -6.3% | 59,403 | -10.9% | 0.16% | -12.1% |
| Q3 2013 | $1,389,000 | +5.5% | 66,652 | +4.4% | 0.18% | +1.1% |
| Q2 2013 | $1,317,000 | – | 63,836 | – | 0.18% | – |
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% |