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 | $20,569 | -2.9% | 615,099 | -1.2% | 0.08% | +4.1% |
| Q2 2023 | $21,180 | +68.3% | 622,743 | +75.6% | 0.07% | +45.1% |
| Q1 2023 | $12,586 | -21.8% | 354,545 | -19.4% | 0.05% | -19.0% |
| Q4 2022 | $16,092 | -99.9% | 440,152 | +8.3% | 0.06% | +12.5% |
| Q3 2022 | $13,063,000 | +3.9% | 406,562 | +15.8% | 0.06% | -1.8% |
| Q2 2022 | $12,575,000 | -4.9% | 351,144 | -0.5% | 0.06% | 0.0% |
| Q1 2022 | $13,216,000 | +32.5% | 352,999 | +25.8% | 0.06% | +46.2% |
| Q4 2021 | $9,978,000 | +2.9% | 280,605 | -5.2% | 0.04% | -4.9% |
| Q3 2021 | $9,696,000 | +2.4% | 295,973 | +3.7% | 0.04% | -2.4% |
| Q2 2021 | $9,471,000 | +86.7% | 285,428 | +84.1% | 0.04% | +68.0% |
| Q1 2021 | $5,073,000 | -2.9% | 155,032 | -12.2% | 0.02% | 0.0% |
| Q4 2020 | $5,224,000 | +9.1% | 176,556 | -3.9% | 0.02% | -7.4% |
| Q3 2020 | $4,789,000 | -1.7% | 183,756 | -4.4% | 0.03% | -12.9% |
| Q2 2020 | $4,873,000 | +2.4% | 192,137 | -9.9% | 0.03% | -18.4% |
| Q1 2020 | $4,759,000 | -27.2% | 213,135 | +6.3% | 0.04% | -11.6% |
| Q4 2019 | $6,533,000 | +5.1% | 200,508 | +0.1% | 0.04% | -4.4% |
| Q3 2019 | $6,218,000 | +7.7% | 200,324 | +6.3% | 0.04% | +2.3% |
| Q2 2019 | $5,773,000 | +4.2% | 188,411 | +2.6% | 0.04% | -4.3% |
| Q1 2019 | $5,540,000 | +27.0% | 183,681 | +14.7% | 0.05% | +9.5% |
| Q4 2018 | $4,363,000 | -2.6% | 160,176 | +6.6% | 0.04% | +7.7% |
| Q3 2018 | $4,479,000 | -20.8% | 150,256 | -24.1% | 0.04% | -27.8% |
| Q2 2018 | $5,658,000 | -6.3% | 197,896 | -7.5% | 0.05% | -11.5% |
| Q1 2018 | $6,040,000 | -30.8% | 213,957 | -26.3% | 0.06% | -33.0% |
| Q4 2017 | $8,732,000 | +2.2% | 290,199 | -1.5% | 0.09% | -6.2% |
| Q3 2017 | $8,547,000 | +0.8% | 294,530 | -2.3% | 0.10% | -8.5% |
| Q2 2017 | $8,478,000 | -10.7% | 301,383 | -8.5% | 0.11% | -15.9% |
| Q1 2017 | $9,493,000 | -28.8% | 329,512 | -31.4% | 0.13% | -37.3% |
| Q4 2016 | $13,325,000 | -2.3% | 480,104 | -4.0% | 0.20% | -16.2% |
| Q3 2016 | $13,638,000 | -43.2% | 500,103 | -44.1% | 0.24% | -50.9% |
| Q2 2016 | $23,994,000 | +126.2% | 894,264 | +116.3% | 0.49% | +75.9% |
| Q1 2016 | $10,606,000 | +32.7% | 413,503 | +22.7% | 0.28% | +35.0% |
| Q4 2015 | $7,990,000 | +42.6% | 337,128 | +33.2% | 0.21% | +30.4% |
| Q3 2015 | $5,605,000 | -99.9% | 253,165 | +15.0% | 0.16% | +50.5% |
| Q2 2015 | $5,018,540,000 | +73974.4% | 220,208 | -24.3% | 0.10% | -16.7% |
| Q1 2015 | $6,775,000 | -99.9% | 291,021 | +18.3% | 0.13% | +6.8% |
| Q4 2014 | $5,894,448,000 | +66.9% | 245,909 | +62.9% | 0.12% | +61.6% |
| Q3 2014 | $3,531,943,000 | -7.6% | 150,938 | -6.1% | 0.07% | -12.0% |
| Q2 2014 | $3,823,865,000 | +4.4% | 160,802 | -1.2% | 0.08% | -6.7% |
| Q1 2014 | $3,664,306,000 | +5.1% | 162,786 | +2.3% | 0.09% | -3.3% |
| Q4 2013 | $3,487,124,000 | -6.5% | 159,157 | -11.0% | 0.09% | -17.9% |
| Q3 2013 | $3,728,068,000 | – | 178,890 | – | 0.11% | – |
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% |