FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 149 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $21 | 0.0% | 550 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $21 | +5.0% | 550 | 0.0% | 0.01% | -12.5% |
| Q4 2023 | $20 | +11.1% | 550 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $18 | -14.3% | 550 | -12.0% | 0.01% | -20.0% |
| Q2 2023 | $21 | -4.5% | 625 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $22 | -4.3% | 625 | 0.0% | 0.01% | -16.7% |
| Q4 2022 | $23 | -99.9% | 625 | 0.0% | 0.01% | +20.0% |
| Q3 2022 | $20,000 | -9.1% | 625 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $22,000 | -4.3% | 625 | 0.0% | 0.01% | +11.1% |
| Q1 2022 | $23,000 | +4.5% | 625 | 0.0% | 0.01% | +12.5% |
| Q4 2021 | $22,000 | +10.0% | 625 | 0.0% | 0.01% | +14.3% |
| Q3 2021 | $20,000 | -4.8% | 625 | 0.0% | 0.01% | -12.5% |
| Q2 2021 | $21,000 | +5.0% | 625 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $20,000 | +11.1% | 625 | 0.0% | 0.01% | +14.3% |
| Q4 2020 | $18,000 | +12.5% | 625 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $16,000 | 0.0% | 625 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $16,000 | +14.3% | 625 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $14,000 | -30.0% | 625 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $20,000 | -50.0% | 625 | -55.4% | 0.01% | -52.9% |
| Q1 2018 | $40,000 | -4.8% | 1,400 | 0.0% | 0.02% | +6.2% |
| Q4 2017 | $42,000 | -87.0% | 1,400 | -91.1% | 0.02% | -91.9% |
| Q2 2013 | $324,000 | – | 15,721 | – | 0.20% | – |
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% |