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 | $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 | 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% |