FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 282 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,513,592 | +3.6% | 92,634 | +5.1% | 0.01% | 0.0% |
| Q1 2024 | $3,390,663 | +13.1% | 88,117 | +5.4% | 0.01% | 0.0% |
| Q4 2023 | $2,999,087 | -56.2% | 83,587 | -59.2% | 0.01% | -61.1% |
| Q3 2023 | $6,846,149 | -30.0% | 204,734 | -28.8% | 0.02% | -30.8% |
| Q2 2023 | $9,781,834 | +96073.8% | 287,630 | +0.4% | 0.03% | -13.3% |
| Q1 2023 | $10,171 | +53.1% | 286,509 | +57.6% | 0.03% | +42.9% |
| Q4 2022 | $6,645 | -99.5% | 181,758 | +334.0% | 0.02% | +320.0% |
| Q3 2022 | $1,346,000 | -8.8% | 41,884 | -0.1% | 0.01% | -16.7% |
| Q2 2022 | $1,476,000 | -1.4% | 41,920 | +4.8% | 0.01% | 0.0% |
| Q1 2022 | $1,497,000 | +5.3% | 39,984 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $1,422,000 | +20.0% | 39,984 | +10.5% | 0.01% | 0.0% |
| Q3 2021 | $1,185,000 | +3.8% | 36,182 | +5.1% | 0.01% | -14.3% |
| Q2 2021 | $1,142,000 | -1.8% | 34,416 | -3.2% | 0.01% | -12.5% |
| Q1 2021 | $1,163,000 | +10.6% | 35,547 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $1,052,000 | +34.9% | 35,547 | +18.7% | 0.01% | +14.3% |
| Q3 2020 | $780,000 | +2.8% | 29,947 | 0.0% | 0.01% | -12.5% |
| Q2 2020 | $759,000 | +12.6% | 29,947 | -0.8% | 0.01% | 0.0% |
| Q1 2020 | $674,000 | -49.2% | 30,201 | -25.9% | 0.01% | -42.9% |
| Q4 2019 | $1,328,000 | +45.8% | 40,774 | +39.0% | 0.01% | +27.3% |
| Q3 2019 | $911,000 | +69.3% | 29,336 | +67.2% | 0.01% | +83.3% |
| Q2 2019 | $538,000 | -51.1% | 17,547 | -51.9% | 0.01% | -62.5% |
| Q1 2019 | $1,100,000 | +35.3% | 36,457 | +22.1% | 0.02% | +14.3% |
| Q4 2018 | $813,000 | +130.3% | 29,850 | +87.1% | 0.01% | -12.5% |
| Q3 2015 | $353,000 | – | 15,956 | – | 0.02% | – |
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% |