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 | $2,935,578 | -5.0% | 87,786 | -3.4% | 0.22% | -1.8% |
| Q2 2023 | $3,090,242 | -10.9% | 90,863 | -7.0% | 0.22% | -10.9% |
| Q1 2023 | $3,470,044 | +74.8% | 97,748 | +80.0% | 0.25% | +61.4% |
| Q4 2022 | $1,984,969 | +15.2% | 54,293 | +1.3% | 0.15% | +6.2% |
| Q3 2022 | $1,723,000 | +23.0% | 53,617 | +34.8% | 0.14% | +28.6% |
| Q2 2022 | $1,401,000 | +2.2% | 39,784 | +8.7% | 0.11% | +21.7% |
| Q1 2022 | $1,371,000 | +7.4% | 36,615 | +2.0% | 0.09% | +10.8% |
| Q4 2021 | $1,276,000 | +4.8% | 35,883 | -3.4% | 0.08% | -4.6% |
| Q3 2021 | $1,217,000 | +3.1% | 37,139 | +4.5% | 0.09% | -6.5% |
| Q2 2021 | $1,180,000 | +1.1% | 35,552 | -0.3% | 0.09% | -17.0% |
| Q1 2021 | $1,167,000 | +16.0% | 35,668 | +4.9% | 0.11% | +6.7% |
| Q4 2020 | $1,006,000 | +374.5% | 34,003 | +317.5% | 0.10% | +556.2% |
| Q3 2020 | $212,000 | -78.0% | 8,144 | -78.5% | 0.02% | -89.0% |
| Q2 2020 | $962,000 | -14.4% | 37,933 | +9.9% | 0.14% | +2.1% |
| Q4 2019 | $1,124,000 | – | 34,509 | – | 0.14% | – |
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% |