FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 120 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $206,592 | -13.8% | 5,758 | -18.3% | 0.06% | -19.7% |
Q2 2023 | $239,641 | +3.5% | 7,046 | +8.0% | 0.07% | -1.4% |
Q1 2023 | $231,630 | -3.5% | 6,525 | -11.3% | 0.07% | -14.3% |
Q4 2019 | $240,000 | +5.3% | 7,354 | 0.0% | 0.08% | +15.1% |
Q3 2019 | $228,000 | -9.9% | 7,354 | -11.0% | 0.07% | -8.8% |
Q2 2019 | $253,000 | +0.4% | 8,262 | -1.2% | 0.08% | +11.1% |
Q1 2019 | $252,000 | +5.4% | 8,362 | -4.6% | 0.07% | -20.9% |
Q4 2018 | $239,000 | -10.5% | 8,762 | -2.2% | 0.09% | 0.0% |
Q3 2018 | $267,000 | +1.5% | 8,962 | -2.7% | 0.09% | -9.9% |
Q2 2018 | $263,000 | -17.6% | 9,212 | -18.6% | 0.10% | -19.8% |
Q1 2018 | $319,000 | -9.6% | 11,312 | -3.5% | 0.13% | -13.1% |
Q4 2017 | $353,000 | +6.0% | 11,719 | +2.2% | 0.14% | +9.8% |
Q3 2017 | $333,000 | -0.9% | 11,463 | -4.2% | 0.13% | 0.0% |
Q2 2017 | $336,000 | -0.9% | 11,960 | +1.7% | 0.13% | -5.7% |
Q1 2017 | $339,000 | +4.0% | 11,760 | 0.0% | 0.14% | +3.7% |
Q4 2016 | $326,000 | +5.2% | 11,760 | +3.5% | 0.14% | 0.0% |
Q3 2016 | $310,000 | +5.4% | 11,360 | +3.6% | 0.14% | +7.1% |
Q2 2016 | $294,000 | +27.3% | 10,960 | +21.8% | 0.13% | +17.8% |
Q1 2016 | $231,000 | – | 9,000 | – | 0.11% | – |
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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% |