FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 203 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $46,651,898 | -3.7% | 1,395,093 | -2.1% | 0.02% | 0.0% |
| Q2 2023 | $48,460,240 | -20.4% | 1,424,882 | -17.0% | 0.02% | -27.6% |
| Q1 2023 | $60,909,755 | -5.0% | 1,715,768 | -2.2% | 0.03% | -12.1% |
| Q4 2022 | $64,134,659 | +123.4% | 1,754,230 | +96.3% | 0.03% | +106.2% |
| Q3 2022 | $28,711,000 | +24.6% | 893,602 | +36.6% | 0.02% | +23.1% |
| Q2 2022 | $23,047,000 | +62.1% | 654,380 | +72.3% | 0.01% | +85.7% |
| Q1 2022 | $14,222,000 | +37.7% | 379,856 | +30.8% | 0.01% | +40.0% |
| Q4 2021 | $10,325,000 | +11.5% | 290,343 | +2.7% | 0.01% | 0.0% |
| Q3 2021 | $9,264,000 | -11.0% | 282,769 | -9.8% | 0.01% | -16.7% |
| Q2 2021 | $10,405,000 | -38.0% | 313,582 | -38.8% | 0.01% | -45.5% |
| Q1 2021 | $16,771,000 | +18.7% | 512,568 | +7.4% | 0.01% | 0.0% |
| Q4 2020 | $14,128,000 | +1.6% | 477,469 | -10.6% | 0.01% | -8.3% |
| Q3 2020 | $13,912,000 | -4.4% | 533,840 | -7.0% | 0.01% | -14.3% |
| Q2 2020 | $14,553,000 | +5.8% | 573,864 | -6.8% | 0.01% | -12.5% |
| Q1 2020 | $13,753,000 | -30.9% | 615,903 | +0.8% | 0.02% | -23.8% |
| Q4 2019 | $19,913,000 | +18.8% | 611,194 | +13.2% | 0.02% | +16.7% |
| Q3 2019 | $16,765,000 | +9.5% | 540,109 | +8.1% | 0.02% | -5.3% |
| Q2 2019 | $15,314,000 | +5.4% | 499,797 | +3.7% | 0.02% | -5.0% |
| Q1 2019 | $14,531,000 | +20.8% | 481,798 | +9.1% | 0.02% | +5.3% |
| Q4 2018 | $12,027,000 | +1234.9% | 441,513 | +1360.9% | 0.02% | +850.0% |
| Q3 2018 | $901,000 | -67.9% | 30,222 | -69.2% | 0.00% | -66.7% |
| Q2 2018 | $2,803,000 | +2.8% | 98,026 | +0.8% | 0.01% | -25.0% |
| Q1 2018 | $2,726,000 | -5.2% | 97,218 | +1.7% | 0.01% | +33.3% |
| Q4 2017 | $2,876,000 | +38.9% | 95,586 | +34.0% | 0.01% | +20.0% |
| Q3 2017 | $2,071,000 | -25.1% | 71,336 | -27.4% | 0.01% | -37.5% |
| Q2 2017 | $2,766,000 | +4.8% | 98,281 | +7.3% | 0.01% | 0.0% |
| Q1 2017 | $2,640,000 | -5.5% | 91,631 | -9.0% | 0.01% | -20.0% |
| Q4 2016 | $2,793,000 | +43.9% | 100,669 | +41.4% | 0.01% | +25.0% |
| Q3 2016 | $1,941,000 | -26.0% | 71,183 | -27.2% | 0.01% | -20.0% |
| Q2 2016 | $2,624,000 | +22.4% | 97,813 | +17.1% | 0.01% | +11.1% |
| Q1 2016 | $2,143,000 | +30.1% | 83,545 | +20.2% | 0.01% | +28.6% |
| Q4 2015 | $1,647,000 | +25.2% | 69,479 | +16.9% | 0.01% | 0.0% |
| Q3 2015 | $1,316,000 | -2.1% | 59,443 | +0.8% | 0.01% | +16.7% |
| Q2 2015 | $1,344,000 | -1.8% | 58,953 | +0.3% | 0.01% | -14.3% |
| Q1 2015 | $1,369,000 | +22716.7% | 58,800 | +21758.7% | 0.01% | – |
| Q4 2014 | $6,000 | 0.0% | 269 | +5.9% | 0.00% | – |
| Q3 2014 | $6,000 | 0.0% | 254 | +0.8% | 0.00% | – |
| Q2 2014 | $6,000 | 0.0% | 252 | +0.8% | 0.00% | – |
| Q1 2014 | $6,000 | – | 250 | – | 0.00% | – |
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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% |