FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 337 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $996,469 | -52.8% | 29,799 | -52.0% | 0.00% | -72.7% |
| Q2 2023 | $2,110,872 | -71.9% | 62,066 | -70.7% | 0.01% | -31.2% |
| Q1 2023 | $7,523,586 | +2.8% | 211,932 | +5.8% | 0.02% | 0.0% |
| Q4 2022 | $7,321,286 | +347.8% | 200,254 | +293.6% | 0.02% | +300.0% |
| Q3 2022 | $1,635,000 | +15.4% | 50,883 | +26.5% | 0.00% | 0.0% |
| Q2 2022 | $1,417,000 | +23.4% | 40,222 | +31.1% | 0.00% | +100.0% |
| Q1 2022 | $1,148,000 | +25.9% | 30,672 | +19.6% | 0.00% | 0.0% |
| Q4 2021 | $912,000 | -5.2% | 25,639 | -12.7% | 0.00% | 0.0% |
| Q3 2021 | $962,000 | +1.8% | 29,373 | +3.2% | 0.00% | 0.0% |
| Q2 2021 | $945,000 | +71.8% | 28,468 | +69.4% | 0.00% | 0.0% |
| Q1 2021 | $550,000 | +91.6% | 16,802 | +73.3% | 0.00% | +100.0% |
| Q4 2020 | $287,000 | +22.6% | 9,694 | +8.1% | 0.00% | 0.0% |
| Q3 2020 | $234,000 | +3.1% | 8,968 | +0.4% | 0.00% | 0.0% |
| Q2 2020 | $227,000 | -87.1% | 8,936 | -83.4% | 0.00% | -87.5% |
| Q4 2019 | $1,759,000 | +5.6% | 53,990 | +0.6% | 0.01% | -11.1% |
| Q3 2019 | $1,666,000 | +2.3% | 53,684 | +1.0% | 0.01% | 0.0% |
| Q2 2019 | $1,629,000 | +1.6% | 53,173 | +0.0% | 0.01% | +12.5% |
| Q1 2019 | $1,603,000 | +10.8% | 53,151 | +0.1% | 0.01% | -11.1% |
| Q4 2018 | $1,447,000 | +589.0% | 53,120 | +499.2% | 0.01% | +350.0% |
| Q4 2015 | $210,000 | +4.0% | 8,865 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $202,000 | -23.8% | 8,865 | -22.0% | 0.00% | -33.3% |
| Q1 2015 | $265,000 | – | 11,370 | – | 0.00% | – |
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% |