FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 215 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $34,489 | -22.2% | 1,031,355 | -20.9% | 0.16% | -20.3% |
| Q2 2023 | $44,354 | -10.4% | 1,304,149 | -6.5% | 0.20% | -16.9% |
| Q1 2023 | $49,517 | +10.8% | 1,394,835 | +14.1% | 0.24% | +4.7% |
| Q4 2022 | $44,699 | -99.8% | 1,222,627 | +60.3% | 0.23% | +68.1% |
| Q3 2022 | $24,509,000 | +31.5% | 762,820 | +44.1% | 0.14% | +38.0% |
| Q2 2022 | $18,639,000 | +50.3% | 529,220 | +59.7% | 0.10% | +75.4% |
| Q1 2022 | $12,404,000 | +74.5% | 331,293 | +65.7% | 0.06% | +78.1% |
| Q4 2021 | $7,110,000 | +11.1% | 199,948 | +2.3% | 0.03% | 0.0% |
| Q3 2021 | $6,402,000 | -2.3% | 195,433 | -1.0% | 0.03% | +3.2% |
| Q2 2021 | $6,553,000 | +3.1% | 197,491 | +1.6% | 0.03% | -11.4% |
| Q1 2021 | $6,359,000 | +15.3% | 194,342 | +4.3% | 0.04% | +9.4% |
| Q4 2020 | $5,514,000 | +6.1% | 186,344 | -6.5% | 0.03% | -8.6% |
| Q3 2020 | $5,195,000 | -11.9% | 199,342 | -14.3% | 0.04% | -20.5% |
| Q2 2020 | $5,900,000 | -12.2% | 232,661 | -22.7% | 0.04% | -31.2% |
| Q1 2020 | $6,720,000 | -63.7% | 300,952 | -47.1% | 0.06% | -55.2% |
| Q4 2019 | $18,524,000 | +10.8% | 568,564 | +5.6% | 0.14% | -2.7% |
| Q3 2019 | $16,714,000 | -3.9% | 538,468 | -5.1% | 0.15% | -8.1% |
| Q2 2019 | $17,386,000 | +51.7% | 567,434 | +49.3% | 0.16% | +45.5% |
| Q1 2019 | $11,463,000 | +67.0% | 380,062 | +50.9% | 0.11% | +44.7% |
| Q4 2018 | $6,863,000 | -8.9% | 251,946 | -0.3% | 0.08% | +5.6% |
| Q3 2018 | $7,537,000 | -4.4% | 252,830 | -8.3% | 0.07% | -13.3% |
| Q2 2018 | $7,884,000 | -14.4% | 275,749 | -15.5% | 0.08% | -20.2% |
| Q1 2018 | $9,214,000 | -16.1% | 326,398 | -10.5% | 0.10% | -19.4% |
| Q4 2017 | $10,979,000 | +44.8% | 364,886 | +39.7% | 0.13% | +26.5% |
| Q3 2017 | $7,580,000 | -0.5% | 261,214 | -3.6% | 0.10% | -8.9% |
| Q2 2017 | $7,620,000 | -25.9% | 270,878 | -24.1% | 0.11% | -36.4% |
| Q1 2017 | $10,284,000 | +2.0% | 356,968 | -1.7% | 0.18% | -6.9% |
| Q4 2016 | $10,083,000 | -9.0% | 363,282 | -10.6% | 0.19% | -8.3% |
| Q3 2016 | $11,076,000 | +43.7% | 406,149 | +41.4% | 0.21% | +26.4% |
| Q2 2016 | $7,706,000 | +52.8% | 287,234 | +46.1% | 0.16% | +43.0% |
| Q1 2016 | $5,042,000 | +150.8% | 196,580 | +131.8% | 0.11% | +137.5% |
| Q4 2015 | $2,010,000 | +33.7% | 84,801 | +24.9% | 0.05% | +11.6% |
| Q3 2015 | $1,503,000 | -0.8% | 67,869 | +2.1% | 0.04% | +2.4% |
| Q2 2015 | $1,515,000 | -6.1% | 66,453 | -4.1% | 0.04% | -8.7% |
| Q1 2015 | $1,613,000 | +3.4% | 69,307 | +6.5% | 0.05% | -4.2% |
| Q4 2014 | $1,560,000 | +17.6% | 65,066 | +14.8% | 0.05% | +23.1% |
| Q3 2014 | $1,326,000 | +1.0% | 56,675 | +2.6% | 0.04% | -15.2% |
| Q2 2014 | $1,313,000 | +17.0% | 55,227 | +10.8% | 0.05% | +9.5% |
| Q1 2014 | $1,122,000 | +4.8% | 49,842 | +1.9% | 0.04% | -4.5% |
| Q4 2013 | $1,071,000 | +18.1% | 48,898 | +12.3% | 0.04% | +10.0% |
| Q3 2013 | $907,000 | +4.3% | 43,523 | +3.2% | 0.04% | -9.1% |
| Q2 2013 | $870,000 | – | 42,188 | – | 0.04% | – |
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% |