FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 172 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,477,346 | +113.0% | 44,179 | +116.6% | 0.00% | – |
| Q2 2023 | $693,668 | -17.2% | 20,396 | -21.8% | 0.00% | – |
| Q3 2022 | $838,000 | -53.6% | 26,082 | -52.7% | 0.00% | – |
| Q3 2021 | $1,806,000 | +128.0% | 55,124 | +106.0% | 0.00% | – |
| Q4 2020 | $792,000 | -71.0% | 26,762 | -74.5% | 0.00% | -100.0% |
| Q3 2020 | $2,735,000 | +92.7% | 104,937 | +87.6% | 0.00% | 0.0% |
| Q2 2020 | $1,419,000 | +92.5% | 55,946 | +69.5% | 0.00% | – |
| Q1 2020 | $737,000 | +153.3% | 33,005 | +247.7% | 0.00% | – |
| Q2 2019 | $291,000 | -64.4% | 9,492 | -65.4% | 0.00% | – |
| Q3 2018 | $817,000 | +23.4% | 27,400 | +18.3% | 0.00% | – |
| Q2 2018 | $662,000 | +84.4% | 23,155 | +82.1% | 0.00% | – |
| Q1 2018 | $359,000 | +11.5% | 12,717 | +19.0% | 0.00% | – |
| Q4 2017 | $322,000 | +28.3% | 10,688 | +23.4% | 0.00% | – |
| Q3 2017 | $251,000 | -4.9% | 8,663 | -25.3% | 0.00% | – |
| Q2 2015 | $264,000 | – | 11,598 | – | 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% |