FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 234 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,019 | +3.7% | 90,267 | +5.4% | 0.12% | +4.5% |
| Q2 2023 | $2,912 | -33.3% | 85,629 | -30.3% | 0.11% | -39.3% |
| Q1 2023 | $4,364 | +242.3% | 122,928 | +252.5% | 0.18% | +221.1% |
| Q4 2022 | $1,275 | -99.8% | 34,872 | +34.5% | 0.06% | +35.7% |
| Q3 2022 | $833,000 | +59.9% | 25,918 | +75.1% | 0.04% | +68.0% |
| Q2 2022 | $521,000 | +124.6% | 14,802 | +139.3% | 0.02% | +150.0% |
| Q1 2022 | $232,000 | -4.9% | 6,186 | -10.0% | 0.01% | -9.1% |
| Q4 2021 | $244,000 | -38.5% | 6,873 | -43.3% | 0.01% | -45.0% |
| Q3 2021 | $397,000 | +10.9% | 12,130 | +12.4% | 0.02% | +11.1% |
| Q2 2021 | $358,000 | -2.7% | 10,795 | -4.0% | 0.02% | -10.0% |
| Q1 2021 | $368,000 | +2.8% | 11,240 | -7.2% | 0.02% | -4.8% |
| Q4 2020 | $358,000 | +16.2% | 12,114 | +2.6% | 0.02% | 0.0% |
| Q3 2020 | $308,000 | -28.5% | 11,811 | -30.5% | 0.02% | -32.3% |
| Q2 2020 | $431,000 | +29.4% | 17,001 | +14.1% | 0.03% | +10.7% |
| Q1 2020 | $333,000 | -70.0% | 14,896 | -56.3% | 0.03% | -64.1% |
| Q4 2019 | $1,111,000 | +31.3% | 34,102 | +25.2% | 0.08% | +18.2% |
| Q3 2019 | $846,000 | +8.3% | 27,246 | +6.9% | 0.07% | 0.0% |
| Q2 2019 | $781,000 | +40.2% | 25,478 | +38.0% | 0.07% | +32.0% |
| Q1 2019 | $557,000 | +18.8% | 18,461 | +7.3% | 0.05% | +2.0% |
| Q4 2018 | $469,000 | -5.8% | 17,204 | +3.0% | 0.05% | +4.3% |
| Q3 2018 | $498,000 | +4.8% | 16,698 | +0.4% | 0.05% | 0.0% |
| Q2 2018 | $475,000 | +8.9% | 16,624 | +7.7% | 0.05% | +6.8% |
| Q1 2018 | $436,000 | -6.6% | 15,432 | -0.5% | 0.04% | -10.2% |
| Q4 2017 | $467,000 | +47.3% | 15,507 | +41.9% | 0.05% | +28.9% |
| Q3 2017 | $317,000 | +17.0% | 10,927 | +13.5% | 0.04% | +8.6% |
| Q2 2017 | $271,000 | +8.8% | 9,626 | +11.2% | 0.04% | -5.4% |
| Q1 2017 | $249,000 | -2.7% | 8,658 | -6.0% | 0.04% | -11.9% |
| Q4 2016 | $256,000 | +8.0% | 9,210 | +5.8% | 0.04% | 0.0% |
| Q3 2016 | $237,000 | +1.7% | 8,703 | +0.1% | 0.04% | -6.7% |
| Q2 2016 | $233,000 | +294.9% | 8,698 | +278.2% | 0.04% | +275.0% |
| Q1 2016 | $59,000 | -27.2% | 2,300 | -32.7% | 0.01% | -29.4% |
| Q4 2015 | $81,000 | -38.6% | 3,418 | -42.8% | 0.02% | -41.4% |
| Q3 2015 | $132,000 | -17.0% | 5,975 | -14.2% | 0.03% | -9.4% |
| Q2 2015 | $159,000 | -57.3% | 6,960 | -56.5% | 0.03% | -59.0% |
| Q1 2015 | $372,000 | -2.9% | 15,994 | 0.0% | 0.08% | -12.4% |
| Q4 2014 | $383,000 | +23.9% | 15,994 | +21.2% | 0.09% | +15.6% |
| Q3 2014 | $309,000 | -4.6% | 13,194 | -3.2% | 0.08% | -6.1% |
| Q2 2014 | $324,000 | +912.5% | 13,626 | +851.5% | 0.08% | +811.1% |
| Q1 2014 | $32,000 | +3.2% | 1,432 | 0.0% | 0.01% | -10.0% |
| Q4 2013 | $31,000 | +3.3% | 1,432 | 0.0% | 0.01% | -9.1% |
| Q3 2013 | $30,000 | 0.0% | 1,432 | 0.0% | 0.01% | -8.3% |
| Q2 2013 | $30,000 | – | 1,432 | – | 0.01% | – |
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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% |