FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 175 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $308,384 | -1.7% | 9,222 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $313,640 | -14.1% | 9,222 | -10.3% | 0.01% | -20.0% |
| Q1 2023 | $365,046 | +96986.7% | 10,283 | 0.0% | 0.01% | -9.1% |
| Q4 2022 | $376 | -99.9% | 10,283 | 0.0% | 0.01% | +10.0% |
| Q3 2022 | $330,000 | -14.1% | 10,283 | -5.6% | 0.01% | -9.1% |
| Q2 2022 | $384,000 | -5.9% | 10,898 | 0.0% | 0.01% | +10.0% |
| Q1 2022 | $408,000 | +5.2% | 10,898 | 0.0% | 0.01% | +11.1% |
| Q4 2021 | $388,000 | +8.7% | 10,898 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $357,000 | -1.4% | 10,898 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $362,000 | -10.0% | 10,898 | -11.3% | 0.01% | -18.2% |
| Q1 2021 | $402,000 | +10.4% | 12,287 | 0.0% | 0.01% | -8.3% |
| Q4 2020 | $364,000 | -3.7% | 12,287 | -15.3% | 0.01% | -20.0% |
| Q3 2020 | $378,000 | +2.7% | 14,507 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $368,000 | +13.6% | 14,507 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $324,000 | -37.6% | 14,507 | -8.9% | 0.02% | -21.1% |
| Q4 2019 | $519,000 | +3.4% | 15,920 | -1.6% | 0.02% | -13.6% |
| Q3 2019 | $502,000 | – | 16,180 | – | 0.02% | – |
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% |