FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 279 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,026,387 | -29.2% | 90,502 | -28.0% | 0.00% | 0.0% |
| Q2 2023 | $4,273,220 | -31.9% | 125,646 | -28.9% | 0.00% | 0.0% |
| Q1 2023 | $6,276,401 | +1067.6% | 176,800 | +1102.5% | 0.00% | – |
| Q4 2022 | $537,542 | -91.6% | 14,703 | -92.6% | 0.00% | -100.0% |
| Q3 2022 | $6,400,000 | +1192.9% | 199,187 | +1316.2% | 0.00% | – |
| Q2 2022 | $495,000 | +27.6% | 14,065 | +35.6% | 0.00% | – |
| Q1 2022 | $388,000 | -81.7% | 10,370 | -82.6% | 0.00% | – |
| Q4 2021 | $2,124,000 | +94.7% | 59,734 | +79.4% | 0.00% | – |
| Q3 2021 | $1,091,000 | +93.4% | 33,304 | +96.1% | 0.00% | – |
| Q2 2021 | $564,000 | -23.3% | 16,985 | -24.4% | 0.00% | – |
| Q1 2021 | $735,000 | -60.5% | 22,476 | -64.3% | 0.00% | – |
| Q4 2020 | $1,862,000 | +831.0% | 62,938 | +720.0% | 0.00% | – |
| Q3 2020 | $200,000 | -83.8% | 7,675 | -84.3% | 0.00% | – |
| Q2 2020 | $1,238,000 | -70.0% | 48,815 | -73.6% | 0.00% | -100.0% |
| Q1 2020 | $4,125,000 | +378.0% | 184,707 | +597.6% | 0.00% | – |
| Q4 2019 | $863,000 | -8.2% | 26,478 | -15.0% | 0.00% | – |
| Q1 2019 | $940,000 | -33.0% | 31,163 | -33.8% | 0.00% | – |
| Q3 2018 | $1,403,000 | +37.7% | 47,048 | +32.0% | 0.00% | – |
| Q2 2018 | $1,019,000 | +18.1% | 35,646 | +16.5% | 0.00% | – |
| Q1 2018 | $863,000 | -19.6% | 30,597 | -14.2% | 0.00% | – |
| Q4 2017 | $1,073,000 | -33.4% | 35,648 | -35.7% | 0.00% | -100.0% |
| Q3 2017 | $1,610,000 | -58.7% | 55,479 | -59.9% | 0.00% | -50.0% |
| Q2 2017 | $3,895,000 | +328.5% | 138,436 | +338.6% | 0.00% | – |
| Q1 2017 | $909,000 | -25.9% | 31,565 | -28.6% | 0.00% | -100.0% |
| Q4 2016 | $1,227,000 | +14.8% | 44,216 | +11.0% | 0.00% | 0.0% |
| Q2 2016 | $1,069,000 | -70.1% | 39,848 | -71.4% | 0.00% | -50.0% |
| Q1 2016 | $3,572,000 | +172.3% | 139,267 | +135.0% | 0.00% | +100.0% |
| Q3 2015 | $1,312,000 | +190.3% | 59,250 | +204.8% | 0.00% | – |
| Q1 2015 | $452,000 | -67.4% | 19,441 | -67.2% | 0.00% | -100.0% |
| Q3 2014 | $1,386,000 | -5.3% | 59,240 | -8.9% | 0.00% | 0.0% |
| Q1 2014 | $1,464,000 | -28.9% | 65,054 | -30.7% | 0.00% | 0.0% |
| Q4 2013 | $2,058,000 | +45.3% | 93,873 | +36.9% | 0.00% | 0.0% |
| Q2 2013 | $1,416,000 | – | 68,577 | – | 0.00% | – |
Download | ||||||
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% |