FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 161 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2024 | $46,061 | +7.2% | 1,197 | 0.0% | 0.00% | 0.0% |
Q4 2023 | $42,948 | +7.3% | 1,197 | 0.0% | 0.00% | 0.0% |
Q3 2023 | $40,028 | -64.3% | 1,197 | -63.7% | 0.00% | -66.7% |
Q2 2023 | $112,131 | -4.2% | 3,297 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $117,044 | +25.0% | 3,297 | +28.7% | 0.00% | 0.0% |
Q4 2022 | $93,630 | +836.3% | 2,561 | +759.4% | 0.00% | – |
Q3 2022 | $10,000 | +42.9% | 298 | +47.5% | 0.00% | – |
Q2 2022 | $7,000 | -12.5% | 202 | 0.0% | 0.00% | – |
Q1 2022 | $8,000 | +14.3% | 202 | 0.0% | 0.00% | – |
Q4 2021 | $7,000 | 0.0% | 202 | 0.0% | 0.00% | – |
Q3 2021 | $7,000 | 0.0% | 202 | 0.0% | 0.00% | – |
Q2 2021 | $7,000 | 0.0% | 202 | 0.0% | 0.00% | – |
Q1 2021 | $7,000 | -30.0% | 202 | -37.7% | 0.00% | – |
Q4 2020 | $10,000 | +100.0% | 324 | +60.4% | 0.00% | – |
Q3 2020 | $5,000 | 0.0% | 202 | 0.0% | 0.00% | – |
Q2 2020 | $5,000 | -80.8% | 202 | -82.5% | 0.00% | -100.0% |
Q1 2020 | $26,000 | -70.5% | 1,154 | -57.3% | 0.00% | -66.7% |
Q4 2019 | $88,000 | +576.9% | 2,704 | +569.3% | 0.01% | +500.0% |
Q3 2019 | $13,000 | -89.8% | 404 | -90.3% | 0.00% | -90.9% |
Q2 2019 | $127,000 | +33.7% | 4,147 | +31.5% | 0.01% | +37.5% |
Q1 2019 | $95,000 | +11.8% | 3,153 | +0.7% | 0.01% | 0.0% |
Q4 2018 | $85,000 | +6.2% | 3,132 | +16.4% | 0.01% | 0.0% |
Q3 2018 | $80,000 | +566.7% | 2,690 | +565.8% | 0.01% | +700.0% |
Q2 2018 | $12,000 | +9.1% | 404 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $11,000 | -15.4% | 404 | -13.7% | 0.00% | -50.0% |
Q3 2016 | $13,000 | 0.0% | 468 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $13,000 | +8.3% | 468 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $12,000 | +9.1% | 468 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $11,000 | +10.0% | 468 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $10,000 | -9.1% | 468 | 0.0% | 0.00% | 0.0% |
Q2 2015 | $11,000 | -75.6% | 468 | -75.6% | 0.00% | -81.8% |
Q1 2015 | $45,000 | +104.5% | 1,918 | +113.3% | 0.01% | +120.0% |
Q4 2014 | $22,000 | – | 899 | – | 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% |