FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 204 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |