FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 190 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,168,000 | -16.0% | 363,860 | -14.6% | 0.02% | -20.7% |
| Q2 2023 | $14,491,000 | +0.8% | 425,885 | +5.1% | 0.03% | -6.5% |
| Q1 2023 | $14,379,000 | +6.5% | 405,105 | +9.8% | 0.03% | 0.0% |
| Q4 2022 | $13,496,000 | -2.1% | 368,915 | -14.0% | 0.03% | -16.2% |
| Q3 2022 | $13,781,000 | +21.2% | 429,111 | +32.9% | 0.04% | +27.6% |
| Q2 2022 | $11,367,000 | +17.9% | 322,852 | +25.3% | 0.03% | +38.1% |
| Q1 2022 | $9,645,000 | +14.3% | 257,625 | +8.6% | 0.02% | +16.7% |
| Q4 2021 | $8,435,000 | +23.3% | 237,313 | +13.7% | 0.02% | 0.0% |
| Q3 2021 | $6,842,000 | -2.8% | 208,732 | -1.6% | 0.02% | -10.0% |
| Q2 2021 | $7,037,000 | +13.9% | 212,152 | +12.3% | 0.02% | 0.0% |
| Q1 2021 | $6,180,000 | +38.8% | 188,862 | +25.5% | 0.02% | +5.3% |
| Q4 2020 | $4,451,000 | +75.3% | 150,505 | +54.6% | 0.02% | +58.3% |
| Q3 2020 | $2,539,000 | +31.0% | 97,376 | +27.7% | 0.01% | +9.1% |
| Q2 2020 | $1,938,000 | -22.0% | 76,275 | -31.4% | 0.01% | -31.2% |
| Q1 2020 | $2,484,000 | -55.2% | 111,250 | -34.8% | 0.02% | -51.5% |
| Q4 2019 | $5,550,000 | +26.0% | 170,506 | +20.1% | 0.03% | +37.5% |
| Q3 2019 | $4,404,000 | +5.1% | 141,912 | +3.8% | 0.02% | -4.0% |
| Q2 2019 | $4,191,000 | +5.2% | 136,774 | +3.6% | 0.02% | -7.4% |
| Q1 2019 | $3,985,000 | +0.2% | 132,063 | -9.5% | 0.03% | -12.9% |
| Q4 2018 | $3,977,000 | -6.0% | 145,954 | +2.9% | 0.03% | +3.3% |
| Q3 2018 | $4,229,000 | +1.4% | 141,800 | -2.7% | 0.03% | -9.1% |
| Q2 2018 | $4,172,000 | +0.3% | 145,775 | -0.8% | 0.03% | -5.7% |
| Q1 2018 | $4,160,000 | -11.3% | 147,023 | -5.6% | 0.04% | -7.9% |
| Q4 2017 | $4,689,000 | +3.4% | 155,780 | -0.2% | 0.04% | -2.6% |
| Q3 2017 | $4,537,000 | +5.9% | 156,037 | +2.7% | 0.04% | +2.6% |
| Q2 2017 | $4,284,000 | -1.1% | 151,993 | +1.0% | 0.04% | -7.3% |
| Q1 2017 | $4,333,000 | +9.6% | 150,441 | +5.7% | 0.04% | -4.7% |
| Q4 2016 | $3,953,000 | +4.2% | 142,329 | +2.2% | 0.04% | -2.3% |
| Q3 2016 | $3,792,000 | +146.6% | 139,242 | +142.5% | 0.04% | +131.6% |
| Q2 2016 | $1,538,000 | +2.2% | 57,416 | -1.9% | 0.02% | +280.0% |
| Q1 2016 | $1,505,000 | -21.1% | 58,523 | -27.2% | 0.01% | -78.3% |
| Q4 2015 | $1,908,000 | -14.2% | 80,391 | -20.0% | 0.02% | -20.7% |
| Q3 2015 | $2,224,000 | -7.0% | 100,513 | -4.2% | 0.03% | -23.7% |
| Q2 2015 | $2,392,000 | +143.3% | 104,929 | +148.7% | 0.04% | +153.3% |
| Q1 2015 | $983,000 | -2.3% | 42,199 | +0.5% | 0.02% | 0.0% |
| Q4 2014 | $1,006,000 | +36.9% | 41,988 | +33.8% | 0.02% | +25.0% |
| Q3 2014 | $735,000 | +15.9% | 31,386 | +17.7% | 0.01% | +9.1% |
| Q2 2014 | $634,000 | +13.8% | 26,675 | +7.8% | 0.01% | 0.0% |
| Q1 2014 | $557,000 | +0.5% | 24,739 | -2.1% | 0.01% | 0.0% |
| Q4 2013 | $554,000 | -0.7% | 25,264 | -5.6% | 0.01% | -21.4% |
| Q3 2013 | $558,000 | +2.8% | 26,755 | +1.7% | 0.01% | -6.7% |
| Q2 2013 | $543,000 | – | 26,297 | – | 0.02% | – |
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% |