FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 349 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,509,233 | +10.6% | 75,037 | +12.5% | 0.07% | +33.3% |
| Q2 2023 | $2,268,217 | -1.3% | 66,693 | +3.0% | 0.05% | -16.4% |
| Q1 2023 | $2,298,459 | -5.8% | 64,745 | -3.0% | 0.06% | -10.3% |
| Q4 2022 | $2,440,596 | +13.0% | 66,756 | -0.7% | 0.07% | +4.6% |
| Q3 2022 | $2,160,000 | -5.1% | 67,214 | +4.0% | 0.06% | -32.3% |
| Q2 2022 | $2,276,000 | -9.5% | 64,599 | -3.9% | 0.10% | +17.1% |
| Q1 2022 | $2,516,000 | +7.4% | 67,199 | +2.0% | 0.08% | +22.4% |
| Q4 2021 | $2,342,000 | +9.0% | 65,861 | +0.4% | 0.07% | -1.5% |
| Q3 2021 | $2,149,000 | -2.5% | 65,592 | -1.2% | 0.07% | -5.6% |
| Q2 2021 | $2,204,000 | -1.2% | 66,401 | -2.6% | 0.07% | -8.9% |
| Q1 2021 | $2,230,000 | +8.0% | 68,147 | -2.3% | 0.08% | -28.2% |
| Q4 2020 | $2,065,000 | +6.3% | 69,773 | -6.4% | 0.11% | +5.8% |
| Q3 2020 | $1,943,000 | +2.7% | 74,535 | -0.0% | 0.10% | -17.5% |
| Q2 2020 | $1,892,000 | +14.0% | 74,569 | +0.4% | 0.13% | -11.3% |
| Q1 2020 | $1,659,000 | -37.7% | 74,263 | -9.1% | 0.14% | -37.4% |
| Q4 2019 | $2,663,000 | +4.6% | 81,718 | -0.4% | 0.23% | -9.6% |
| Q3 2019 | $2,547,000 | +0.1% | 82,053 | -1.1% | 0.25% | -10.0% |
| Q2 2019 | $2,544,000 | +2.6% | 83,003 | +1.0% | 0.28% | -10.0% |
| Q1 2019 | $2,479,000 | +13.7% | 82,195 | +2.7% | 0.31% | 0.0% |
| Q4 2018 | $2,181,000 | -10.9% | 80,036 | -2.5% | 0.31% | +6.5% |
| Q3 2018 | $2,447,000 | +4.7% | 82,082 | +0.4% | 0.29% | -5.8% |
| Q2 2018 | $2,338,000 | +9.4% | 81,756 | +8.0% | 0.31% | +3.3% |
| Q1 2018 | $2,137,000 | +142.8% | 75,686 | +158.9% | 0.30% | +151.3% |
| Q4 2017 | $880,000 | +14.1% | 29,233 | +10.1% | 0.12% | -7.0% |
| Q3 2017 | $771,000 | +5.8% | 26,548 | +2.6% | 0.13% | -3.0% |
| Q2 2017 | $729,000 | -1.2% | 25,885 | +1.1% | 0.13% | -10.2% |
| Q1 2017 | $738,000 | -10.8% | 25,608 | -14.0% | 0.15% | -12.5% |
| Q4 2016 | $827,000 | -8.4% | 29,779 | -10.0% | 0.17% | -5.1% |
| Q3 2016 | $903,000 | +169.6% | 33,099 | +165.5% | 0.18% | +164.2% |
| Q2 2016 | $335,000 | +294.1% | 12,466 | +251.2% | 0.07% | +3250.0% |
| Q4 2014 | $85,000 | -99.9% | 3,550 | +22.4% | 0.00% | -87.5% |
| Q2 2014 | $68,962,000 | – | 2,900 | – | 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% |