FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 206 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $446,669 | -69.3% | 13,357 | -68.8% | 0.00% | -66.7% |
Q2 2023 | $1,453,843 | -10.0% | 42,748 | -6.1% | 0.01% | -14.3% |
Q1 2023 | $1,616,152 | +58.4% | 45,525 | +63.1% | 0.01% | +40.0% |
Q4 2022 | $1,020,318 | +862.6% | 27,908 | +825.9% | 0.01% | +400.0% |
Q2 2022 | $106,000 | -6.2% | 3,014 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $113,000 | +37.8% | 3,014 | +31.4% | 0.00% | 0.0% |
Q4 2021 | $82,000 | +9.3% | 2,294 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $75,000 | +56.2% | 2,294 | +58.9% | 0.00% | – |
Q2 2021 | $48,000 | +65.5% | 1,444 | +62.2% | 0.00% | – |
Q1 2021 | $29,000 | -58.0% | 890 | -61.6% | 0.00% | -100.0% |
Q4 2020 | $69,000 | -51.4% | 2,316 | -57.4% | 0.00% | -50.0% |
Q3 2020 | $142,000 | +545.5% | 5,443 | +511.6% | 0.00% | – |
Q2 2020 | $22,000 | -84.3% | 890 | -80.2% | 0.00% | -100.0% |
Q3 2019 | $140,000 | +1.4% | 4,504 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $138,000 | +1.5% | 4,504 | 0.0% | 0.01% | -16.7% |
Q1 2019 | $136,000 | – | 4,504 | – | 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% |