FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 236 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $428,104 | -1.2% | 11,287 | +0.2% | 0.00% | -50.0% |
| Q1 2024 | $433,274 | -80.1% | 11,260 | -81.4% | 0.00% | -71.4% |
| Q4 2023 | $2,171,832 | +386.2% | 60,530 | +353.2% | 0.01% | +250.0% |
| 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% | – |
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% |