FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 356 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,259,276 | -10.6% | 33,200 | -9.3% | 0.02% | -38.2% |
Q1 2024 | $1,408,714 | +11.0% | 36,609 | +3.5% | 0.03% | +112.5% |
Q4 2023 | $1,269,542 | -15.5% | 35,383 | -21.3% | 0.02% | -66.0% |
Q3 2023 | $1,502,694 | -40.0% | 44,937 | -39.0% | 0.05% | -43.4% |
Q2 2023 | $2,503,918 | +8077054.8% | 73,623 | +8470.8% | 0.08% | +8200.0% |
Q1 2023 | $31 | +520.0% | 859 | +541.0% | 0.00% | – |
Q4 2022 | $5 | -100.0% | 134 | -99.6% | 0.00% | -100.0% |
Q3 2022 | $1,074,000 | +17800.0% | 33,412 | +20652.8% | 0.02% | – |
Q2 2022 | $6,000 | +20.0% | 161 | +20.1% | 0.00% | – |
Q1 2022 | $5,000 | 0.0% | 134 | 0.0% | 0.00% | – |
Q4 2021 | $5,000 | -98.3% | 134 | -98.5% | 0.00% | -100.0% |
Q3 2021 | $291,000 | +7175.0% | 8,895 | +6538.1% | 0.01% | – |
Q2 2021 | $4,000 | -97.2% | 134 | -97.0% | 0.00% | -100.0% |
Q1 2021 | $145,000 | +3525.0% | 4,433 | +3208.2% | 0.00% | – |
Q4 2020 | $4,000 | -99.7% | 134 | -99.8% | 0.00% | -100.0% |
Q3 2020 | $1,433,000 | -22.8% | 55,002 | -24.9% | 0.02% | -78.9% |
Q2 2020 | $1,857,000 | +32.5% | 73,244 | +16.7% | 0.08% | -10.6% |
Q1 2020 | $1,402,000 | +1163.1% | 62,765 | +1728.8% | 0.08% | +844.4% |
Q4 2019 | $111,000 | -74.2% | 3,432 | -75.3% | 0.01% | -70.0% |
Q3 2019 | $431,000 | +10675.0% | 13,897 | +10270.9% | 0.03% | – |
Q2 2019 | $4,000 | -99.2% | 134 | -99.2% | 0.00% | -100.0% |
Q1 2019 | $528,000 | +222.0% | 17,520 | +192.1% | 0.03% | +166.7% |
Q4 2018 | $164,000 | -62.1% | 5,998 | -58.7% | 0.01% | -62.5% |
Q3 2018 | $433,000 | -45.5% | 14,529 | -47.7% | 0.03% | -28.9% |
Q2 2018 | $795,000 | +20.3% | 27,796 | +18.6% | 0.04% | -21.1% |
Q1 2018 | $661,000 | +50.9% | 23,431 | +60.9% | 0.06% | 0.0% |
Q4 2017 | $438,000 | +346.9% | 14,558 | +330.3% | 0.06% | +612.5% |
Q3 2017 | $98,000 | +48.5% | 3,383 | +44.8% | 0.01% | +14.3% |
Q2 2017 | $66,000 | -93.4% | 2,336 | -93.2% | 0.01% | -92.9% |
Q1 2017 | $996,000 | +797.3% | 34,560 | +746.6% | 0.10% | +800.0% |
Q3 2016 | $111,000 | +1010.0% | 4,082 | +834.1% | 0.01% | +1000.0% |
Q1 2015 | $10,000 | – | 437 | – | 0.00% | – |
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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% |