FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 169 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $223,033 | -2.0% | 6,670 | -0.3% | 0.04% | +5.3% |
Q2 2023 | $227,481 | -4.2% | 6,689 | 0.0% | 0.04% | -15.6% |
Q1 2023 | $237,446 | -2.9% | 6,689 | 0.0% | 0.04% | -11.8% |
Q4 2022 | $244,536 | +12.2% | 6,689 | -1.4% | 0.05% | +4.1% |
Q3 2022 | $218,000 | -8.8% | 6,782 | 0.0% | 0.05% | +4.3% |
Q2 2022 | $239,000 | -5.9% | 6,782 | 0.0% | 0.05% | +14.6% |
Q1 2022 | $254,000 | +5.4% | 6,782 | 0.0% | 0.04% | +5.1% |
Q4 2021 | $241,000 | +8.6% | 6,782 | 0.0% | 0.04% | 0.0% |
Q3 2021 | $222,000 | -1.3% | 6,782 | 0.0% | 0.04% | -2.5% |
Q2 2021 | $225,000 | +1.4% | 6,782 | 0.0% | 0.04% | -4.8% |
Q1 2021 | $222,000 | +10.4% | 6,782 | 0.0% | 0.04% | +5.0% |
Q4 2020 | $201,000 | -30.9% | 6,782 | -24.1% | 0.04% | -39.4% |
Q4 2019 | $291,000 | +5.1% | 8,932 | 0.0% | 0.07% | -5.7% |
Q3 2019 | $277,000 | -8.0% | 8,932 | -9.2% | 0.07% | +4.5% |
Q2 2019 | $301,000 | +12.3% | 9,840 | +10.9% | 0.07% | +15.5% |
Q1 2019 | $268,000 | +28.8% | 8,872 | +28.3% | 0.06% | +20.8% |
Q4 2017 | $208,000 | – | 6,916 | – | 0.05% | – |
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% |