FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 210 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,678 | +65.6% | 199,708 | +68.4% | 0.66% | +115.6% |
Q2 2023 | $4,033 | -32.2% | 118,574 | -29.2% | 0.31% | -51.3% |
Q1 2023 | $5,948 | -99.3% | 167,548 | +587.7% | 0.63% | +830.9% |
Q1 2022 | $912,000 | +106.8% | 24,363 | +80.6% | 0.07% | +119.4% |
Q1 2021 | $441,000 | -45.1% | 13,488 | -50.3% | 0.03% | -64.4% |
Q4 2020 | $804,000 | -9.0% | 27,161 | -19.9% | 0.09% | -42.8% |
Q3 2020 | $884,000 | +65.2% | 33,915 | +60.8% | 0.15% | +145.2% |
Q2 2020 | $535,000 | -58.3% | 21,096 | -48.9% | 0.06% | -38.0% |
Q3 2019 | $1,283,000 | +6.0% | 41,324 | +4.6% | 0.10% | +40.8% |
Q2 2019 | $1,210,000 | -2.5% | 39,504 | -4.0% | 0.07% | +1.4% |
Q1 2019 | $1,241,000 | +19.7% | 41,146 | +8.0% | 0.07% | +25.0% |
Q4 2018 | $1,037,000 | +303.5% | 38,086 | +323.1% | 0.06% | +409.1% |
Q2 2018 | $257,000 | -90.9% | 9,001 | -91.0% | 0.01% | -92.8% |
Q1 2018 | $2,826,000 | +311.4% | 100,101 | +323.0% | 0.15% | +347.1% |
Q3 2017 | $687,000 | -72.4% | 23,665 | -73.2% | 0.03% | -90.1% |
Q2 2017 | $2,488,000 | +495.2% | 88,451 | +477.1% | 0.34% | +379.2% |
Q3 2016 | $418,000 | -61.0% | 15,328 | -67.4% | 0.07% | -25.0% |
Q2 2015 | $1,072,000 | +100.0% | 47,029 | +104.1% | 0.10% | +62.7% |
Q1 2015 | $536,000 | +49.7% | 23,043 | +41.0% | 0.06% | +63.9% |
Q4 2013 | $358,000 | -41.9% | 16,346 | -44.8% | 0.04% | -40.0% |
Q3 2013 | $616,000 | -11.0% | 29,599 | -11.7% | 0.06% | -9.1% |
Q2 2013 | $692,000 | – | 33,530 | – | 0.07% | – |
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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% |