FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 282 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,313,856 | -58.7% | 34,639 | -58.1% | 0.02% | -61.4% |
| Q1 2024 | $3,180,904 | -26.1% | 82,664 | -31.1% | 0.04% | -34.3% |
| Q4 2023 | $4,304,556 | -23.6% | 119,971 | -28.8% | 0.07% | -33.0% |
| Q3 2023 | $5,635,813 | +56.8% | 168,535 | +59.5% | 0.10% | +53.8% |
| Q2 2023 | $3,594,031 | -49.8% | 105,676 | -47.5% | 0.06% | -51.9% |
| Q1 2023 | $7,152,316 | +6.6% | 201,474 | +9.8% | 0.14% | -2.2% |
| Q4 2022 | $6,708,195 | +16.5% | 183,484 | +2.4% | 0.14% | +8.7% |
| Q3 2022 | $5,759,000 | +47.4% | 179,256 | +61.6% | 0.13% | +54.9% |
| Q2 2022 | $3,906,000 | +166.8% | 110,909 | +183.6% | 0.08% | +215.4% |
| Q1 2022 | $1,464,000 | +155.9% | 39,105 | +122.9% | 0.03% | +73.3% |
| Q4 2019 | $572,000 | +36.2% | 17,546 | +29.5% | 0.02% | 0.0% |
| Q3 2019 | $420,000 | +47.9% | 13,545 | +41.3% | 0.02% | +36.4% |
| Q2 2019 | $284,000 | -53.9% | 9,584 | -53.1% | 0.01% | -57.7% |
| Q1 2019 | $616,000 | +23.0% | 20,424 | +11.1% | 0.03% | +18.2% |
| Q4 2018 | $501,000 | -18.0% | 18,387 | -10.3% | 0.02% | -8.3% |
| Q3 2018 | $611,000 | -68.5% | 20,497 | -69.8% | 0.02% | -71.8% |
| Q2 2018 | $1,939,000 | +2.5% | 67,809 | +1.3% | 0.08% | -6.6% |
| Q1 2018 | $1,891,000 | +1.9% | 66,968 | +8.6% | 0.09% | -1.1% |
| Q4 2017 | $1,855,000 | +61.3% | 61,661 | +55.6% | 0.09% | +46.0% |
| Q3 2017 | $1,150,000 | +14.5% | 39,640 | +11.1% | 0.06% | +3.3% |
| Q2 2017 | $1,004,000 | +4.5% | 35,686 | +6.9% | 0.06% | -3.2% |
| Q1 2017 | $961,000 | +26.6% | 33,367 | +22.1% | 0.06% | +8.6% |
| Q4 2016 | $759,000 | – | 27,332 | – | 0.06% | – |
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% |