FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 337 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |