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 | $936,233 | -2.2% | 27,997 | -0.5% | 0.00% | 0.0% |
| Q2 2023 | $957,163 | -16.9% | 28,144 | -13.3% | 0.00% | -50.0% |
| Q1 2023 | $1,152,345 | +13.3% | 32,460 | +16.7% | 0.00% | 0.0% |
| Q4 2022 | $1,016,975 | -24.1% | 27,817 | -33.3% | 0.00% | 0.0% |
| Q3 2022 | $1,340,000 | +46.0% | 41,698 | +60.0% | 0.00% | 0.0% |
| Q2 2022 | $918,000 | 0.0% | 26,065 | +6.3% | 0.00% | +100.0% |
| Q1 2022 | $918,000 | -83.2% | 24,523 | -41.8% | 0.00% | -88.9% |
| Q4 2021 | $5,477,000 | +12.6% | 42,100 | +17.5% | 0.01% | 0.0% |
| Q3 2021 | $4,865,000 | +946.2% | 35,829 | +155.9% | 0.01% | +800.0% |
| Q2 2021 | $465,000 | +32.1% | 14,002 | +30.0% | 0.00% | 0.0% |
| Q1 2021 | $352,000 | +17.7% | 10,771 | +6.4% | 0.00% | 0.0% |
| Q4 2020 | $299,000 | +28.3% | 10,119 | +13.0% | 0.00% | 0.0% |
| Q3 2020 | $233,000 | +9.9% | 8,952 | +7.2% | 0.00% | 0.0% |
| Q2 2020 | $212,000 | -22.1% | 8,351 | +0.1% | 0.00% | 0.0% |
| Q4 2019 | $272,000 | +5.0% | 8,344 | +0.0% | 0.00% | 0.0% |
| Q3 2019 | $259,000 | +531.7% | 8,342 | +471.4% | 0.00% | – |
| Q2 2017 | $41,000 | -44.6% | 1,460 | -43.5% | 0.00% | – |
| Q1 2017 | $74,000 | +155.2% | 2,586 | +146.3% | 0.00% | – |
| Q4 2016 | $29,000 | -59.2% | 1,050 | -59.8% | 0.00% | – |
| Q3 2016 | $71,000 | +20.3% | 2,613 | +19.7% | 0.00% | – |
| Q2 2016 | $59,000 | +126.9% | 2,183 | +114.2% | 0.00% | – |
| Q1 2016 | $26,000 | -18.8% | 1,019 | -25.1% | 0.00% | – |
| Q4 2015 | $32,000 | +357.1% | 1,361 | +353.7% | 0.00% | – |
| Q1 2015 | $7,000 | -85.1% | 300 | -84.7% | 0.00% | – |
| Q4 2014 | $47,000 | +571.4% | 1,958 | +552.7% | 0.00% | – |
| Q3 2014 | $7,000 | -12.5% | 300 | -6.2% | 0.00% | – |
| Q2 2014 | $8,000 | +14.3% | 320 | 0.0% | 0.00% | – |
| Q1 2014 | $7,000 | -78.1% | 320 | -78.2% | 0.00% | -100.0% |
| Q4 2013 | $32,000 | +23.1% | 1,470 | +17.6% | 0.00% | 0.0% |
| Q3 2013 | $26,000 | -64.9% | 1,250 | -65.0% | 0.00% | -50.0% |
| Q2 2013 | $74,000 | – | 3,574 | – | 0.00% | – |
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% |