FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 343 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,105,983 | -0.3% | 29,159 | +1.1% | 0.00% | 0.0% |
Q1 2024 | $1,109,405 | +3.3% | 28,831 | -3.7% | 0.00% | -50.0% |
Q4 2023 | $1,073,954 | +14.7% | 29,932 | +6.9% | 0.00% | +100.0% |
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% | – |
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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% |