FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 133 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $7,310,014 | -42.8% | 192,535 | -42.0% | 0.20% | -46.6% |
Q1 2024 | $12,771,100 | +11.1% | 331,705 | +3.5% | 0.38% | -0.3% |
Q4 2023 | $11,496,634 | -31.3% | 320,419 | -36.0% | 0.38% | -41.1% |
Q3 2023 | $16,744,136 | +0.2% | 500,529 | +2.0% | 0.65% | +1.3% |
Q2 2023 | $16,703,854 | -12.3% | 490,955 | -8.5% | 0.64% | -18.4% |
Q1 2023 | $19,051,177 | +45.2% | 536,460 | +49.5% | 0.78% | +19.2% |
Q4 2022 | $13,120,732 | +330.3% | 358,882 | +278.2% | 0.66% | +313.2% |
Q3 2022 | $3,049,000 | +329.4% | 94,886 | +371.0% | 0.16% | +341.7% |
Q2 2022 | $710,000 | -12.5% | 20,147 | -7.0% | 0.04% | +5.9% |
Q1 2022 | $811,000 | +8.0% | 21,669 | +2.6% | 0.03% | +6.2% |
Q4 2021 | $751,000 | +12.1% | 21,128 | +3.4% | 0.03% | -3.0% |
Q3 2021 | $670,000 | +0.8% | 20,441 | +2.2% | 0.03% | 0.0% |
Q2 2021 | $665,000 | +18.3% | 20,001 | +16.5% | 0.03% | 0.0% |
Q1 2021 | $562,000 | -9.2% | 17,164 | -18.0% | 0.03% | -23.3% |
Q4 2020 | $619,000 | +14.8% | 20,932 | +1.2% | 0.04% | -79.1% |
Q3 2020 | $539,000 | -1.3% | 20,690 | -3.9% | 0.21% | +329.2% |
Q2 2020 | $546,000 | -19.9% | 21,529 | -29.5% | 0.05% | -33.3% |
Q1 2020 | $682,000 | -37.2% | 30,543 | -8.3% | 0.07% | -14.3% |
Q4 2019 | $1,086,000 | +10.0% | 33,320 | +4.8% | 0.08% | -16.8% |
Q3 2019 | $987,000 | -17.3% | 31,798 | -18.3% | 0.10% | -24.6% |
Q2 2019 | $1,194,000 | +10.6% | 38,939 | -1.5% | 0.13% | -38.5% |
Q4 2018 | $1,080,000 | -11.3% | 39,552 | -6.4% | 0.22% | -4.0% |
Q3 2018 | $1,217,000 | -27.0% | 42,239 | -27.2% | 0.23% | +0.4% |
Q2 2018 | $1,666,000 | -20.1% | 58,051 | -21.3% | 0.23% | -22.3% |
Q1 2018 | $2,085,000 | +13.9% | 73,807 | +21.6% | 0.29% | +3.9% |
Q4 2017 | $1,831,000 | -31.1% | 60,692 | -33.6% | 0.28% | -30.7% |
Q3 2017 | $2,656,000 | -2.6% | 91,350 | -6.0% | 0.40% | -7.8% |
Q2 2017 | $2,728,000 | -1.7% | 97,168 | +0.9% | 0.44% | -12.4% |
Q1 2017 | $2,774,000 | +1.9% | 96,345 | -1.6% | 0.50% | -6.2% |
Q4 2016 | $2,722,000 | -14.8% | 97,943 | -16.4% | 0.53% | -17.0% |
Q3 2016 | $3,196,000 | +11.4% | 117,181 | +9.6% | 0.64% | +8.3% |
Q2 2016 | $2,868,000 | +21.0% | 106,890 | +15.6% | 0.59% | +12.3% |
Q1 2016 | $2,371,000 | +274.6% | 92,452 | +246.2% | 0.53% | +279.9% |
Q4 2015 | $633,000 | +12.6% | 26,703 | +5.1% | 0.14% | -2.1% |
Q3 2015 | $562,000 | -32.5% | 25,403 | -30.5% | 0.14% | -28.3% |
Q2 2015 | $833,000 | +1.5% | 36,548 | +3.6% | 0.20% | +8.2% |
Q1 2015 | $821,000 | +5.4% | 35,263 | +8.5% | 0.18% | -5.7% |
Q4 2014 | $779,000 | +7.4% | 32,508 | +4.9% | 0.19% | -0.5% |
Q3 2014 | $725,000 | +17.3% | 30,978 | +19.3% | 0.20% | +16.8% |
Q2 2014 | $618,000 | +5.3% | 25,974 | -0.4% | 0.17% | -9.7% |
Q1 2014 | $587,000 | +1.4% | 26,085 | -1.3% | 0.18% | -5.1% |
Q4 2013 | $579,000 | -19.6% | 26,430 | -23.1% | 0.20% | -28.6% |
Q3 2013 | $720,000 | -18.4% | 34,367 | -19.7% | 0.27% | -33.1% |
Q2 2013 | $882,000 | – | 42,775 | – | 0.41% | – |
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% |