FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 190 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,157,766 | -7.0% | 214,048 | -5.4% | 0.06% | -6.2% |
| Q2 2023 | $7,697,101 | +0.6% | 226,319 | +5.1% | 0.06% | -15.6% |
| Q1 2023 | $7,647,678 | -3.8% | 215,428 | -0.9% | 0.08% | -12.5% |
| Q4 2022 | $7,949,066 | +10.1% | 217,425 | -3.2% | 0.09% | -3.3% |
| Q3 2022 | $7,217,000 | -11.4% | 224,605 | -2.9% | 0.09% | -18.8% |
| Q2 2022 | $8,147,000 | -6.2% | 231,317 | -0.2% | 0.11% | +0.9% |
| Q1 2022 | $8,681,000 | +4.9% | 231,876 | -0.4% | 0.11% | -5.1% |
| Q4 2021 | $8,278,000 | +8.6% | 232,791 | +0.1% | 0.12% | -7.9% |
| Q3 2021 | $7,622,000 | +0.6% | 232,659 | +1.9% | 0.13% | -9.3% |
| Q2 2021 | $7,573,000 | -0.7% | 228,243 | -2.1% | 0.14% | -10.8% |
| Q1 2021 | $7,630,000 | +13.0% | 233,186 | +2.2% | 0.16% | -11.3% |
| Q4 2020 | $6,754,000 | +13.3% | 228,255 | -0.2% | 0.18% | -1.7% |
| Q3 2020 | $5,961,000 | +3.9% | 228,742 | +1.1% | 0.18% | +1.7% |
| Q2 2020 | $5,737,000 | +17.1% | 226,232 | +3.1% | 0.18% | +8.6% |
| Q1 2020 | $4,901,000 | -11.6% | 219,464 | +28.9% | 0.16% | -16.4% |
| Q4 2019 | $5,545,000 | +16.9% | 170,208 | +11.4% | 0.20% | +7.7% |
| Q3 2019 | $4,744,000 | -2.9% | 152,826 | -4.2% | 0.18% | -5.2% |
| Q2 2019 | $4,886,000 | +0.9% | 159,458 | -0.7% | 0.19% | -9.0% |
| Q1 2019 | $4,843,000 | +6.5% | 160,569 | -3.8% | 0.21% | -6.2% |
| Q4 2018 | $4,546,000 | -9.8% | 166,898 | -1.3% | 0.22% | -1.8% |
| Q3 2018 | $5,042,000 | +4.3% | 169,143 | +0.0% | 0.23% | -1.3% |
| Q2 2018 | $4,836,000 | -1.2% | 169,134 | -2.5% | 0.23% | -38.7% |
| Q1 2018 | $4,897,000 | -10.5% | 173,482 | -4.6% | 0.38% | -11.5% |
| Q4 2017 | $5,469,000 | +2.6% | 181,770 | -1.0% | 0.43% | -3.0% |
| Q3 2017 | $5,329,000 | +3.4% | 183,647 | +0.2% | 0.44% | -3.5% |
| Q2 2017 | $5,154,000 | -5.4% | 183,213 | -3.1% | 0.46% | -11.3% |
| Q1 2017 | $5,446,000 | +5.1% | 189,038 | +1.3% | 0.51% | -2.3% |
| Q4 2016 | $5,180,000 | -0.0% | 186,617 | -1.8% | 0.52% | -3.7% |
| Q3 2016 | $5,181,000 | +0.4% | 189,992 | -1.2% | 0.54% | -5.7% |
| Q2 2016 | $5,161,000 | -2.0% | 192,371 | -6.3% | 0.58% | -12.3% |
| Q1 2016 | $5,265,000 | +4.0% | 205,276 | -3.9% | 0.66% | -28.0% |
| Q4 2015 | $5,062,000 | +7.0% | 213,591 | -0.1% | 0.92% | -45.6% |
| Q3 2015 | $4,732,000 | +3.9% | 213,752 | +7.0% | 1.68% | +3.5% |
| Q2 2015 | $4,556,000 | -1.1% | 199,803 | +0.9% | 1.63% | -5.1% |
| Q1 2015 | $4,609,000 | -8.8% | 197,997 | -6.1% | 1.71% | -10.3% |
| Q4 2014 | $5,053,000 | -11.9% | 210,795 | -14.0% | 1.91% | -14.3% |
| Q3 2014 | $5,736,000 | -8.0% | 245,166 | -6.5% | 2.23% | -20.7% |
| Q2 2014 | $6,236,000 | +4.5% | 262,231 | -1.1% | 2.81% | +7.6% |
| Q1 2014 | $5,969,000 | -6.2% | 265,157 | -8.7% | 2.61% | -17.0% |
| Q4 2013 | $6,362,000 | +5.4% | 290,349 | +0.3% | 3.15% | +0.6% |
| Q3 2013 | $6,034,000 | +1.5% | 289,521 | +0.4% | 3.13% | -6.3% |
| Q2 2013 | $5,947,000 | – | 288,276 | – | 3.34% | – |
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% |