FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 203 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,952,107 | -20.4% | 118,185 | -19.1% | 0.52% | -19.5% |
| Q2 2023 | $4,966,991 | -38.2% | 146,045 | -35.5% | 0.65% | -38.7% |
| Q1 2023 | $8,042,880 | -5.3% | 226,560 | -2.5% | 1.06% | -8.0% |
| Q4 2022 | $8,492,705 | +13.3% | 232,295 | -0.4% | 1.15% | +6.4% |
| Q3 2022 | $7,497,000 | +0.3% | 233,345 | +10.0% | 1.08% | +10.8% |
| Q2 2022 | $7,471,000 | -6.0% | 212,130 | -0.1% | 0.97% | +10.3% |
| Q1 2022 | $7,949,000 | +2.8% | 212,313 | -2.4% | 0.88% | +6.8% |
| Q4 2021 | $7,732,000 | +8.6% | 217,432 | +0.1% | 0.83% | -3.3% |
| Q3 2021 | $7,119,000 | -2.4% | 217,322 | -1.1% | 0.85% | -7.9% |
| Q2 2021 | $7,291,000 | -0.7% | 219,732 | -2.1% | 0.93% | -5.3% |
| Q1 2021 | $7,340,000 | +8.0% | 224,342 | -2.3% | 0.98% | +0.6% |
| Q4 2020 | $6,796,000 | +12.9% | 229,682 | -0.6% | 0.97% | +2.9% |
| Q3 2020 | $6,022,000 | +0.5% | 231,087 | -2.2% | 0.95% | -13.0% |
| Q2 2020 | $5,993,000 | -7.3% | 236,316 | -18.4% | 1.09% | -12.1% |
| Q1 2020 | $6,466,000 | +1327.4% | 289,579 | +1982.3% | 1.24% | +1446.2% |
| Q4 2019 | $453,000 | +4.9% | 13,907 | 0.0% | 0.08% | -2.4% |
| Q3 2019 | $432,000 | -10.0% | 13,907 | -11.3% | 0.08% | -8.9% |
| Q2 2019 | $480,000 | -9.3% | 15,675 | -10.6% | 0.09% | -22.4% |
| Q1 2019 | $529,000 | +20.0% | 17,530 | +8.3% | 0.12% | +6.4% |
| Q4 2018 | $441,000 | -8.7% | 16,188 | 0.0% | 0.11% | -6.0% |
| Q3 2018 | $483,000 | +3.4% | 16,188 | -0.9% | 0.12% | -4.9% |
| Q2 2018 | $467,000 | +1.3% | 16,338 | 0.0% | 0.12% | -2.4% |
| Q1 2018 | $461,000 | -10.1% | 16,338 | -4.1% | 0.12% | +1.6% |
| Q4 2017 | $513,000 | +3.8% | 17,038 | 0.0% | 0.12% | -3.1% |
| Q3 2017 | $494,000 | +3.1% | 17,038 | 0.0% | 0.13% | 0.0% |
| Q2 2017 | $479,000 | -2.4% | 17,038 | 0.0% | 0.13% | +0.8% |
| Q1 2017 | $491,000 | – | 17,038 | – | 0.13% | – |
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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% |