FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 279 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,135,509 | -22.4% | 482,521 | -20.0% | 0.14% | -20.4% |
| Q2 2023 | $20,804,798 | +14.9% | 603,050 | +18.2% | 0.18% | +4.6% |
| Q1 2023 | $18,112,461 | +4526.8% | 510,205 | +17.0% | 0.17% | +765.0% |
| Q4 2022 | $391,472 | -95.4% | 436,030 | +64.6% | 0.02% | -79.6% |
| Q3 2022 | $8,513,000 | +75.4% | 264,983 | +92.3% | 0.10% | +127.9% |
| Q2 2022 | $4,853,000 | +8.5% | 137,804 | +15.3% | 0.04% | +26.5% |
| Q1 2022 | $4,473,000 | +5.4% | 119,482 | +0.2% | 0.03% | +6.2% |
| Q4 2021 | $4,242,000 | +2.8% | 119,290 | -5.3% | 0.03% | +23.1% |
| Q3 2021 | $4,126,000 | +1.4% | 125,940 | +2.6% | 0.03% | -27.8% |
| Q2 2021 | $4,071,000 | +12.1% | 122,706 | +10.5% | 0.04% | +2.9% |
| Q1 2021 | $3,633,000 | +225.2% | 111,042 | +194.2% | 0.04% | +191.7% |
| Q4 2020 | $1,117,000 | +16.0% | 37,739 | +2.1% | 0.01% | -7.7% |
| Q3 2020 | $963,000 | -18.6% | 36,971 | -20.8% | 0.01% | -18.8% |
| Q2 2020 | $1,183,000 | -39.6% | 46,659 | -46.8% | 0.02% | -55.6% |
| Q1 2020 | $1,958,000 | -35.0% | 87,681 | -5.1% | 0.04% | -23.4% |
| Q4 2019 | $3,010,000 | +8.2% | 92,401 | +3.1% | 0.05% | +9.3% |
| Q3 2019 | $2,781,000 | +0.0% | 89,609 | -2.1% | 0.04% | -14.0% |
| Q2 2019 | $2,780,000 | +0.6% | 91,555 | -0.9% | 0.05% | -9.1% |
| Q1 2019 | $2,763,000 | +7.1% | 92,421 | -2.4% | 0.06% | -11.3% |
| Q4 2018 | $2,580,000 | +12.3% | 94,732 | +22.9% | 0.06% | +31.9% |
| Q3 2018 | $2,297,000 | +38.5% | 77,054 | +32.3% | 0.05% | +74.1% |
| Q2 2018 | $1,659,000 | -68.9% | 58,225 | -69.2% | 0.03% | -87.1% |
| Q1 2018 | $5,342,000 | +180.3% | 189,233 | +198.4% | 0.21% | +158.0% |
| Q4 2017 | $1,906,000 | -73.7% | 63,411 | -74.5% | 0.08% | -54.7% |
| Q3 2017 | $7,245,000 | +5.8% | 248,506 | +1.2% | 0.18% | -3.2% |
| Q2 2017 | $6,845,000 | +2.2% | 245,518 | +5.4% | 0.18% | -1.1% |
| Q1 2017 | $6,698,000 | +33.8% | 232,968 | +29.3% | 0.19% | +14.0% |
| Q4 2016 | $5,007,000 | +88.9% | 180,188 | +83.0% | 0.16% | +51.9% |
| Q3 2016 | $2,650,000 | +21.5% | 98,464 | +21.5% | 0.11% | +22.7% |
| Q2 2016 | $2,181,000 | +57.7% | 81,039 | +50.3% | 0.09% | +31.3% |
| Q1 2016 | $1,383,000 | +3.8% | 53,917 | -4.0% | 0.07% | +4.7% |
| Q4 2015 | $1,332,000 | -15.1% | 56,192 | -20.7% | 0.06% | -25.6% |
| Q3 2015 | $1,569,000 | -17.0% | 70,848 | -14.6% | 0.09% | -4.4% |
| Q2 2015 | $1,890,000 | -32.1% | 82,932 | -30.6% | 0.09% | -43.8% |
| Q1 2015 | $2,784,000 | +19.7% | 119,579 | +22.2% | 0.16% | +6.7% |
| Q4 2014 | $2,325,000 | +35.8% | 97,817 | +33.7% | 0.15% | +27.1% |
| Q3 2014 | $1,712,000 | +75.4% | 73,168 | +78.2% | 0.12% | +40.5% |
| Q2 2014 | $976,000 | +42.3% | 41,058 | +34.7% | 0.08% | +16.7% |
| Q1 2014 | $686,000 | +138.2% | 30,481 | +131.6% | 0.07% | +125.0% |
| Q4 2013 | $288,000 | – | 13,161 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Manor Financial, LLC | 317,149 | $11,170,000 | 13.68% |
| Spectrum Wealth Advisory Group, LLC | 244,066 | $8,596,000 | 9.58% |
| HC Advisors, LLC | 283,692 | $9,992,000 | 7.12% |
| Southland Equity Partners LLC | 396,146 | $13,952,261 | 6.37% |
| Key Client Fiduciary Advisors, LLC | 160,318 | $5,646,000 | 5.50% |
| HFG Advisors, Inc. | 82,380 | $2,901,000 | 3.92% |
| Pacific Wealth Management | 92,436 | $3,256,000 | 3.59% |
| Harvest Investment Services, LLC | 103,358 | $3,640,000 | 2.79% |
| Teamwork Financial Advisors, LLC | 360,687 | $12,703,000 | 2.77% |
| Fulcrum Equity Management | 86,161 | $3,035,000 | 2.45% |