FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 173 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $206,824 | -40.0% | 6,185 | -39.0% | 0.06% | -36.7% |
Q2 2023 | $344,809 | -26.5% | 10,138 | -23.3% | 0.10% | -30.0% |
Q1 2023 | $469,432 | -13.3% | 13,223 | -10.7% | 0.14% | -17.2% |
Q4 2022 | $541,346 | -5.9% | 14,807 | -17.2% | 0.17% | -10.1% |
Q3 2022 | $575,000 | -8.6% | 17,886 | +0.1% | 0.19% | -3.6% |
Q2 2022 | $629,000 | -12.3% | 17,870 | -6.8% | 0.20% | +1.6% |
Q1 2022 | $717,000 | -1.9% | 19,164 | -6.8% | 0.19% | +2.7% |
Q4 2021 | $731,000 | -0.9% | 20,562 | -8.7% | 0.19% | -6.5% |
Q3 2021 | $738,000 | -3.7% | 22,524 | -2.4% | 0.20% | -2.9% |
Q2 2021 | $766,000 | -4.2% | 23,081 | -5.6% | 0.21% | -10.4% |
Q1 2021 | $800,000 | -34.2% | 24,447 | -40.5% | 0.23% | -34.8% |
Q4 2020 | $1,215,000 | +60650.0% | 41,055 | -35.4% | 0.35% | -49.1% |
Q3 2020 | $2,000 | -99.9% | 63,505 | -28.9% | 0.69% | -17.8% |
Q2 2020 | $2,265,000 | +12.7% | 89,315 | -0.7% | 0.84% | +5.4% |
Q1 2020 | $2,009,000 | -24.8% | 89,969 | +9.7% | 0.80% | +6.7% |
Q4 2019 | $2,673,000 | +34.0% | 82,043 | +27.7% | 0.75% | +21.5% |
Q3 2019 | $1,995,000 | +16.5% | 64,258 | +14.9% | 0.62% | +11.4% |
Q2 2019 | $1,713,000 | +59.6% | 55,911 | +57.1% | 0.56% | +51.2% |
Q1 2019 | $1,073,000 | +56.0% | 35,587 | +40.8% | 0.37% | +38.0% |
Q4 2018 | $688,000 | -14.6% | 25,268 | -6.5% | 0.27% | -2.2% |
Q3 2018 | $806,000 | +23.6% | 27,021 | +18.5% | 0.27% | +21.4% |
Q2 2018 | $652,000 | +112.4% | 22,804 | +109.4% | 0.22% | +103.6% |
Q1 2018 | $307,000 | +13.7% | 10,889 | +21.2% | 0.11% | +14.6% |
Q4 2017 | $270,000 | – | 8,988 | – | 0.10% | – |
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% |