FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 337 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,200,621 | -21.4% | 95,712 | -20.0% | 0.09% | -20.4% |
| Q2 2023 | $4,071,261 | -18.0% | 119,708 | -14.4% | 0.11% | -21.7% |
| Q1 2023 | $4,965,030 | -4.1% | 139,860 | -1.2% | 0.14% | -13.2% |
| Q4 2022 | $5,177,782 | +26.7% | 141,624 | +11.4% | 0.16% | +10.4% |
| Q3 2022 | $4,086,000 | +1.6% | 127,174 | +11.4% | 0.14% | +4.3% |
| Q2 2022 | $4,022,000 | -3.4% | 114,188 | +2.7% | 0.14% | +12.2% |
| Q1 2022 | $4,163,000 | +7.0% | 111,199 | +1.6% | 0.12% | +9.8% |
| Q4 2021 | $3,891,000 | +5.3% | 109,413 | -3.0% | 0.11% | -4.3% |
| Q3 2021 | $3,694,000 | +25.1% | 112,751 | +26.7% | 0.12% | +25.8% |
| Q2 2021 | $2,952,000 | +16.4% | 88,972 | +14.8% | 0.09% | -1.1% |
| Q1 2021 | $2,535,000 | +20.5% | 77,488 | +9.0% | 0.09% | +11.9% |
| Q4 2020 | $2,104,000 | +11.4% | 71,119 | -1.9% | 0.08% | -5.6% |
| Q3 2020 | $1,889,000 | +4.1% | 72,472 | +1.3% | 0.09% | -11.0% |
| Q2 2020 | $1,814,000 | +6.2% | 71,546 | -6.5% | 0.10% | -10.7% |
| Q1 2020 | $1,708,000 | -37.6% | 76,499 | -8.9% | 0.11% | -22.2% |
| Q4 2019 | $2,736,000 | +2.0% | 83,972 | -4.1% | 0.14% | -12.2% |
| Q3 2019 | $2,682,000 | 0.0% | 87,517 | 0.0% | 0.16% | 0.0% |
| Q2 2019 | $2,682,000 | +9.4% | 87,517 | +7.7% | 0.16% | -4.7% |
| Q1 2019 | $2,451,000 | +12.5% | 81,277 | +1.6% | 0.17% | -9.5% |
| Q4 2018 | $2,178,000 | +2078.0% | 79,972 | +2283.7% | 0.19% | +2614.3% |
| Q3 2018 | $100,000 | +1.0% | 3,355 | -1.0% | 0.01% | -12.5% |
| Q2 2018 | $99,000 | +1.0% | 3,389 | -2.4% | 0.01% | 0.0% |
| Q1 2018 | $98,000 | -5.8% | 3,474 | +1.0% | 0.01% | -11.1% |
| Q4 2017 | $104,000 | +333.3% | 3,441 | +322.2% | 0.01% | +200.0% |
| Q3 2017 | $24,000 | -7.7% | 815 | -10.9% | 0.00% | 0.0% |
| Q2 2017 | $26,000 | 0.0% | 915 | 0.0% | 0.00% | -25.0% |
| Q1 2017 | $26,000 | +4.0% | 915 | 0.0% | 0.00% | -20.0% |
| Q3 2016 | $25,000 | +4.2% | 915 | +1.9% | 0.01% | 0.0% |
| Q2 2016 | $24,000 | +100.0% | 898 | +80.3% | 0.01% | +25.0% |
| Q4 2014 | $12,000 | +9.1% | 498 | +3.5% | 0.00% | -33.3% |
| Q4 2013 | $11,000 | – | 481 | – | 0.01% | – |
Download | ||||||
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% |