FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 133 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $215,034 | -66.0% | 6,430 | -65.4% | 0.03% | -65.0% |
Q2 2023 | $632,907 | -1.4% | 18,609 | +3.0% | 0.08% | -7.0% |
Q1 2023 | $641,618 | -2.1% | 18,074 | +0.9% | 0.09% | -13.1% |
Q4 2022 | $655,157 | +93.3% | 17,920 | +70.0% | 0.10% | +70.7% |
Q3 2022 | $339,000 | -34.6% | 10,540 | -28.3% | 0.06% | -31.8% |
Q2 2022 | $518,000 | -2.6% | 14,702 | +3.4% | 0.08% | -9.6% |
Q1 2022 | $532,000 | +7.3% | 14,222 | +1.9% | 0.09% | +5.6% |
Q4 2021 | $496,000 | -2.0% | 13,957 | -9.7% | 0.09% | -16.0% |
Q3 2021 | $506,000 | -0.6% | 15,448 | +0.8% | 0.11% | -5.4% |
Q2 2021 | $509,000 | +14.6% | 15,331 | +12.9% | 0.11% | 0.0% |
Q1 2021 | $444,000 | +47.5% | 13,581 | +25.3% | 0.11% | +30.2% |
Q4 2016 | $301,000 | – | 10,841 | – | 0.09% | – |
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% |