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 | $417,164 | +98287.7% | 12,475 | 0.0% | 0.09% | -1.1% |
| Q2 2023 | $424 | -5.1% | 12,475 | 0.0% | 0.09% | -1.1% |
| Q1 2023 | $447 | -7.6% | 12,475 | -5.7% | 0.09% | -13.8% |
| Q4 2022 | $484 | -99.9% | 13,225 | 0.0% | 0.11% | 0.0% |
| Q3 2022 | $468,000 | +0.4% | 13,225 | 0.0% | 0.11% | +3.8% |
| Q2 2022 | $466,000 | -9.3% | 13,225 | -3.6% | 0.10% | +6.1% |
| Q1 2022 | $514,000 | +4.0% | 13,725 | 0.0% | 0.10% | +4.2% |
| Q4 2021 | $494,000 | +7.6% | 13,725 | -2.1% | 0.10% | +10.5% |
| Q3 2021 | $459,000 | -3.6% | 14,025 | -2.4% | 0.09% | -15.7% |
| Q2 2021 | $476,000 | +0.8% | 14,375 | 0.0% | 0.10% | -1.0% |
| Q1 2021 | $472,000 | +12.1% | 14,375 | 0.0% | 0.10% | +5.1% |
| Q4 2020 | $421,000 | +11.7% | 14,375 | 0.0% | 0.10% | -10.9% |
| Q3 2020 | $377,000 | +0.5% | 14,375 | 0.0% | 0.11% | -0.9% |
| Q2 2020 | $375,000 | -26.8% | 14,375 | -9.0% | 0.11% | -31.1% |
| Q4 2019 | $512,000 | +4.7% | 15,800 | 0.0% | 0.16% | -64.5% |
| Q3 2019 | $489,000 | -10.6% | 15,800 | -10.7% | 0.45% | +141.0% |
| Q2 2019 | $547,000 | +14.7% | 17,700 | +1.0% | 0.19% | -25.4% |
| Q4 2018 | $477,000 | -18.2% | 17,525 | -9.8% | 0.25% | +9.6% |
| Q3 2018 | $583,000 | +5.0% | 19,425 | 0.0% | 0.23% | -3.8% |
| Q2 2018 | $555,000 | +0.2% | 19,425 | -1.0% | 0.24% | -14.0% |
| Q1 2018 | $554,000 | -6.3% | 19,625 | 0.0% | 0.28% | +2.2% |
| Q4 2017 | $591,000 | +9.4% | 19,625 | +5.4% | 0.27% | +19.3% |
| Q3 2017 | $540,000 | +5.1% | 18,625 | +1.9% | 0.23% | -9.9% |
| Q2 2017 | $514,000 | +5.1% | 18,275 | +6.4% | 0.25% | +18.8% |
| Q1 2017 | $489,000 | -9.4% | 17,175 | -11.8% | 0.21% | -22.0% |
| Q4 2016 | $540,000 | +1.7% | 19,473 | 0.0% | 0.27% | +3.4% |
| Q3 2016 | $531,000 | -0.9% | 19,473 | 0.0% | 0.26% | -11.4% |
| Q2 2016 | $536,000 | +8.3% | 19,473 | 0.0% | 0.30% | -14.4% |
| Q1 2016 | $495,000 | +6.2% | 19,473 | -2.0% | 0.35% | +7.7% |
| Q4 2015 | $466,000 | +11.0% | 19,873 | +4.7% | 0.32% | +15.4% |
| Q3 2015 | $420,000 | +5.5% | 18,973 | +8.6% | 0.28% | +10.2% |
| Q2 2015 | $398,000 | -1.5% | 17,473 | +2.9% | 0.25% | -4.5% |
| Q1 2015 | $404,000 | +18.8% | 16,973 | +19.7% | 0.27% | +14.7% |
| Q4 2014 | $340,000 | -0.9% | 14,175 | 0.0% | 0.23% | +2.2% |
| Q3 2014 | $343,000 | +1.8% | 14,175 | 0.0% | 0.23% | +11.3% |
| Q2 2014 | $337,000 | +3.4% | 14,175 | 0.0% | 0.20% | -10.5% |
| Q1 2014 | $326,000 | +7.9% | 14,175 | 0.0% | 0.23% | +12.3% |
| Q4 2013 | $302,000 | -2.3% | 14,175 | -4.1% | 0.20% | -24.0% |
| Q3 2013 | $309,000 | – | 14,775 | – | 0.27% | – |
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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% |