FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 349 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,382,299 | -69.5% | 71,241 | -69.0% | 0.00% | -66.7% |
| Q2 2023 | $7,813,049 | -41.3% | 229,728 | -36.9% | 0.00% | -50.0% |
| Q4 2022 | $13,314,019 | +28.7% | 364,169 | +24.0% | 0.01% | +50.0% |
| Q2 2022 | $10,347,000 | +2351.9% | 293,769 | +2176.4% | 0.00% | – |
| Q1 2021 | $422,000 | -69.7% | 12,905 | -76.5% | 0.00% | -100.0% |
| Q2 2020 | $1,392,000 | +42.0% | 54,906 | +25.0% | 0.00% | 0.0% |
| Q1 2020 | $980,000 | +26.6% | 43,909 | +84.8% | 0.00% | 0.0% |
| Q4 2019 | $774,000 | +16.6% | 23,761 | +11.1% | 0.00% | 0.0% |
| Q3 2019 | $664,000 | -70.7% | 21,391 | -71.6% | 0.00% | -75.0% |
| Q1 2019 | $2,269,000 | +70.5% | 75,247 | +54.0% | 0.00% | +33.3% |
| Q4 2018 | $1,331,000 | -38.5% | 48,858 | -32.7% | 0.00% | -25.0% |
| Q3 2018 | $2,163,000 | +228.7% | 72,562 | +215.4% | 0.00% | +100.0% |
| Q2 2018 | $658,000 | +16.7% | 23,005 | +15.1% | 0.00% | +100.0% |
| Q1 2018 | $564,000 | +36.2% | 19,984 | +45.2% | 0.00% | 0.0% |
| Q4 2017 | $414,000 | -71.3% | 13,767 | -72.3% | 0.00% | -80.0% |
| Q3 2017 | $1,443,000 | +70.6% | 49,731 | +65.3% | 0.01% | +66.7% |
| Q2 2017 | $846,000 | -24.6% | 30,090 | -25.6% | 0.00% | -40.0% |
| Q4 2016 | $1,122,000 | -39.8% | 40,443 | -40.8% | 0.01% | -44.4% |
| Q3 2016 | $1,864,000 | -63.8% | 68,346 | -64.4% | 0.01% | -65.4% |
| Q2 2016 | $5,156,000 | +100.7% | 192,175 | +91.9% | 0.03% | +85.7% |
| Q1 2016 | $2,569,000 | +122.6% | 100,163 | +105.8% | 0.01% | +100.0% |
| Q4 2015 | $1,154,000 | +29.2% | 48,681 | +20.7% | 0.01% | +16.7% |
| Q3 2015 | $893,000 | -32.3% | 40,331 | -30.3% | 0.01% | -33.3% |
| Q2 2015 | $1,319,000 | +83.4% | 57,842 | +92.8% | 0.01% | +80.0% |
| Q4 2014 | $719,000 | – | 30,005 | – | 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% |