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 | ||||
---|---|---|---|---|---|---|
Q4 2020 | $45,000 | +650.0% | 1,545 | +586.7% | 0.01% | +800.0% |
Q3 2020 | $6,000 | 0.0% | 225 | 0.0% | 0.00% | -50.0% |
Q2 2020 | $6,000 | -66.7% | 225 | -69.0% | 0.00% | -66.7% |
Q1 2020 | $18,000 | -96.9% | 726 | -96.0% | 0.01% | -96.0% |
Q4 2019 | $590,000 | +8.9% | 18,032 | +3.6% | 0.15% | -0.7% |
Q3 2019 | $542,000 | +0.4% | 17,408 | -0.9% | 0.15% | 0.0% |
Q2 2019 | $540,000 | -0.4% | 17,558 | -1.9% | 0.15% | -1.9% |
Q1 2019 | $542,000 | +8.0% | 17,898 | -2.6% | 0.15% | -8.9% |
Q4 2018 | $502,000 | -12.5% | 18,380 | -4.1% | 0.17% | -2.9% |
Q3 2018 | $574,000 | -15.1% | 19,170 | -18.8% | 0.17% | -17.9% |
Q2 2018 | $676,000 | -99.9% | 23,616 | +2.3% | 0.21% | +0.5% |
Q1 2018 | $651,464,000 | -7.8% | 23,078 | -1.8% | 0.21% | -7.0% |
Q4 2017 | $706,898,000 | -3.1% | 23,494 | -6.5% | 0.23% | -6.2% |
Q3 2017 | $729,448,000 | -47.7% | 25,138 | -49.3% | 0.24% | -36.8% |
Q2 2017 | $1,396,044,000 | -4.1% | 49,628 | -1.8% | 0.38% | -16.2% |
Q1 2017 | $1,455,884,000 | -15.7% | 50,536 | -18.8% | 0.46% | -13.9% |
Q4 2016 | $1,726,642,000 | -9.3% | 62,212 | -9.7% | 0.53% | +94.5% |
Q3 2016 | $1,903,612,000 | +123.4% | 68,932 | +117.0% | 0.27% | +7.1% |
Q2 2016 | $852,070,000 | +1210.4% | 31,760 | +1152.9% | 0.26% | +1175.0% |
Q1 2016 | $65,023,000 | +65.8% | 2,535 | +53.1% | 0.02% | +81.8% |
Q4 2015 | $39,224,000 | +33.7% | 1,656 | +24.9% | 0.01% | +22.2% |
Q3 2015 | $29,338,000 | +39.1% | 1,326 | +43.2% | 0.01% | +50.0% |
Q2 2015 | $21,090,000 | +34.2% | 926 | +37.0% | 0.01% | +50.0% |
Q1 2015 | $15,714,000 | -2.9% | 676 | 0.0% | 0.00% | -20.0% |
Q4 2014 | $16,180,000 | +2.4% | 676 | 0.0% | 0.01% | 0.0% |
Q3 2014 | $15,796,000 | -1.6% | 676 | +0.1% | 0.01% | 0.0% |
Q2 2014 | $16,052,000 | +5.6% | 675 | 0.0% | 0.01% | 0.0% |
Q1 2014 | $15,194,000 | +14651.5% | 675 | -85.7% | 0.01% | -85.7% |
Q4 2013 | $103,000 | – | 4,705 | – | 0.04% | – |
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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% |