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 | $220,522 | -0.6% | 6,594 | +1.1% | 0.02% | +7.1% |
| Q2 2023 | $221,901 | -2.9% | 6,524 | +1.3% | 0.01% | -12.5% |
| Q1 2023 | $228,553 | -2.0% | 6,438 | +0.9% | 0.02% | -11.1% |
| Q4 2022 | $233,330 | +15.5% | 6,382 | +1.1% | 0.02% | +5.9% |
| Q3 2022 | $202,000 | -7.8% | 6,314 | +1.2% | 0.02% | -22.7% |
| Q2 2022 | $219,000 | -5.2% | 6,237 | +0.7% | 0.02% | +10.0% |
| Q1 2022 | $231,000 | +6.0% | 6,196 | +0.7% | 0.02% | +11.1% |
| Q4 2021 | $218,000 | +38.9% | 6,150 | +27.7% | 0.02% | +38.5% |
| Q3 2021 | $157,000 | +1327.3% | 4,815 | +1014.6% | 0.01% | +333.3% |
| Q4 2018 | $11,000 | -15.4% | 432 | +1.4% | 0.00% | 0.0% |
| Q3 2018 | $13,000 | +8.3% | 426 | +0.7% | 0.00% | 0.0% |
| Q2 2018 | $12,000 | 0.0% | 423 | +1.0% | 0.00% | 0.0% |
| Q1 2018 | $12,000 | -60.0% | 419 | -57.8% | 0.00% | -57.1% |
| Q4 2017 | $30,000 | +3.4% | 993 | +1.0% | 0.01% | -30.0% |
| Q3 2017 | $29,000 | -29.3% | 983 | -32.0% | 0.01% | -41.2% |
| Q2 2017 | $41,000 | -86.9% | 1,445 | -86.6% | 0.02% | -83.7% |
| Q1 2017 | $312,000 | +4.7% | 10,821 | +0.7% | 0.10% | -6.3% |
| Q4 2016 | $298,000 | +7.6% | 10,741 | +5.9% | 0.11% | +1.8% |
| Q3 2016 | $277,000 | -53.5% | 10,140 | -55.5% | 0.11% | -15.5% |
| Q2 2016 | $596,000 | +82.8% | 22,780 | +79.2% | 0.13% | -10.4% |
| Q1 2016 | $326,000 | +9.0% | 12,715 | +0.7% | 0.14% | -12.2% |
| Q4 2015 | $299,000 | +3.8% | 12,632 | -2.9% | 0.16% | -3.0% |
| Q3 2015 | $288,000 | -2.0% | 13,004 | +0.9% | 0.17% | -26.2% |
| Q2 2015 | $294,000 | -1.0% | 12,891 | +0.9% | 0.23% | 0.0% |
| Q1 2015 | $297,000 | -9.7% | 12,770 | -6.9% | 0.23% | -12.6% |
| Q4 2014 | $329,000 | +3.5% | 13,717 | +0.9% | 0.26% | -3.0% |
| Q3 2014 | $318,000 | -3.6% | 13,597 | -2.2% | 0.27% | -2.5% |
| Q2 2014 | $330,000 | +2.5% | 13,896 | -2.8% | 0.28% | +3.0% |
| Q1 2014 | $322,000 | +3.5% | 14,301 | +0.9% | 0.27% | -8.8% |
| Q4 2013 | $311,000 | – | 14,179 | – | 0.30% | – |
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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% |