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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $11,704 | -1.7% | 350 | 0.0% | 0.01% | +14.3% |
Q2 2023 | $11,904 | -4.2% | 350 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $12,425 | -2.9% | 350 | 0.0% | 0.01% | -12.5% |
Q4 2022 | $12,796 | +16.3% | 350 | 0.0% | 0.01% | +14.3% |
Q3 2022 | $11,000 | -8.3% | 350 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $12,000 | -7.7% | 350 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $13,000 | +8.3% | 350 | 0.0% | 0.01% | +16.7% |
Q4 2021 | $12,000 | +9.1% | 350 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $11,000 | -8.3% | 350 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $12,000 | +9.1% | 350 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $11,000 | -42.1% | 350 | -46.2% | 0.01% | -45.5% |
Q4 2020 | $19,000 | +11.8% | 650 | 0.0% | 0.01% | +10.0% |
Q3 2020 | $17,000 | +6.2% | 650 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $16,000 | -44.8% | 650 | -50.0% | 0.01% | -54.5% |
Q1 2020 | $29,000 | -31.0% | 1,300 | 0.0% | 0.02% | -15.4% |
Q4 2019 | $42,000 | +5.0% | 1,300 | 0.0% | 0.03% | -3.7% |
Q3 2019 | $40,000 | 0.0% | 1,300 | 0.0% | 0.03% | 0.0% |
Q2 2019 | $40,000 | +2.6% | 1,300 | 0.0% | 0.03% | -3.6% |
Q1 2019 | $39,000 | +11.4% | 1,300 | 0.0% | 0.03% | -3.4% |
Q4 2018 | $35,000 | -10.3% | 1,300 | 0.0% | 0.03% | +7.4% |
Q3 2018 | $39,000 | +5.4% | 1,300 | 0.0% | 0.03% | 0.0% |
Q2 2018 | $37,000 | 0.0% | 1,300 | 0.0% | 0.03% | +3.8% |
Q1 2018 | $37,000 | -5.1% | 1,300 | 0.0% | 0.03% | +4.0% |
Q4 2017 | $39,000 | +2.6% | 1,300 | 0.0% | 0.02% | -3.8% |
Q3 2017 | $38,000 | +2.7% | 1,300 | 0.0% | 0.03% | +4.0% |
Q2 2017 | $37,000 | 0.0% | 1,300 | -0.1% | 0.02% | -3.8% |
Q1 2017 | $37,000 | +2.8% | 1,301 | +0.1% | 0.03% | -3.7% |
Q4 2016 | $36,000 | +2.9% | 1,300 | 0.0% | 0.03% | +3.8% |
Q3 2016 | $35,000 | 0.0% | 1,300 | 0.0% | 0.03% | 0.0% |
Q2 2016 | $35,000 | +6.1% | 1,300 | 0.0% | 0.03% | -3.7% |
Q1 2016 | $33,000 | +6.5% | 1,300 | 0.0% | 0.03% | +8.0% |
Q4 2015 | $31,000 | – | 1,300 | – | 0.02% | – |
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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% |