FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 279 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,472,711 | +2.4% | 73,944 | +4.1% | 0.05% | -3.6% |
| Q2 2023 | $2,415,158 | -57.1% | 71,013 | -55.2% | 0.06% | -63.3% |
| Q1 2023 | $5,627,640 | -7.3% | 158,525 | -4.5% | 0.15% | -2.6% |
| Q4 2022 | $6,068,278 | +273.7% | 165,981 | +228.4% | 0.15% | +242.2% |
| Q3 2022 | $1,624,000 | +62.2% | 50,545 | +77.9% | 0.04% | +80.0% |
| Q2 2022 | $1,001,000 | -62.5% | 28,409 | -60.2% | 0.02% | -58.3% |
| Q1 2022 | $2,671,000 | -17.2% | 71,350 | -21.4% | 0.06% | -15.5% |
| Q4 2021 | $3,226,000 | +16.7% | 90,726 | +7.5% | 0.07% | +1.4% |
| Q3 2021 | $2,765,000 | -0.8% | 84,409 | +0.5% | 0.07% | +1.4% |
| Q2 2021 | $2,788,000 | +24.2% | 84,017 | +22.5% | 0.07% | +11.3% |
| Q1 2021 | $2,245,000 | +259.8% | 68,612 | +225.4% | 0.06% | +226.3% |
| Q4 2020 | $624,000 | -19.7% | 21,083 | -29.3% | 0.02% | -26.9% |
| Q3 2020 | $777,000 | +25.9% | 29,817 | +22.6% | 0.03% | +18.2% |
| Q2 2020 | $617,000 | +5.1% | 24,326 | -7.4% | 0.02% | -18.5% |
| Q1 2020 | $587,000 | -43.0% | 26,268 | -16.9% | 0.03% | -32.5% |
| Q4 2019 | $1,029,000 | +16.3% | 31,597 | +10.8% | 0.04% | +5.3% |
| Q3 2019 | $885,000 | +5.4% | 28,512 | +4.0% | 0.04% | +5.6% |
| Q2 2019 | $840,000 | +31.2% | 27,415 | +29.3% | 0.04% | +24.1% |
| Q1 2019 | $640,000 | +33.1% | 21,206 | +20.1% | 0.03% | +16.0% |
| Q4 2018 | $481,000 | -21.8% | 17,662 | -14.4% | 0.02% | -7.4% |
| Q3 2018 | $615,000 | +5.5% | 20,623 | +1.1% | 0.03% | +3.8% |
| Q2 2018 | $583,000 | +1.4% | 20,404 | +0.1% | 0.03% | +8.3% |
| Q1 2018 | $575,000 | -24.3% | 20,380 | -19.3% | 0.02% | -29.4% |
| Q4 2017 | $760,000 | -9.5% | 25,251 | -12.7% | 0.03% | -15.0% |
| Q3 2017 | $840,000 | +32.9% | 28,939 | +28.8% | 0.04% | +21.2% |
| Q2 2017 | $632,000 | -19.3% | 22,474 | -17.3% | 0.03% | -25.0% |
| Q1 2017 | $783,000 | +11.7% | 27,178 | +7.6% | 0.04% | 0.0% |
| Q4 2016 | $701,000 | -21.0% | 25,265 | -22.3% | 0.04% | -26.7% |
| Q3 2016 | $887,000 | +50.6% | 32,515 | +48.1% | 0.06% | +36.4% |
| Q2 2016 | $589,000 | +21.2% | 21,949 | +15.8% | 0.04% | +4.8% |
| Q1 2016 | $486,000 | +73.6% | 18,947 | +60.6% | 0.04% | +82.6% |
| Q4 2015 | $280,000 | -48.4% | 11,794 | -50.5% | 0.02% | -67.1% |
| Q2 2015 | $543,000 | -24.4% | 23,842 | -22.5% | 0.07% | -17.6% |
| Q1 2015 | $718,000 | +2.3% | 30,749 | +5.0% | 0.08% | -32.5% |
| Q4 2014 | $702,000 | – | 29,287 | – | 0.13% | – |
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% |