FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 203 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $381,491 | -2.5% | 11,408 | -0.8% | 0.05% | -5.4% |
| Q2 2023 | $391,268 | -23.4% | 11,505 | -20.8% | 0.06% | -31.7% |
| Q1 2023 | $510,815 | -3.9% | 14,532 | 0.0% | 0.08% | -21.2% |
| Q4 2022 | $531,306 | +35.5% | 14,532 | +19.2% | 0.10% | +25.3% |
| Q3 2022 | $392,000 | -8.6% | 12,187 | +0.0% | 0.08% | -8.8% |
| Q2 2022 | $429,000 | -14.7% | 12,182 | -8.6% | 0.09% | -1.1% |
| Q1 2022 | $503,000 | -35.1% | 13,328 | -37.4% | 0.09% | -27.0% |
| Q4 2021 | $775,000 | +5.7% | 21,295 | -3.7% | 0.13% | -4.5% |
| Q3 2021 | $733,000 | 0.0% | 22,109 | 0.0% | 0.13% | 0.0% |
| Q2 2021 | $733,000 | +1.4% | 22,109 | +0.0% | 0.13% | -7.0% |
| Q1 2021 | $723,000 | +9.7% | 22,106 | -0.8% | 0.14% | +4.4% |
| Q4 2020 | $659,000 | +88.8% | 22,275 | +66.1% | 0.14% | +40.2% |
| Q3 2020 | $349,000 | +41.9% | 13,411 | +38.1% | 0.10% | +14.1% |
| Q2 2020 | $246,000 | -64.8% | 9,708 | -54.8% | 0.08% | +14.9% |
| Q4 2019 | $699,000 | +59.2% | 21,468 | +51.9% | 0.07% | +51.0% |
| Q3 2019 | $439,000 | -99.7% | 14,134 | +207.6% | 0.05% | -68.6% |
| Q4 2016 | $127,546,000 | – | 4,595 | – | 0.16% | – |
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% |