FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 190 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,930,145 | -14.7% | 177,337 | -13.3% | 0.06% | -17.7% |
| Q2 2023 | $6,953,940 | -49.2% | 204,468 | -47.1% | 0.08% | -53.8% |
| Q1 2023 | $13,702,318 | +415.8% | 386,313 | +73.1% | 0.17% | +137.5% |
| Q4 2022 | $2,656,656 | -58.4% | 223,204 | +12.3% | 0.07% | -31.4% |
| Q3 2022 | $6,385,000 | +98.6% | 198,714 | +117.7% | 0.10% | +98.1% |
| Q2 2022 | $3,215,000 | +152.8% | 91,275 | +168.7% | 0.05% | +165.0% |
| Q1 2022 | $1,272,000 | +40.4% | 33,967 | +33.3% | 0.02% | +42.9% |
| Q4 2021 | $906,000 | +115.7% | 25,481 | +98.9% | 0.01% | +40.0% |
| Q3 2021 | $420,000 | +2.9% | 12,812 | +4.1% | 0.01% | -9.1% |
| Q2 2021 | $408,000 | -11.7% | 12,304 | -12.8% | 0.01% | -21.4% |
| Q1 2021 | $462,000 | +9.2% | 14,111 | -1.3% | 0.01% | 0.0% |
| Q4 2020 | $423,000 | -28.8% | 14,304 | -37.2% | 0.01% | -33.3% |
| Q3 2020 | $594,000 | +40.1% | 22,767 | +36.2% | 0.02% | +23.5% |
| Q2 2020 | $424,000 | -42.8% | 16,721 | -49.6% | 0.02% | -52.8% |
| Q1 2020 | $741,000 | -39.3% | 33,169 | -11.5% | 0.04% | -26.5% |
| Q4 2019 | $1,221,000 | -1.1% | 37,477 | -5.7% | 0.05% | -10.9% |
| Q3 2019 | $1,234,000 | -1.0% | 39,746 | -2.3% | 0.06% | -27.6% |
| Q2 2019 | $1,247,000 | +4.7% | 40,699 | +3.0% | 0.08% | -1.3% |
| Q1 2019 | $1,191,000 | +17.1% | 39,498 | +5.8% | 0.08% | +16.7% |
| Q4 2018 | $1,017,000 | -11.6% | 37,344 | -3.3% | 0.07% | -25.0% |
| Q3 2018 | $1,151,000 | +8.9% | 38,621 | +4.1% | 0.09% | -9.3% |
| Q2 2018 | $1,057,000 | +37.1% | 37,103 | +33.1% | 0.10% | +10.2% |
| Q1 2018 | $771,000 | -6.8% | 27,872 | +2.6% | 0.09% | -21.4% |
| Q4 2017 | $827,000 | -98.3% | 27,163 | +1471.9% | 0.11% | +1300.0% |
| Q2 2017 | $48,170,000 | – | 1,728 | – | 0.01% | – |
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% |