FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 207 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2021 | $18,000 | +5.9% | 563 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $17,000 | +13.3% | 563 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $15,000 | +7.1% | 563 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $14,000 | +7.7% | 563 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $13,000 | -27.8% | 563 | 0.0% | 0.01% | -15.4% |
| Q4 2019 | $18,000 | +5.9% | 563 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $17,000 | 0.0% | 563 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $17,000 | 0.0% | 563 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $17,000 | +13.3% | 563 | 0.0% | 0.01% | +8.3% |
| Q4 2018 | $15,000 | -11.8% | 563 | 0.0% | 0.01% | -7.7% |
| Q3 2018 | $17,000 | +6.2% | 563 | 0.0% | 0.01% | +8.3% |
| Q2 2018 | $16,000 | 0.0% | 563 | 0.0% | 0.01% | -7.7% |
| Q1 2018 | $16,000 | -5.9% | 563 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $17,000 | +6.2% | 563 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $16,000 | 0.0% | 563 | 0.0% | 0.01% | -7.1% |
| Q1 2017 | $16,000 | 0.0% | 563 | 0.0% | 0.01% | -6.7% |
| Q4 2016 | $16,000 | +6.7% | 563 | 0.0% | 0.02% | +7.1% |
| Q3 2016 | $15,000 | 0.0% | 563 | 0.0% | 0.01% | -6.7% |
| Q2 2016 | $15,000 | +7.1% | 563 | 0.0% | 0.02% | +7.1% |
| Q1 2016 | $14,000 | +7.7% | 563 | 0.0% | 0.01% | +7.7% |
| Q4 2015 | $13,000 | +8.3% | 563 | 0.0% | 0.01% | +8.3% |
| Q3 2015 | $12,000 | – | 563 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spectrum Wealth Advisory Group, LLC | 255,088 | $8,675,523 | 11.50% |
| Alpha Omega Group, Inc. | 161,774 | $5,501,934 | 10.19% |
| AIFG Consultants Ltd. | 363,732 | $12,370,533 | 9.93% |
| Kowal Investment Group, LLC | 1,023,026 | $34,793,116 | 9.31% |
| Sterling Manor Financial, LLC | 299,870 | $10,198,574 | 8.61% |
| Summit Financial Wealth Advisors, LLC | 824,616 | $28,045,178 | 6.48% |
| HC Advisors, LLC | 298,991 | $10,168,684 | 5.90% |
| Southland Equity Partners LLC | 403,530 | $13,724,059 | 4.63% |
| TRUE Private Wealth Advisors | 892,778 | $30,363,368 | 4.48% |
| HFG Advisors, Inc. | 122,834 | $4,177,581 | 4.41% |