FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 172 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $96,648 | -29.1% | 2,842 | -26.0% | 0.01% | -12.5% |
Q1 2023 | $136,332 | -66.9% | 3,840 | -65.9% | 0.02% | -44.8% |
Q1 2022 | $412,000 | +2.0% | 11,268 | +1.3% | 0.03% | +7.4% |
Q4 2021 | $404,000 | +6.9% | 11,123 | +0.0% | 0.03% | +8.0% |
Q3 2021 | $378,000 | -44.2% | 11,121 | -44.3% | 0.02% | -47.9% |
Q2 2021 | $678,000 | -1.5% | 19,971 | +0.0% | 0.05% | -9.4% |
Q1 2021 | $688,000 | +13.7% | 19,970 | +0.0% | 0.05% | +3.9% |
Q4 2020 | $605,000 | -2.3% | 19,969 | -9.5% | 0.05% | -15.0% |
Q3 2020 | $619,000 | -3.0% | 22,068 | -6.0% | 0.06% | -9.1% |
Q2 2020 | $638,000 | -5.3% | 23,466 | -17.6% | 0.07% | -24.1% |
Q1 2020 | $674,000 | -32.6% | 28,471 | -9.0% | 0.09% | -26.3% |
Q4 2019 | $1,000,000 | +12.6% | 31,270 | +13.7% | 0.12% | -2.5% |
Q3 2019 | $888,000 | -93.7% | 27,497 | +5511.6% | 0.12% | +146.9% |
Q1 2017 | $14,088,000 | -93.1% | 490 | -93.5% | 0.05% | -25.8% |
Q3 2016 | $203,978,000 | +4.4% | 7,580 | -39.9% | 0.07% | +164.0% |
Q2 2016 | $195,385,000 | +3.6% | 12,602 | -46.3% | 0.02% | -19.4% |
Q4 2015 | $188,665,000 | +28101.0% | 23,449 | -20.1% | 0.03% | -89.4% |
Q2 2015 | $669,000 | -70.7% | 29,351 | -70.1% | 0.29% | -72.4% |
Q1 2015 | $2,282,000 | – | 98,029 | – | 1.06% | – |
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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% |