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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |