FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 349 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $917,347 | -37.1% | 27,432 | -41.1% | 0.04% | +28.1% |
| Q2 2023 | $1,458,195 | +140.8% | 46,572 | +120.0% | 0.03% | +23.1% |
| Q1 2023 | $605,542 | +15932.4% | 21,165 | -83.9% | 0.03% | -74.3% |
| Q4 2022 | $3,777 | -99.9% | 131,700 | -3.6% | 0.10% | -1.0% |
| Q3 2022 | $3,931,000 | +7.1% | 136,656 | +7.2% | 0.10% | -11.3% |
| Q2 2022 | $3,669,000 | -6.2% | 127,487 | -6.2% | 0.12% | +134.7% |
| Q1 2022 | $3,911,000 | +2270.3% | 135,958 | +2845.4% | 0.05% | +1533.3% |
| Q4 2021 | $165,000 | +10.0% | 4,616 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $150,000 | -2.0% | 4,616 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $153,000 | -1.3% | 4,616 | -2.9% | 0.00% | 0.0% |
| Q1 2021 | $155,000 | +4.0% | 4,754 | -4.6% | 0.00% | -50.0% |
| Q4 2020 | $149,000 | -8.6% | 4,981 | -20.1% | 0.01% | -40.0% |
| Q3 2020 | $163,000 | +3.8% | 6,234 | 0.0% | 0.01% | -16.7% |
| Q2 2020 | $157,000 | +10.6% | 6,234 | 0.0% | 0.01% | -14.3% |
| Q1 2020 | $142,000 | +2266.7% | 6,234 | +3064.5% | 0.01% | – |
| Q4 2019 | $6,000 | -99.5% | 197 | -99.4% | 0.00% | -100.0% |
| Q3 2019 | $1,100,000 | +57.8% | 35,632 | +54.7% | 0.07% | -22.1% |
| Q1 2019 | $697,000 | -60.8% | 23,040 | -64.9% | 0.10% | -12.0% |
| Q4 2018 | $1,777,000 | -13.7% | 65,598 | -5.0% | 0.11% | +28.6% |
| Q3 2018 | $2,059,000 | -0.9% | 69,076 | -4.9% | 0.08% | -3.4% |
| Q2 2018 | $2,077,000 | -10.9% | 72,660 | -6.1% | 0.09% | -17.9% |
| Q1 2018 | $2,330,000 | 0.0% | 77,419 | 0.0% | 0.11% | 0.0% |
| Q4 2017 | $2,330,000 | -1.6% | 77,419 | -5.2% | 0.11% | +12.8% |
| Q3 2017 | $2,369,000 | +1.9% | 81,637 | -1.2% | 0.09% | -5.1% |
| Q2 2017 | $2,325,000 | +8.1% | 82,648 | +10.8% | 0.10% | +5.3% |
| Q1 2017 | $2,150,000 | +8.1% | 74,612 | +4.1% | 0.09% | -2.1% |
| Q4 2016 | $1,989,000 | +15.6% | 71,671 | +13.6% | 0.10% | +7.9% |
| Q3 2016 | $1,721,000 | -31.0% | 63,092 | -32.2% | 0.09% | -36.0% |
| Q2 2016 | $2,496,000 | +258.1% | 93,029 | +303.8% | 0.14% | +46.3% |
| Q1 2016 | $697,000 | -56.7% | 23,040 | -66.1% | 0.10% | -12.0% |
| Q4 2015 | $1,611,000 | – | 67,985 | – | 0.11% | – |
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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% |