FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 159 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $3,007,508 | -1.2% | 79,291 | +0.3% | 0.01% | 0.0% |
Q1 2024 | $3,043,153 | +7.7% | 79,084 | +0.4% | 0.01% | 0.0% |
Q4 2023 | $2,826,411 | +7.5% | 78,774 | +0.2% | 0.01% | -14.3% |
Q3 2023 | $2,629,739 | -2.8% | 78,640 | -1.2% | 0.01% | 0.0% |
Q2 2023 | $2,706,856 | -13.5% | 79,590 | -9.7% | 0.01% | -12.5% |
Q1 2023 | $3,127,799 | +76020.7% | 88,107 | -21.6% | 0.01% | -27.3% |
Q4 2022 | $4,109 | -99.8% | 112,392 | +60.0% | 0.01% | +57.1% |
Q3 2022 | $2,257,000 | -29.3% | 70,240 | -22.5% | 0.01% | -22.2% |
Q2 2022 | $3,191,000 | +54.6% | 90,591 | +64.3% | 0.01% | +80.0% |
Q1 2022 | $2,064,000 | +2.9% | 55,131 | -2.3% | 0.01% | 0.0% |
Q4 2021 | $2,006,000 | +8.1% | 56,422 | -0.3% | 0.01% | 0.0% |
Q3 2021 | $1,855,000 | +2.3% | 56,609 | +3.6% | 0.01% | 0.0% |
Q2 2021 | $1,814,000 | +0.9% | 54,657 | -0.5% | 0.01% | 0.0% |
Q1 2021 | $1,798,000 | +10.6% | 54,942 | -0.0% | 0.01% | 0.0% |
Q4 2020 | $1,626,000 | -76.7% | 54,955 | -79.5% | 0.01% | -79.2% |
Q3 2020 | $6,973,000 | +1.7% | 267,577 | -1.0% | 0.02% | -7.7% |
Q2 2020 | $6,855,000 | +18.4% | 270,299 | +4.3% | 0.03% | 0.0% |
Q1 2020 | $5,789,000 | -30.7% | 259,212 | +1.0% | 0.03% | -13.3% |
Q4 2019 | $8,359,000 | +4.6% | 256,552 | -0.3% | 0.03% | -3.2% |
Q3 2019 | $7,988,000 | -0.2% | 257,343 | -1.5% | 0.03% | 0.0% |
Q2 2019 | $8,002,000 | +263.1% | 261,166 | +257.4% | 0.03% | +138.5% |
Q1 2019 | $2,204,000 | -72.3% | 73,067 | -75.0% | 0.01% | -75.9% |
Q4 2018 | $7,956,000 | +19.7% | 292,070 | +31.6% | 0.05% | +28.6% |
Q3 2018 | $6,645,000 | +7.9% | 222,021 | +3.1% | 0.04% | 0.0% |
Q2 2018 | $6,159,000 | +6.8% | 215,409 | +5.5% | 0.04% | +2.4% |
Q1 2018 | $5,765,000 | -1.3% | 204,200 | +5.3% | 0.04% | 0.0% |
Q4 2017 | $5,838,000 | +2.3% | 194,013 | -1.3% | 0.04% | -4.7% |
Q3 2017 | $5,706,000 | -0.6% | 196,627 | -3.7% | 0.04% | -4.4% |
Q2 2017 | $5,743,000 | -3.7% | 204,151 | -1.4% | 0.04% | -6.2% |
Q1 2017 | $5,964,000 | +11.1% | 207,017 | +7.0% | 0.05% | +2.1% |
Q4 2016 | $5,368,000 | +39.0% | 193,404 | +36.6% | 0.05% | +34.3% |
Q3 2016 | $3,861,000 | +65.6% | 141,570 | +63.0% | 0.04% | +66.7% |
Q2 2016 | $2,331,000 | +24.5% | 86,866 | +19.0% | 0.02% | +16.7% |
Q1 2016 | $1,873,000 | +504.2% | 73,015 | +457.5% | 0.02% | +500.0% |
Q4 2015 | $310,000 | – | 13,098 | – | 0.00% | – |
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% |