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