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 | $30,981 | -1.7% | 926 | 0.0% | 0.01% | +14.3% |
| Q2 2023 | $31,509 | -4.2% | 926 | 0.0% | 0.01% | -12.5% |
| Q1 2023 | $32,890 | -2.9% | 926 | 0.0% | 0.01% | -11.1% |
| Q4 2022 | $33,872 | +5.8% | 926 | -6.9% | 0.01% | +12.5% |
| Q3 2022 | $32,000 | -8.6% | 995 | 0.0% | 0.01% | -11.1% |
| Q2 2022 | $35,000 | -5.4% | 995 | +0.1% | 0.01% | 0.0% |
| Q1 2022 | $37,000 | +5.7% | 994 | -0.1% | 0.01% | +12.5% |
| Q4 2021 | $35,000 | +9.4% | 995 | +1.1% | 0.01% | 0.0% |
| Q3 2021 | $32,000 | 0.0% | 984 | +0.8% | 0.01% | -11.1% |
| Q2 2021 | $32,000 | 0.0% | 976 | +1.0% | 0.01% | -10.0% |
| Q1 2021 | $32,000 | +14.3% | 966 | +0.6% | 0.01% | +11.1% |
| Q4 2020 | $28,000 | -3.4% | 960 | +1.2% | 0.01% | -18.2% |
| Q3 2020 | $29,000 | -75.6% | 949 | -79.7% | 0.01% | -76.1% |
| Q2 2020 | $119,000 | +13.3% | 4,682 | -0.5% | 0.05% | -2.1% |
| Q1 2020 | $105,000 | -42.0% | 4,707 | -15.4% | 0.05% | -39.0% |
| Q4 2019 | $181,000 | – | 5,567 | – | 0.08% | – |
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% |