FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 234 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
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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% |