FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 133 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $78,465,411 | -1.9% | 2,346,454 | -0.2% | 0.68% | +0.7% |
| Q2 2023 | $79,983,870 | -7.5% | 2,351,775 | -3.5% | 0.67% | -11.1% |
| Q1 2023 | $86,496,524 | +637.9% | 2,436,522 | +659.9% | 0.76% | +593.6% |
| Q4 2022 | $11,722,425 | +149.6% | 320,635 | +119.3% | 0.11% | +16.0% |
| Q3 2022 | $4,697,000 | -0.4% | 146,189 | +9.2% | 0.09% | +25.3% |
| Q2 2022 | $4,716,000 | +117.6% | 133,895 | +131.3% | 0.08% | +141.9% |
| Q1 2022 | $2,167,000 | -6.1% | 57,876 | -10.8% | 0.03% | -6.1% |
| Q4 2021 | $2,308,000 | +4.7% | 64,894 | -3.6% | 0.03% | -5.7% |
| Q3 2021 | $2,205,000 | -7.8% | 67,302 | -6.6% | 0.04% | -7.9% |
| Q2 2021 | $2,391,000 | +5.9% | 72,061 | +4.5% | 0.04% | -13.6% |
| Q1 2021 | $2,257,000 | +4.1% | 68,987 | -5.8% | 0.04% | +2.3% |
| Q4 2020 | $2,168,000 | +760.3% | 73,260 | +657.1% | 0.04% | +104.8% |
| Q3 2020 | $252,000 | -22.2% | 9,676 | -24.4% | 0.02% | -30.0% |
| Q2 2020 | $324,000 | -3.3% | 12,795 | -14.7% | 0.03% | -26.8% |
| Q1 2020 | $335,000 | -31.4% | 15,003 | +0.1% | 0.04% | -16.3% |
| Q4 2019 | $488,000 | -3.0% | 14,982 | -7.3% | 0.05% | -19.7% |
| Q3 2019 | $503,000 | -1.2% | 16,160 | -2.6% | 0.06% | -7.6% |
| Q2 2019 | $509,000 | -8.3% | 16,599 | -9.7% | 0.07% | -15.4% |
| Q1 2019 | $555,000 | -2.5% | 18,374 | -12.0% | 0.08% | -16.1% |
| Q4 2018 | $569,000 | -23.0% | 20,889 | -15.7% | 0.09% | -12.3% |
| Q3 2018 | $739,000 | -34.8% | 24,779 | -37.8% | 0.11% | -46.7% |
| Q2 2018 | $1,134,000 | -18.5% | 39,814 | -19.4% | 0.20% | -23.8% |
| Q1 2018 | $1,392,000 | -27.4% | 49,412 | -22.3% | 0.26% | -25.9% |
| Q4 2017 | $1,918,000 | +7.0% | 63,625 | +2.9% | 0.35% | -11.3% |
| Q3 2017 | $1,793,000 | +2.5% | 61,856 | -0.6% | 0.40% | -7.5% |
| Q2 2017 | $1,749,000 | +13.7% | 62,221 | +16.4% | 0.43% | +0.9% |
| Q1 2017 | $1,538,000 | +18.9% | 53,475 | +14.7% | 0.42% | -1.4% |
| Q4 2016 | $1,293,000 | +73.8% | 46,605 | +70.0% | 0.43% | +34.7% |
| Q3 2016 | $744,000 | +33.1% | 27,416 | +31.5% | 0.32% | +46.1% |
| Q2 2016 | $559,000 | -18.4% | 20,842 | -21.7% | 0.22% | -26.3% |
| Q1 2016 | $685,000 | +8.9% | 26,617 | +0.3% | 0.30% | +2.8% |
| Q4 2015 | $629,000 | – | 26,533 | – | 0.29% | – |
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% |