FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 155 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $804,976 | +0.0% | 24,072 | +1.7% | 0.07% | +1.5% |
| Q2 2023 | $804,950 | -3.3% | 23,668 | +0.9% | 0.07% | -15.4% |
| Q1 2023 | $832,529 | -75.0% | 23,451 | -74.3% | 0.08% | -77.2% |
| Q4 2022 | $3,333,866 | +14.3% | 91,189 | +0.5% | 0.34% | +1.2% |
| Q3 2022 | $2,916,000 | +113.0% | 90,744 | +133.4% | 0.34% | +119.5% |
| Q2 2022 | $1,369,000 | +567.8% | 38,879 | +609.6% | 0.15% | +670.0% |
| Q1 2022 | $205,000 | +5025.0% | 5,479 | +2995.5% | 0.02% | +1900.0% |
| Q3 2020 | $4,000 | 0.0% | 177 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $4,000 | 0.0% | 177 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | -42.9% | 177 | -22.4% | 0.00% | 0.0% |
| Q4 2019 | $7,000 | 0.0% | 228 | +0.4% | 0.00% | 0.0% |
| Q3 2019 | $7,000 | -80.6% | 227 | -80.7% | 0.00% | -85.7% |
| Q2 2019 | $36,000 | +350.0% | 1,175 | +327.3% | 0.01% | +250.0% |
| Q1 2019 | $8,000 | +14.3% | 275 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $7,000 | -88.7% | 275 | -86.7% | 0.00% | -81.8% |
| Q3 2018 | $62,000 | +5.1% | 2,075 | -0.5% | 0.01% | -8.3% |
| Q2 2018 | $59,000 | – | 2,085 | – | 0.01% | – |
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% |