FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 349 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,643,186 | +4.8% | 49,138 | +6.5% | 0.08% | +1.2% |
| Q2 2023 | $1,568,548 | +55.4% | 46,120 | +62.2% | 0.08% | +41.4% |
| Q1 2023 | $1,009,132 | -72.5% | 28,426 | -72.7% | 0.06% | -82.1% |
| Q2 2022 | $3,673,000 | +603.6% | 104,288 | +346.3% | 0.32% | +332.0% |
| Q1 2020 | $522,000 | -49.1% | 23,369 | -25.8% | 0.08% | -38.0% |
| Q4 2019 | $1,026,000 | -43.6% | 31,496 | -46.2% | 0.12% | -51.0% |
| Q3 2019 | $1,818,000 | -7.9% | 58,563 | -9.1% | 0.25% | -13.9% |
| Q2 2019 | $1,974,000 | +24.9% | 64,425 | +23.0% | 0.29% | +9.1% |
| Q1 2019 | $1,580,000 | +503.1% | 52,393 | +445.7% | 0.26% | +426.0% |
| Q4 2018 | $262,000 | +24.2% | 9,601 | +35.6% | 0.05% | +8.7% |
| Q3 2018 | $211,000 | -28.5% | 7,080 | -31.4% | 0.05% | -38.7% |
| Q2 2018 | $295,000 | -10.3% | 10,324 | -13.2% | 0.08% | -14.8% |
| Q1 2018 | $329,000 | -7.8% | 11,894 | +1.5% | 0.09% | -7.4% |
| Q4 2017 | $357,000 | -36.9% | 11,717 | -39.6% | 0.10% | -60.6% |
| Q3 2017 | $566,000 | +2258.3% | 19,412 | +308.6% | 0.24% | +1908.3% |
| Q2 2017 | $24,000 | -85.1% | 4,751 | +158.5% | 0.01% | -88.8% |
| Q1 2017 | $161,000 | +2200.0% | 1,838 | +620.8% | 0.11% | +2040.0% |
| Q4 2016 | $7,000 | – | 255 | – | 0.01% | – |
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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% |