FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 203 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $380,112 | -11.8% | 11,367 | -10.2% | 0.23% | -7.3% |
| Q2 2023 | $430,737 | -5.7% | 12,665 | -1.6% | 0.24% | -8.6% |
| Q1 2023 | $456,743 | -6.1% | 12,866 | -3.3% | 0.27% | -10.1% |
| Q4 2022 | $486,358 | +6.4% | 13,303 | -6.4% | 0.30% | -2.0% |
| Q3 2022 | $457,000 | -9.9% | 14,210 | -1.2% | 0.30% | -3.5% |
| Q2 2022 | $507,000 | -10.9% | 14,389 | -5.3% | 0.32% | +4.3% |
| Q1 2022 | $569,000 | -8.8% | 15,196 | -13.5% | 0.30% | -9.9% |
| Q4 2021 | $624,000 | -6.6% | 17,561 | -13.9% | 0.34% | -21.0% |
| Q3 2021 | $668,000 | -45.3% | 20,405 | -44.6% | 0.42% | -48.5% |
| Q2 2021 | $1,221,000 | -9.3% | 36,807 | -10.5% | 0.82% | -12.9% |
| Q1 2021 | $1,346,000 | +5.9% | 41,141 | -4.2% | 0.94% | +4.0% |
| Q4 2020 | $1,271,000 | +5.1% | 42,950 | -7.4% | 0.91% | -9.8% |
| Q3 2020 | $1,209,000 | +0.8% | 46,407 | -1.9% | 1.01% | -10.7% |
| Q2 2020 | $1,200,000 | +16.3% | 47,320 | +2.3% | 1.13% | +5.9% |
| Q1 2020 | $1,032,000 | -31.2% | 46,236 | +0.5% | 1.07% | +5.0% |
| Q4 2019 | $1,499,000 | +4.5% | 46,005 | -0.5% | 1.02% | -4.6% |
| Q3 2019 | $1,435,000 | +0.6% | 46,217 | -0.8% | 1.06% | -4.7% |
| Q2 2019 | $1,427,000 | +0.7% | 46,574 | -0.9% | 1.12% | -1.1% |
| Q1 2019 | $1,417,000 | +6.2% | 46,976 | -4.1% | 1.13% | -8.3% |
| Q4 2018 | $1,334,000 | -11.4% | 48,985 | -3.0% | 1.23% | +3.4% |
| Q3 2018 | $1,505,000 | -1.8% | 50,477 | -5.8% | 1.19% | -9.8% |
| Q2 2018 | $1,532,000 | -3.8% | 53,579 | -5.0% | 1.32% | -8.8% |
| Q1 2018 | $1,592,000 | -9.9% | 56,381 | -4.0% | 1.45% | -4.4% |
| Q4 2017 | $1,767,000 | +1.6% | 58,715 | -2.1% | 1.51% | -7.3% |
| Q3 2017 | $1,740,000 | +1.2% | 59,961 | -1.9% | 1.63% | +2.3% |
| Q2 2017 | $1,719,000 | -5.9% | 61,124 | -3.6% | 1.60% | -8.2% |
| Q1 2017 | $1,827,000 | -5.1% | 63,415 | -8.6% | 1.74% | -11.5% |
| Q4 2016 | $1,926,000 | – | 69,390 | – | 1.96% | – |
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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% |