FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 159 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $359,000 | -14.1% | 11,160 | -5.9% | 0.03% | -8.8% |
Q2 2022 | $418,000 | -27.7% | 11,866 | -23.2% | 0.03% | -19.0% |
Q1 2022 | $578,000 | -17.3% | 15,449 | -21.4% | 0.04% | -16.0% |
Q4 2021 | $699,000 | +8.9% | 19,660 | +0.3% | 0.05% | -2.0% |
Q3 2021 | $642,000 | +1.3% | 19,601 | +2.6% | 0.05% | -3.8% |
Q2 2021 | $634,000 | -7.4% | 19,102 | -8.7% | 0.05% | -19.7% |
Q1 2021 | $685,000 | +2.1% | 20,924 | -7.7% | 0.07% | -2.9% |
Q4 2020 | $671,000 | -9.2% | 22,676 | -20.1% | 0.07% | -20.9% |
Q3 2020 | $739,000 | -15.1% | 28,373 | -17.3% | 0.09% | -25.2% |
Q2 2020 | $870,000 | -6.6% | 34,317 | -17.7% | 0.12% | -22.3% |
Q1 2020 | $931,000 | -33.3% | 41,700 | -2.6% | 0.15% | -14.9% |
Q4 2019 | $1,395,000 | +4.3% | 42,806 | -0.7% | 0.17% | -5.9% |
Q3 2019 | $1,338,000 | +0.1% | 43,105 | -1.1% | 0.18% | 0.0% |
Q2 2019 | $1,336,000 | -0.4% | 43,603 | -2.1% | 0.18% | -5.1% |
Q1 2019 | $1,342,000 | +13.8% | 44,539 | +2.9% | 0.20% | -2.0% |
Q4 2018 | $1,179,000 | -6.2% | 43,271 | +2.6% | 0.20% | +2.1% |
Q3 2018 | $1,257,000 | +6.2% | 42,172 | +1.8% | 0.20% | 0.0% |
Q2 2018 | $1,184,000 | +2.2% | 41,422 | +0.9% | 0.20% | 0.0% |
Q1 2018 | $1,159,000 | -4.3% | 41,039 | +2.0% | 0.20% | -4.9% |
Q4 2017 | $1,211,000 | +2.3% | 40,237 | -1.4% | 0.20% | -1.0% |
Q3 2017 | $1,184,000 | -0.4% | 40,788 | -3.5% | 0.21% | -5.9% |
Q2 2017 | $1,189,000 | -6.1% | 42,258 | -3.8% | 0.22% | -14.7% |
Q1 2017 | $1,266,000 | – | 43,946 | – | 0.26% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Spectrum Wealth Advisory Group, LLC | 255,088 | $8,675,523 | 11.50% |
Alpha Omega Group, Inc. | 161,774 | $5,501,934 | 10.19% |
AIFG Consultants Ltd. | 363,732 | $12,370,533 | 9.93% |
Kowal Investment Group, LLC | 1,023,026 | $34,793,116 | 9.31% |
Sterling Manor Financial, LLC | 299,870 | $10,198,574 | 8.61% |
Summit Financial Wealth Advisors, LLC | 824,616 | $28,045,178 | 6.48% |
HC Advisors, LLC | 298,991 | $10,168,684 | 5.90% |
Southland Equity Partners LLC | 403,530 | $13,724,059 | 4.63% |
TRUE Private Wealth Advisors | 892,778 | $30,363,368 | 4.48% |
HFG Advisors, Inc. | 122,834 | $4,177,581 | 4.41% |