FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 286 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
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 | 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% |