FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 337 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $82,363 | -18.7% | 2,463 | -17.3% | 0.03% | -17.1% |
| Q2 2023 | $101,333 | +18.4% | 2,980 | +23.6% | 0.04% | +12.9% |
| Q1 2023 | $85,602 | +58132.7% | 2,411 | -40.1% | 0.03% | -45.6% |
| Q4 2022 | $147 | -99.9% | 4,023 | -14.9% | 0.06% | -13.6% |
| Q3 2022 | $152,000 | -9.0% | 4,730 | 0.0% | 0.07% | -4.3% |
| Q2 2022 | $167,000 | -5.6% | 4,730 | 0.0% | 0.07% | +13.1% |
| Q1 2022 | $177,000 | +5.4% | 4,730 | 0.0% | 0.06% | +3.4% |
| Q4 2021 | $168,000 | +8.4% | 4,730 | 0.0% | 0.06% | -4.8% |
| Q3 2021 | $155,000 | +0.6% | 4,730 | +2.0% | 0.06% | -11.4% |
| Q2 2021 | $154,000 | +1.3% | 4,635 | 0.0% | 0.07% | -5.4% |
| Q1 2021 | $152,000 | +10.9% | 4,635 | 0.0% | 0.07% | -11.9% |
| Q4 2020 | $137,000 | +13.2% | 4,635 | 0.0% | 0.08% | -1.2% |
| Q3 2020 | $121,000 | +2.5% | 4,635 | 0.0% | 0.08% | -3.4% |
| Q2 2020 | $118,000 | -0.8% | 4,635 | -12.8% | 0.09% | -13.7% |
| Q1 2020 | $119,000 | -21.2% | 5,315 | +14.7% | 0.10% | -2.9% |
| Q4 2019 | $151,000 | +4.9% | 4,635 | 0.0% | 0.10% | +28.0% |
| Q3 2019 | $144,000 | +1.4% | 4,635 | 0.0% | 0.08% | +2.5% |
| Q2 2019 | $142,000 | +1.4% | 4,635 | 0.0% | 0.08% | -1.2% |
| Q1 2019 | $140,000 | +11.1% | 4,635 | 0.0% | 0.08% | +5.2% |
| Q4 2018 | $126,000 | -6.0% | 4,635 | 0.0% | 0.08% | -18.9% |
| Q1 2017 | $134,000 | – | 4,635 | – | 0.10% | – |
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% |