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 | $66,312 | -1.7% | 1,983 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $67,442 | -4.2% | 1,983 | 0.0% | 0.00% | -20.0% |
| Q1 2023 | $70,397 | -2.9% | 1,983 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $72,498 | +13.3% | 1,983 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $64,000 | -8.6% | 1,983 | 0.0% | 0.01% | -16.7% |
| Q2 2022 | $70,000 | -5.4% | 1,983 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $74,000 | +4.2% | 1,983 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $71,000 | -5.3% | 1,983 | -13.6% | 0.01% | -25.0% |
| Q3 2021 | $75,000 | -1.3% | 2,294 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $76,000 | +1.3% | 2,294 | 0.0% | 0.01% | -20.0% |
| Q1 2021 | $75,000 | +11.9% | 2,294 | 0.0% | 0.01% | -16.7% |
| Q4 2020 | $67,000 | +13.6% | 2,294 | 0.0% | 0.01% | -7.7% |
| Q3 2020 | $59,000 | +1.7% | 2,294 | 0.0% | 0.01% | -7.1% |
| Q2 2020 | $58,000 | +13.7% | 2,294 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $51,000 | -32.0% | 2,294 | 0.0% | 0.01% | -41.7% |
| Q4 2019 | $75,000 | +5.6% | 2,294 | 0.0% | 0.02% | -31.4% |
| Q3 2019 | $71,000 | +1.4% | 2,294 | 0.0% | 0.04% | -16.7% |
| Q2 2019 | $70,000 | +1.4% | 2,294 | 0.0% | 0.04% | +27.3% |
| Q1 2019 | $69,000 | +11.3% | 2,294 | 0.0% | 0.03% | +6.5% |
| Q4 2018 | $62,000 | -8.8% | 2,294 | 0.0% | 0.03% | -20.5% |
| Q3 2018 | $68,000 | -5.6% | 2,294 | -9.6% | 0.04% | -11.4% |
| Q2 2018 | $72,000 | 0.0% | 2,538 | 0.0% | 0.04% | +4.8% |
| Q1 2018 | $72,000 | -1.4% | 2,538 | +4.7% | 0.04% | -10.6% |
| Q4 2017 | $73,000 | -7.6% | 2,423 | -10.9% | 0.05% | -19.0% |
| Q3 2017 | $79,000 | – | 2,719 | – | 0.06% | – |
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% |