FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 356 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $69,488 | -1.4% | 1,832 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $70,495 | -0.9% | 1,832 | -7.6% | 0.00% | 0.0% |
| Q4 2023 | $71,150 | +7.3% | 1,983 | 0.0% | 0.00% | 0.0% |
| 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% | – |
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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% |