FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 203 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $885,863 | -10.8% | 26,491 | -9.3% | 0.08% | -14.8% |
| Q2 2023 | $993,478 | -47.9% | 29,211 | -45.6% | 0.09% | -50.6% |
| Q1 2023 | $1,907,554 | +96338.5% | 53,733 | -0.7% | 0.18% | -9.6% |
| Q4 2022 | $1,978 | -99.8% | 54,111 | +108.4% | 0.20% | +159.2% |
| Q3 2022 | $834,000 | -2.1% | 25,966 | +7.3% | 0.08% | -15.6% |
| Q2 2022 | $852,000 | -11.0% | 24,198 | -5.4% | 0.09% | -7.2% |
| Q1 2022 | $957,000 | +5.9% | 25,583 | +0.6% | 0.10% | +10.2% |
| Q4 2021 | $904,000 | +13.9% | 25,431 | +4.9% | 0.09% | +2.3% |
| Q3 2021 | $794,000 | -8.3% | 24,243 | -7.2% | 0.09% | -10.4% |
| Q2 2021 | $866,000 | -8.8% | 26,120 | -10.1% | 0.10% | -18.6% |
| Q1 2021 | $950,000 | -0.9% | 29,053 | -10.4% | 0.12% | -11.3% |
| Q4 2020 | $959,000 | +8.5% | 32,412 | -4.5% | 0.13% | -7.0% |
| Q3 2020 | $884,000 | +5.2% | 33,931 | +2.4% | 0.14% | -5.3% |
| Q2 2020 | $840,000 | +53.0% | 33,140 | +34.6% | 0.15% | +22.8% |
| Q1 2020 | $549,000 | -32.1% | 24,617 | -0.8% | 0.12% | -16.9% |
| Q4 2019 | $808,000 | +5.8% | 24,817 | +0.7% | 0.15% | 0.0% |
| Q3 2019 | $764,000 | – | 24,636 | – | 0.15% | – |
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% |