FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 120 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $529,889 | -9.3% | 15,846 | -7.8% | 0.07% | -1.3% |
| Q2 2023 | $584,481 | -2.7% | 17,186 | +1.6% | 0.08% | -8.5% |
| Q1 2023 | $600,653 | +28.3% | 16,920 | +32.1% | 0.08% | +20.6% |
| Q4 2022 | $468,198 | +76.7% | 12,806 | +55.0% | 0.07% | +74.4% |
| Q3 2022 | $265,000 | -60.6% | 8,261 | -56.7% | 0.04% | -56.2% |
| Q2 2022 | $672,000 | -2.5% | 19,071 | +3.5% | 0.09% | +25.4% |
| Q1 2022 | $689,000 | +16.6% | 18,427 | +10.9% | 0.07% | +24.6% |
| Q4 2021 | $591,000 | +9.0% | 16,611 | +0.3% | 0.06% | -3.4% |
| Q3 2021 | $542,000 | +156.9% | 16,558 | +132.5% | 0.06% | +96.7% |
| Q4 2020 | $211,000 | -15.9% | 7,123 | -26.2% | 0.03% | -33.3% |
| Q3 2020 | $251,000 | +4.1% | 9,647 | +1.6% | 0.04% | -4.3% |
| Q2 2020 | $241,000 | -0.4% | 9,496 | +27.6% | 0.05% | +9.3% |
| Q4 2019 | $242,000 | +4.8% | 7,442 | 0.0% | 0.04% | -8.5% |
| Q3 2019 | $231,000 | -15.7% | 7,442 | -16.8% | 0.05% | -25.4% |
| Q2 2019 | $274,000 | +1.5% | 8,942 | 0.0% | 0.06% | -6.0% |
| Q1 2019 | $270,000 | -30.8% | 8,942 | -37.5% | 0.07% | -41.2% |
| Q4 2018 | $390,000 | -10.8% | 14,313 | -2.3% | 0.11% | +0.9% |
| Q3 2018 | $437,000 | +56.1% | 14,643 | +49.3% | 0.11% | +44.9% |
| Q2 2018 | $280,000 | -31.5% | 9,805 | -32.3% | 0.08% | -24.3% |
| Q1 2018 | $409,000 | -34.6% | 14,474 | -30.3% | 0.10% | -34.8% |
| Q4 2017 | $625,000 | +31.9% | 20,758 | +27.1% | 0.16% | +0.6% |
| Q3 2017 | $474,000 | -24.5% | 16,333 | -26.9% | 0.16% | -20.7% |
| Q2 2017 | $628,000 | +8.3% | 22,331 | +10.9% | 0.20% | -12.4% |
| Q1 2017 | $580,000 | +24.5% | 20,141 | +20.0% | 0.23% | +1.8% |
| Q4 2016 | $466,000 | +12.6% | 16,790 | +10.6% | 0.22% | +9.9% |
| Q3 2016 | $414,000 | +71.8% | 15,187 | +69.1% | 0.20% | +57.8% |
| Q2 2016 | $241,000 | – | 8,979 | – | 0.13% | – |
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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% |