FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 355 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2024 | $592,419 | +7.1% | 15,396 | -0.2% | 0.09% | -10.4% |
Q4 2023 | $553,385 | +6.7% | 15,423 | -0.5% | 0.10% | +10.3% |
Q3 2023 | $518,433 | -1.5% | 15,504 | +0.2% | 0.09% | -3.3% |
Q2 2023 | $526,392 | +26.4% | 15,477 | +35.8% | 0.09% | +9.8% |
Q4 2022 | $416,606 | +14.8% | 11,395 | +0.8% | 0.08% | +10.8% |
Q3 2022 | $363,000 | +36.5% | 11,300 | +49.8% | 0.07% | +39.6% |
Q2 2022 | $266,000 | -5.3% | 7,542 | +0.5% | 0.05% | +10.4% |
Q1 2022 | $281,000 | +22.7% | 7,506 | -3.2% | 0.05% | 0.0% |
Q4 2020 | $229,000 | -89.6% | 7,755 | -90.8% | 0.05% | -91.1% |
Q3 2020 | $2,195,000 | +0.4% | 84,238 | -2.3% | 0.54% | -9.3% |
Q2 2020 | $2,186,000 | +13.4% | 86,201 | -0.1% | 0.59% | -7.0% |
Q1 2020 | $1,927,000 | -33.3% | 86,306 | -2.6% | 0.64% | -17.7% |
Q4 2019 | $2,887,000 | +10.2% | 88,604 | +5.0% | 0.78% | -3.7% |
Q3 2019 | $2,619,000 | +0.2% | 84,367 | -1.2% | 0.81% | -5.3% |
Q2 2019 | $2,615,000 | +1.0% | 85,350 | -0.6% | 0.85% | -7.6% |
Q1 2019 | $2,590,000 | +6.2% | 85,859 | -4.1% | 0.92% | -16.4% |
Q4 2018 | $2,438,000 | -10.1% | 89,517 | -1.2% | 1.10% | -0.7% |
Q3 2018 | $2,711,000 | +2.8% | 90,577 | -2.1% | 1.11% | -24.5% |
Q2 2018 | $2,637,000 | -2.7% | 92,564 | -3.4% | 1.47% | -2.3% |
Q1 2018 | $2,709,000 | – | 95,814 | – | 1.50% | – |
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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% |