FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 206 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,168,785 | -14.4% | 64,856 | -12.9% | 0.57% | -11.6% |
Q2 2023 | $2,533,711 | -5.4% | 74,499 | -1.3% | 0.64% | -8.0% |
Q1 2023 | $2,679,434 | -3.0% | 75,477 | -0.2% | 0.70% | -7.0% |
Q4 2022 | $2,763,717 | +13.5% | 75,594 | -0.3% | 0.75% | +0.3% |
Q3 2022 | $2,436,000 | -9.8% | 75,821 | -1.1% | 0.75% | -8.1% |
Q2 2022 | $2,700,000 | -8.6% | 76,670 | -2.9% | 0.81% | -2.8% |
Q1 2022 | $2,955,000 | +5.0% | 78,932 | -0.3% | 0.84% | -2.0% |
Q4 2021 | $2,815,000 | +29.3% | 79,168 | +19.1% | 0.85% | +15.9% |
Q3 2021 | $2,177,000 | +15.1% | 66,458 | +16.6% | 0.74% | +12.4% |
Q2 2021 | $1,891,000 | +28.5% | 56,990 | +26.7% | 0.65% | +18.1% |
Q1 2021 | $1,472,000 | +63.2% | 44,979 | +47.5% | 0.55% | +56.1% |
Q4 2020 | $902,000 | +206.8% | 30,497 | +170.4% | 0.36% | +148.3% |
Q3 2020 | $294,000 | – | 11,280 | – | 0.14% | – |
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% |