FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 337 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,852,155 | -6.3% | 55,387 | -4.7% | 0.14% | -21.5% |
Q2 2023 | $1,977,594 | -46.7% | 58,147 | -44.4% | 0.18% | -23.3% |
Q1 2023 | $3,713,309 | -5.8% | 104,600 | -3.0% | 0.24% | -40.1% |
Q4 2022 | $3,940,577 | +4.4% | 107,784 | -10.7% | 0.39% | +169.9% |
Q3 2022 | $3,774,000 | +110.4% | 120,643 | +136.9% | 0.15% | -40.9% |
Q2 2022 | $1,794,000 | +734.4% | 50,932 | +518.3% | 0.25% | +384.3% |
Q3 2020 | $215,000 | -34.3% | 8,237 | -36.2% | 0.05% | -40.0% |
Q2 2020 | $327,000 | -2.4% | 12,910 | -14.1% | 0.08% | -25.4% |
Q1 2020 | $335,000 | -39.2% | 15,026 | -11.3% | 0.11% | -20.8% |
Q4 2019 | $551,000 | +5.8% | 16,934 | +1.0% | 0.14% | -4.0% |
Q3 2019 | $521,000 | +8.8% | 16,769 | +7.1% | 0.15% | -3.2% |
Q2 2019 | $479,000 | -0.2% | 15,661 | -1.8% | 0.16% | -0.6% |
Q1 2019 | $480,000 | +10.6% | 15,945 | -0.0% | 0.16% | -16.1% |
Q4 2018 | $434,000 | -5.4% | 15,949 | +3.5% | 0.19% | -13.5% |
Q3 2018 | $459,000 | +1.8% | 15,407 | -3.6% | 0.22% | +3.4% |
Q1 2018 | $451,000 | -4.4% | 15,983 | +1.8% | 0.21% | -4.6% |
Q4 2017 | $472,000 | – | 15,697 | – | 0.22% | – |
Download |
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% |