FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 190 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,169,835 | -11.8% | 124,696 | -10.3% | 0.02% | -11.1% |
| Q2 2023 | $4,728,717 | +96483.3% | 139,039 | +0.8% | 0.02% | -14.3% |
| Q1 2023 | $4,896 | -15.0% | 137,937 | -12.5% | 0.02% | -27.6% |
| Q4 2022 | $5,762 | -99.8% | 157,625 | +75.3% | 0.03% | +93.3% |
| Q3 2022 | $2,888,000 | -6.1% | 89,896 | +2.9% | 0.02% | -6.2% |
| Q2 2022 | $3,075,000 | -7.5% | 87,326 | -1.6% | 0.02% | 0.0% |
| Q1 2022 | $3,323,000 | +6.1% | 88,757 | +0.8% | 0.02% | +6.7% |
| Q4 2021 | $3,131,000 | +9.0% | 88,072 | +0.4% | 0.02% | 0.0% |
| Q3 2021 | $2,873,000 | +2.6% | 87,726 | +3.9% | 0.02% | -6.2% |
| Q2 2021 | $2,800,000 | +40.3% | 84,403 | +38.3% | 0.02% | +14.3% |
| Q1 2021 | $1,996,000 | +10.0% | 61,031 | -0.5% | 0.01% | 0.0% |
| Q4 2020 | $1,815,000 | +14.4% | 61,343 | +0.8% | 0.01% | -6.7% |
| Q3 2020 | $1,586,000 | +2.5% | 60,864 | -0.2% | 0.02% | -6.2% |
| Q2 2020 | $1,547,000 | +34.4% | 61,014 | +18.4% | 0.02% | +6.7% |
| Q1 2020 | $1,151,000 | +51.8% | 51,532 | +121.5% | 0.02% | +66.7% |
| Q4 2019 | $758,000 | – | 23,270 | – | 0.01% | – |
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% |