FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 215 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2021. 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 | 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% |