FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 349 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $699,612 | +21.2% | 21,513 | +26.7% | 0.04% | +25.0% |
| Q2 2023 | $577,285 | +5.4% | 16,974 | +6.4% | 0.03% | -3.4% |
| Q1 2023 | $547,588 | +4.3% | 15,951 | +11.0% | 0.03% | -19.4% |
| Q4 2022 | $525,190 | +34.3% | 14,365 | +33.0% | 0.04% | +20.0% |
| Q3 2022 | $391,000 | +15.0% | 10,804 | +11.9% | 0.03% | +11.1% |
| Q2 2022 | $340,000 | +16.8% | 9,651 | +26.7% | 0.03% | +17.4% |
| Q1 2022 | $291,000 | +43.3% | 7,617 | +23.0% | 0.02% | +15.0% |
| Q3 2021 | $203,000 | -0.5% | 6,195 | +0.6% | 0.02% | -4.8% |
| Q2 2021 | $204,000 | +88.9% | 6,156 | +86.7% | 0.02% | +61.5% |
| Q1 2021 | $108,000 | +116.0% | 3,297 | +94.2% | 0.01% | +116.7% |
| Q4 2020 | $50,000 | -40.5% | 1,698 | -47.6% | 0.01% | -50.0% |
| Q3 2020 | $84,000 | +2.4% | 3,241 | 0.0% | 0.01% | -7.7% |
| Q2 2020 | $82,000 | +13.9% | 3,241 | 0.0% | 0.01% | -7.1% |
| Q1 2020 | $72,000 | -32.1% | 3,241 | 0.0% | 0.01% | -12.5% |
| Q4 2019 | $106,000 | +5.0% | 3,241 | 0.0% | 0.02% | -5.9% |
| Q3 2019 | $101,000 | +2.0% | 3,241 | 0.0% | 0.02% | -10.5% |
| Q2 2019 | $99,000 | +1.0% | 3,241 | 0.0% | 0.02% | -20.8% |
| Q1 2019 | $98,000 | +11.4% | 3,241 | 0.0% | 0.02% | +9.1% |
| Q4 2018 | $88,000 | +72.5% | 3,241 | +90.9% | 0.02% | +83.3% |
| Q3 2018 | $51,000 | +4.1% | 1,698 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $49,000 | +2.1% | 1,698 | 0.0% | 0.01% | -7.7% |
| Q1 2018 | $48,000 | -5.9% | 1,698 | 0.0% | 0.01% | -7.1% |
| Q4 2017 | $51,000 | +4.1% | 1,698 | 0.0% | 0.01% | -30.0% |
| Q3 2017 | $49,000 | +2.1% | 1,698 | 0.0% | 0.02% | -13.0% |
| Q2 2017 | $48,000 | -2.0% | 1,698 | 0.0% | 0.02% | -14.8% |
| Q1 2017 | $49,000 | +4.3% | 1,698 | 0.0% | 0.03% | -15.6% |
| Q4 2016 | $47,000 | – | 1,698 | – | 0.03% | – |
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% |