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 | $745,768 | -13.5% | 22,302 | -12.0% | 0.04% | -15.6% |
| Q2 2023 | $862,197 | -78.2% | 25,351 | -77.2% | 0.04% | -81.2% |
| Q1 2023 | $3,950,237 | -34.1% | 111,274 | -32.1% | 0.24% | -33.9% |
| Q4 2022 | $5,993,528 | +20.3% | 163,937 | +5.7% | 0.36% | +5.8% |
| Q3 2022 | $4,984,000 | -22.6% | 155,134 | -14.2% | 0.34% | +7.9% |
| Q2 2022 | $6,439,000 | +526.4% | 180,774 | +558.2% | 0.32% | +622.7% |
| Q1 2022 | $1,028,000 | +12.3% | 27,466 | +6.7% | 0.04% | +25.7% |
| Q4 2021 | $915,000 | +8.8% | 25,752 | +1.6% | 0.04% | +9.4% |
| Q3 2021 | $841,000 | -2.1% | 25,352 | -1.6% | 0.03% | -5.9% |
| Q2 2021 | $859,000 | -7.1% | 25,752 | -5.5% | 0.03% | +30.8% |
| Q1 2021 | $925,000 | +8.2% | 27,252 | -0.9% | 0.03% | -23.5% |
| Q4 2020 | $855,000 | +17.8% | 27,487 | -3.0% | 0.03% | -10.5% |
| Q3 2020 | $726,000 | +3.6% | 28,344 | -0.6% | 0.04% | -2.6% |
| Q2 2020 | $701,000 | +13.8% | 28,524 | +2.5% | 0.04% | -4.9% |
| Q1 2020 | $616,000 | -46.2% | 27,840 | -20.7% | 0.04% | -32.8% |
| Q4 2019 | $1,146,000 | +3.7% | 35,104 | -1.8% | 0.06% | -7.6% |
| Q3 2019 | $1,105,000 | +1.2% | 35,739 | +0.2% | 0.07% | -2.9% |
| Q2 2019 | $1,092,000 | -2.1% | 35,659 | -3.6% | 0.07% | -8.1% |
| Q1 2019 | $1,115,000 | +5.4% | 36,983 | -5.3% | 0.07% | -5.1% |
| Q4 2018 | $1,058,000 | -13.1% | 39,059 | -4.5% | 0.08% | -3.7% |
| Q3 2018 | $1,218,000 | -7.7% | 40,885 | -11.4% | 0.08% | -21.4% |
| Q2 2018 | $1,319,000 | -3.4% | 46,149 | -4.6% | 0.10% | -13.4% |
| Q1 2018 | $1,365,000 | -7.3% | 48,375 | -1.2% | 0.12% | -9.8% |
| Q4 2017 | $1,473,000 | +3.0% | 48,965 | -0.7% | 0.13% | -7.0% |
| Q3 2017 | $1,430,000 | -6.2% | 49,286 | -9.1% | 0.14% | -9.0% |
| Q2 2017 | $1,525,000 | -6.0% | 54,219 | -3.8% | 0.16% | -7.7% |
| Q1 2017 | $1,623,000 | +13.7% | 56,356 | +9.6% | 0.17% | -10.1% |
| Q4 2016 | $1,427,000 | +17.1% | 51,432 | +15.0% | 0.19% | +14.6% |
| Q3 2016 | $1,219,000 | -0.1% | 44,707 | -1.5% | 0.16% | -7.3% |
| Q2 2016 | $1,220,000 | -0.2% | 45,385 | -4.5% | 0.18% | -5.3% |
| Q1 2016 | $1,223,000 | – | 47,544 | – | 0.19% | – |
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% |