FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 356 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $292,111 | -2.1% | 7,701 | -0.7% | 0.10% | -5.9% |
Q1 2024 | $298,528 | +6.7% | 7,758 | -0.6% | 0.10% | -3.8% |
Q4 2023 | $279,900 | +6.2% | 7,801 | -1.0% | 0.11% | -7.0% |
Q3 2023 | $263,474 | -2.5% | 7,879 | -0.8% | 0.11% | 0.0% |
Q2 2023 | $270,175 | -25.7% | 7,944 | -22.4% | 0.11% | -31.3% |
Q1 2023 | $363,520 | -5.2% | 10,240 | -2.3% | 0.17% | -14.0% |
Q4 2022 | $383,368 | +0.4% | 10,486 | -11.9% | 0.19% | -7.7% |
Q3 2022 | $382,000 | -12.4% | 11,901 | -3.9% | 0.21% | -5.0% |
Q2 2022 | $436,000 | -12.4% | 12,389 | -6.9% | 0.22% | +4.8% |
Q1 2022 | $498,000 | -5.3% | 13,313 | -9.9% | 0.21% | -2.3% |
Q4 2021 | $526,000 | +11.2% | 14,783 | +2.3% | 0.22% | +3.4% |
Q3 2021 | $473,000 | -1.5% | 14,453 | -0.1% | 0.21% | -1.9% |
Q2 2021 | $480,000 | +1.1% | 14,473 | -0.2% | 0.21% | +3.9% |
Q1 2021 | $475,000 | +3.0% | 14,502 | -6.9% | 0.20% | -1.9% |
Q4 2020 | $461,000 | +11.4% | 15,578 | -1.9% | 0.21% | +10.6% |
Q3 2020 | $414,000 | -36.7% | 15,883 | -38.4% | 0.19% | -42.3% |
Q2 2020 | $654,000 | +13.1% | 25,796 | -0.4% | 0.33% | -6.6% |
Q1 2020 | $578,000 | -35.8% | 25,894 | -9.7% | 0.35% | -4.9% |
Q4 2019 | $901,000 | -8.7% | 28,684 | -6.6% | 0.37% | -12.8% |
Q3 2019 | $987,000 | -3.0% | 30,719 | -7.1% | 0.42% | -8.1% |
Q2 2019 | $1,018,000 | -4.1% | 33,051 | -5.4% | 0.46% | -8.6% |
Q1 2019 | $1,062,000 | – | 34,937 | – | 0.50% | – |
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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% |