FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 206 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $339,810 | -5.7% | 10,162 | -4.1% | 0.15% | -7.0% |
Q2 2023 | $360,281 | -92.5% | 10,593 | -92.1% | 0.16% | -93.2% |
Q1 2023 | $4,785,373 | +4.3% | 134,797 | +7.5% | 2.31% | -5.3% |
Q4 2022 | $4,586,069 | +15.7% | 125,440 | +1.7% | 2.44% | +17.1% |
Q3 2022 | $3,964,000 | +800.9% | 123,361 | +886.9% | 2.08% | +864.4% |
Q2 2022 | $440,000 | +4.8% | 12,500 | +11.5% | 0.22% | +24.9% |
Q1 2022 | $420,000 | +5.3% | 11,207 | 0.0% | 0.17% | +6.8% |
Q4 2021 | $399,000 | +7.5% | 11,207 | -1.0% | 0.16% | -4.7% |
Q3 2021 | $371,000 | -1.1% | 11,317 | 0.0% | 0.17% | -14.1% |
Q2 2021 | $375,000 | +1.4% | 11,317 | 0.0% | 0.20% | -9.2% |
Q1 2021 | $370,000 | +10.8% | 11,317 | 0.0% | 0.22% | -5.2% |
Q4 2020 | $334,000 | +12.1% | 11,317 | -1.3% | 0.23% | +1.3% |
Q3 2020 | $298,000 | +2.8% | 11,467 | 0.0% | 0.23% | -3.0% |
Q2 2020 | $290,000 | +13.3% | 11,467 | 0.0% | 0.23% | -0.4% |
Q1 2020 | $256,000 | -33.3% | 11,467 | -2.8% | 0.24% | -4.9% |
Q4 2019 | $384,000 | – | 11,797 | – | 0.25% | – |
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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% |