FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 207 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $170,862 | -5.8% | 4,505 | -4.5% | 0.05% | -18.2% |
Q1 2024 | $181,420 | -9.1% | 4,715 | -15.2% | 0.07% | -12.0% |
Q4 2023 | $199,592 | -41.3% | 5,563 | -45.3% | 0.08% | -49.0% |
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 | 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% |