FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 190 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $133,559 | -1.7% | 3,994 | 0.0% | 0.09% | +5.9% |
| Q2 2023 | $135,835 | -4.2% | 3,994 | 0.0% | 0.08% | -11.5% |
| Q1 2023 | $141,787 | -2.2% | 3,994 | 0.0% | 0.10% | -14.3% |
| Q4 2022 | $145,022 | +9.9% | 3,994 | 0.0% | 0.11% | +8.7% |
| Q3 2022 | $132,000 | -6.4% | 3,994 | 0.0% | 0.10% | +1.0% |
| Q2 2022 | $141,000 | -6.6% | 3,994 | 0.0% | 0.10% | +9.7% |
| Q1 2022 | $151,000 | +6.3% | 3,994 | 0.0% | 0.09% | +10.7% |
| Q4 2021 | $142,000 | +7.6% | 3,994 | 0.0% | 0.08% | +3.7% |
| Q3 2021 | $132,000 | -30.2% | 3,994 | -29.9% | 0.08% | -29.6% |
| Q2 2021 | $189,000 | +1.1% | 5,694 | 0.0% | 0.12% | -0.9% |
| Q1 2021 | $187,000 | +9.4% | 5,694 | 0.0% | 0.12% | +10.5% |
| Q4 2020 | $171,000 | +15.5% | 5,694 | 0.0% | 0.10% | +1.9% |
| Q3 2020 | $148,000 | -17.3% | 5,694 | -19.2% | 0.10% | -44.0% |
| Q2 2020 | $179,000 | +3.5% | 7,044 | 0.0% | 0.18% | +2.2% |
| Q1 2020 | $173,000 | -24.5% | 7,044 | 0.0% | 0.18% | +1.7% |
| Q4 2019 | $229,000 | – | 7,044 | – | 0.18% | – |
Download | ||||||
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% |