FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 349 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $564,367 | -1.7% | 16,877 | 0.0% | 0.30% | -1.3% |
Q2 2023 | $573,987 | -0.2% | 16,877 | +4.2% | 0.30% | -12.5% |
Q1 2023 | $574,993 | +97027.2% | 16,197 | 0.0% | 0.34% | -18.8% |
Q4 2022 | $592 | -99.9% | 16,197 | -1.4% | 0.42% | +6.0% |
Q3 2022 | $528,000 | -8.8% | 16,432 | 0.0% | 0.40% | -1.2% |
Q2 2022 | $579,000 | -5.9% | 16,432 | 0.0% | 0.41% | +14.4% |
Q1 2022 | $615,000 | +58.5% | 16,432 | +50.8% | 0.36% | +69.9% |
Q4 2021 | $388,000 | +8.7% | 10,900 | 0.0% | 0.21% | +3.0% |
Q3 2021 | $357,000 | -1.4% | 10,900 | 0.0% | 0.20% | -0.5% |
Q2 2021 | $362,000 | +1.4% | 10,900 | 0.0% | 0.20% | -9.3% |
Q1 2021 | $357,000 | +10.5% | 10,900 | 0.0% | 0.22% | +11.4% |
Q4 2020 | $323,000 | +4.2% | 10,900 | -8.4% | 0.20% | -10.2% |
Q3 2020 | $310,000 | +3.0% | 11,900 | 0.0% | 0.22% | +8.7% |
Q2 2020 | $301,000 | -53.8% | 11,900 | -50.0% | 0.21% | -25.0% |
Q1 2020 | $652,000 | +68.5% | 23,800 | +100.0% | 0.28% | -16.1% |
Q4 2019 | $387,000 | – | 11,900 | – | 0.33% | – |
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% |