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 | $1,174,413 | -54.7% | 35,120 | -54.0% | 0.19% | -54.5% |
| Q2 2023 | $2,594,725 | -8.7% | 76,293 | -4.7% | 0.41% | -14.5% |
| Q1 2023 | $2,843,124 | +11.7% | 80,088 | +15.1% | 0.48% | +5.2% |
| Q4 2022 | $2,544,868 | +118.4% | 69,608 | +92.0% | 0.46% | +123.9% |
| Q3 2022 | $1,165,000 | +58.1% | 36,250 | +73.2% | 0.20% | +53.0% |
| Q2 2022 | $737,000 | +33.8% | 20,935 | +39.0% | 0.13% | +27.6% |
| Q1 2022 | $551,000 | -2.8% | 15,061 | -5.5% | 0.10% | -18.0% |
| Q4 2021 | $567,000 | +4.6% | 15,941 | -3.6% | 0.13% | -11.7% |
| Q3 2021 | $542,000 | +2.1% | 16,541 | +3.4% | 0.14% | -12.1% |
| Q2 2021 | $531,000 | -0.4% | 15,991 | 0.0% | 0.16% | -25.7% |
| Q1 2021 | $533,000 | +8.8% | 15,991 | -3.4% | 0.22% | -0.4% |
| Q4 2020 | $490,000 | +12.1% | 16,561 | -1.2% | 0.22% | -6.7% |
| Q3 2020 | $437,000 | +0.9% | 16,761 | -2.0% | 0.24% | -12.1% |
| Q2 2020 | $433,000 | +4.3% | 17,111 | -12.3% | 0.27% | -2.5% |
| Q1 2020 | $415,000 | -47.9% | 19,506 | -20.3% | 0.28% | -39.7% |
| Q4 2019 | $797,000 | -5.3% | 24,466 | -11.1% | 0.46% | -17.8% |
| Q3 2019 | $842,000 | -4.5% | 27,516 | -4.2% | 0.56% | -7.1% |
| Q2 2019 | $882,000 | -1.9% | 28,716 | -3.0% | 0.61% | -9.8% |
| Q1 2019 | $899,000 | +10.0% | 29,606 | -1.2% | 0.67% | +12.0% |
| Q4 2018 | $817,000 | -10.1% | 29,976 | -1.3% | 0.60% | -0.7% |
| Q3 2018 | $909,000 | +2.9% | 30,376 | -1.6% | 0.60% | -6.6% |
| Q2 2018 | $883,000 | +0.8% | 30,885 | -0.5% | 0.65% | -11.7% |
| Q1 2018 | $876,000 | -11.9% | 31,030 | -6.1% | 0.73% | -3.8% |
| Q4 2017 | $994,000 | -20.7% | 33,045 | -23.5% | 0.76% | -30.7% |
| Q3 2017 | $1,254,000 | -25.8% | 43,206 | -28.1% | 1.10% | -34.5% |
| Q2 2017 | $1,690,000 | +178.0% | 60,084 | +184.8% | 1.68% | +129.7% |
| Q1 2017 | $608,000 | – | 21,100 | – | 0.73% | – |
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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% |