FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 234 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
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% |