FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 173 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,541,477 | -3.2% | 46,097 | -1.6% | 0.07% | +15.8% |
| Q2 2023 | $1,592,935 | -41.0% | 46,837 | -38.4% | 0.06% | -45.7% |
| Q1 2023 | $2,698,963 | +37.4% | 76,027 | +41.5% | 0.10% | +28.0% |
| Q4 2022 | $1,964,593 | +62.5% | 53,736 | +42.7% | 0.08% | +49.1% |
| Q3 2022 | $1,209,000 | +9.5% | 37,644 | +20.0% | 0.06% | +10.0% |
| Q2 2022 | $1,104,000 | +3.7% | 31,369 | +10.2% | 0.05% | +16.3% |
| Q1 2022 | $1,065,000 | +9.2% | 28,467 | +3.8% | 0.04% | -14.0% |
| Q4 2021 | $975,000 | -4.8% | 27,424 | -11.1% | 0.05% | -2.0% |
| Q2 2021 | $1,023,716 | +4.5% | 30,853 | +3.0% | 0.05% | -8.9% |
| Q1 2021 | $980,048 | +16.8% | 29,953 | +5.7% | 0.06% | +1.8% |
| Q4 2020 | $838,740 | +33.3% | 28,345 | +17.4% | 0.06% | +10.0% |
| Q3 2020 | $629,236 | +5.1% | 24,146 | +2.3% | 0.05% | -2.0% |
| Q2 2020 | $598,669 | +26.3% | 23,607 | +11.2% | 0.05% | -1.9% |
| Q1 2020 | $473,891 | -24.4% | 21,222 | +10.2% | 0.05% | -3.7% |
| Q4 2019 | $627,130 | +28.9% | 19,249 | +22.8% | 0.05% | +14.9% |
| Q3 2019 | $486,686 | +0.1% | 15,679 | -96.5% | 0.05% | +6.8% |
| Q2 2019 | $486,403 | +8.5% | 445,000 | +2893.2% | 0.04% | -10.2% |
| Q1 2019 | $448,382 | +25.6% | 14,867 | +13.4% | 0.05% | +6.5% |
| Q4 2018 | $357,106 | +6.4% | 13,110 | +16.4% | 0.05% | +21.1% |
| Q3 2018 | $335,690 | -86.2% | 11,261 | -86.8% | 0.04% | -88.0% |
| Q2 2018 | $2,435,432 | -9.2% | 85,184 | -10.3% | 0.32% | -19.4% |
| Q1 2018 | $2,680,721 | -14.1% | 94,960 | -8.5% | 0.39% | -12.1% |
| Q4 2017 | $3,121,909 | +172.0% | 103,752 | +162.3% | 0.45% | +141.1% |
| Q3 2017 | $1,147,875 | -39.1% | 39,555 | -41.0% | 0.18% | -47.7% |
| Q2 2017 | $1,885,363 | +6.4% | 67,023 | +9.0% | 0.35% | -9.0% |
| Q1 2017 | $1,771,218 | -26.7% | 61,479 | -29.4% | 0.39% | -36.0% |
| Q4 2016 | $2,416,235 | -24.8% | 87,056 | -26.2% | 0.61% | -30.2% |
| Q3 2016 | $3,214,705 | +11.2% | 117,884 | +9.4% | 0.87% | -0.6% |
| Q2 2016 | $2,891,415 | – | 107,768 | – | 0.88% | – |
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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% |