FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 286 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35,220,578 | +3.7% | 1,053,180 | +5.4% | 0.00% | 0.0% |
| Q2 2023 | $33,969,555 | +16.0% | 998,811 | +21.1% | 0.00% | 0.0% |
| Q1 2023 | $29,275,251 | +333863.6% | 824,648 | +243.9% | 0.00% | +300.0% |
| Q4 2022 | $8,766 | -98.8% | 239,791 | +946.1% | 0.00% | – |
| Q3 2022 | $736,000 | -6.1% | 22,923 | +2.9% | 0.00% | – |
| Q2 2022 | $784,000 | +19500.0% | 22,272 | +22172.0% | 0.00% | – |
| Q1 2022 | $4,000 | -94.8% | 100 | -95.7% | 0.00% | – |
| Q1 2021 | $77,000 | +32.8% | 2,346 | +19.9% | 0.00% | – |
| Q4 2020 | $58,000 | -3.3% | 1,956 | -15.7% | 0.00% | – |
| Q3 2020 | $60,000 | +9.1% | 2,320 | +6.5% | 0.00% | – |
| Q2 2020 | $55,000 | +66.7% | 2,179 | +47.3% | 0.00% | – |
| Q1 2020 | $33,000 | -96.6% | 1,479 | -95.1% | 0.00% | – |
| Q4 2019 | $979,000 | +6.6% | 30,034 | +1.5% | 0.00% | – |
| Q3 2019 | $918,000 | -28.1% | 29,580 | -29.7% | 0.00% | – |
| Q2 2019 | $1,277,000 | +6.9% | 42,090 | +6.2% | 0.00% | – |
| Q1 2019 | $1,195,000 | +10.9% | 39,627 | +0.1% | 0.00% | – |
| Q4 2018 | $1,078,000 | -53.2% | 39,583 | -48.8% | 0.00% | – |
| Q3 2018 | $2,303,000 | -12.5% | 77,258 | -16.0% | 0.00% | -100.0% |
| Q2 2018 | $2,631,000 | +6.3% | 92,009 | +5.0% | 0.00% | 0.0% |
| Q1 2018 | $2,474,000 | +21.7% | 87,626 | +29.7% | 0.00% | – |
| Q4 2017 | $2,033,000 | +2.9% | 67,554 | -0.8% | 0.00% | – |
| Q3 2017 | $1,976,000 | -9.4% | 68,084 | -12.1% | 0.00% | – |
| Q2 2017 | $2,180,000 | +3.0% | 77,487 | +5.4% | 0.00% | – |
| Q1 2017 | $2,117,000 | +23.7% | 73,484 | +19.1% | 0.00% | – |
| Q4 2016 | $1,712,000 | +55.5% | 61,688 | +52.7% | 0.00% | – |
| Q3 2016 | $1,101,000 | +85.7% | 40,392 | +82.7% | 0.00% | – |
| Q2 2016 | $593,000 | +2.2% | 22,109 | -2.2% | 0.00% | – |
| Q1 2016 | $580,000 | +18.4% | 22,595 | +9.2% | 0.00% | – |
| Q4 2015 | $490,000 | -40.1% | 20,683 | -44.0% | 0.00% | – |
| Q3 2015 | $818,000 | -9.1% | 36,925 | -6.4% | 0.00% | – |
| Q2 2015 | $900,000 | +4.4% | 39,463 | +6.5% | 0.00% | – |
| Q1 2015 | $862,000 | +0.9% | 37,047 | +4.0% | 0.00% | – |
| Q4 2014 | $854,000 | +4.1% | 35,627 | +1.7% | 0.00% | – |
| Q3 2014 | $820,000 | +3.1% | 35,041 | +4.8% | 0.00% | – |
| Q2 2014 | $795,000 | +4.6% | 33,421 | -1.0% | 0.00% | – |
| Q1 2014 | $760,000 | +11.3% | 33,749 | +8.2% | 0.00% | – |
| Q4 2013 | $683,000 | +18.2% | 31,188 | +12.4% | 0.00% | – |
| Q3 2013 | $578,000 | -17.9% | 27,741 | -18.7% | 0.00% | – |
| Q2 2013 | $704,000 | – | 34,137 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Manor Financial, LLC | 317,149 | $11,170,000 | 13.68% |
| Spectrum Wealth Advisory Group, LLC | 244,066 | $8,596,000 | 9.58% |
| HC Advisors, LLC | 283,692 | $9,992,000 | 7.12% |
| Southland Equity Partners LLC | 396,146 | $13,952,261 | 6.37% |
| Key Client Fiduciary Advisors, LLC | 160,318 | $5,646,000 | 5.50% |
| HFG Advisors, Inc. | 82,380 | $2,901,000 | 3.92% |
| Pacific Wealth Management | 92,436 | $3,256,000 | 3.59% |
| Harvest Investment Services, LLC | 103,358 | $3,640,000 | 2.79% |
| Teamwork Financial Advisors, LLC | 360,687 | $12,703,000 | 2.77% |
| Fulcrum Equity Management | 86,161 | $3,035,000 | 2.45% |