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 | $1,070,314 | -30.3% | 32,007 | -29.2% | 0.00% | 0.0% |
| Q2 2023 | $1,536,606 | -48.4% | 45,181 | -46.1% | 0.00% | -60.0% |
| Q1 2023 | $2,977,350 | -26.9% | 83,869 | -24.7% | 0.01% | -28.6% |
| Q4 2022 | $4,073,844 | +24.4% | 111,429 | +9.3% | 0.01% | 0.0% |
| Q3 2022 | $3,275,000 | -3.9% | 101,928 | +5.3% | 0.01% | 0.0% |
| Q2 2022 | $3,409,000 | -14.2% | 96,770 | -8.9% | 0.01% | 0.0% |
| Q1 2022 | $3,975,000 | -11.2% | 106,179 | -15.6% | 0.01% | 0.0% |
| Q4 2021 | $4,475,000 | +7.0% | 125,824 | -1.4% | 0.01% | -12.5% |
| Q3 2021 | $4,183,000 | +2.0% | 127,644 | +3.3% | 0.01% | 0.0% |
| Q2 2021 | $4,101,000 | +5.5% | 123,588 | +4.0% | 0.01% | 0.0% |
| Q1 2021 | $3,889,000 | +24.8% | 118,819 | +12.8% | 0.01% | +14.3% |
| Q4 2020 | $3,117,000 | +3748.1% | 105,318 | +3315.0% | 0.01% | – |
| Q3 2020 | $81,000 | +1.2% | 3,084 | -1.9% | 0.00% | – |
| Q2 2020 | $80,000 | +14.3% | 3,143 | 0.0% | 0.00% | – |
| Q1 2020 | $70,000 | -31.4% | 3,143 | 0.0% | 0.00% | – |
| Q4 2019 | $102,000 | -15.7% | 3,143 | -19.5% | 0.00% | – |
| Q3 2019 | $121,000 | +15.2% | 3,905 | +13.8% | 0.00% | – |
| Q2 2019 | $105,000 | -4.5% | 3,432 | -5.8% | 0.00% | – |
| Q1 2019 | $110,000 | +10.0% | 3,643 | -1.0% | 0.00% | – |
| Q4 2018 | $100,000 | -9.1% | 3,679 | 0.0% | 0.00% | – |
| Q3 2018 | $110,000 | -14.1% | 3,679 | -18.1% | 0.00% | – |
| Q2 2018 | $128,000 | -30.1% | 4,491 | -30.7% | 0.00% | -100.0% |
| Q1 2018 | $183,000 | -31.2% | 6,479 | -26.8% | 0.00% | 0.0% |
| Q4 2017 | $266,000 | +20.4% | 8,853 | +16.4% | 0.00% | 0.0% |
| Q3 2017 | $221,000 | -22.5% | 7,603 | -24.7% | 0.00% | 0.0% |
| Q2 2017 | $285,000 | +1.1% | 10,103 | +3.5% | 0.00% | 0.0% |
| Q1 2017 | $282,000 | -16.6% | 9,764 | -19.8% | 0.00% | 0.0% |
| Q4 2016 | $338,000 | +66.5% | 12,177 | +63.7% | 0.00% | 0.0% |
| Q3 2016 | $203,000 | +14.7% | 7,437 | +12.3% | 0.00% | 0.0% |
| Q2 2016 | $177,000 | +13.5% | 6,620 | +9.3% | 0.00% | 0.0% |
| Q1 2016 | $156,000 | +188.9% | 6,056 | +166.7% | 0.00% | – |
| Q4 2015 | $54,000 | +5.9% | 2,271 | 0.0% | 0.00% | – |
| Q3 2015 | $51,000 | -40.0% | 2,271 | -39.0% | 0.00% | – |
| Q2 2015 | $85,000 | -34.6% | 3,721 | -33.4% | 0.00% | – |
| Q1 2015 | $130,000 | +47.7% | 5,583 | +51.9% | 0.00% | – |
| Q4 2014 | $88,000 | +2.3% | 3,676 | 0.0% | 0.00% | – |
| Q3 2014 | $86,000 | +45.8% | 3,676 | +47.0% | 0.00% | – |
| Q2 2014 | $59,000 | +5.4% | 2,500 | 0.0% | 0.00% | – |
| Q1 2014 | $56,000 | +1.8% | 2,500 | 0.0% | 0.00% | – |
| Q4 2013 | $55,000 | – | 2,500 | – | 0.00% | – |
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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% |