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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $229,404 | -2.6% | 6,462 | +0.3% | 0.01% | 0.0% |
| Q4 2022 | $235,473 | -40.1% | 6,441 | -47.3% | 0.01% | -50.0% |
| Q3 2022 | $393,000 | -2.2% | 12,229 | +7.0% | 0.01% | +11.1% |
| Q2 2022 | $402,000 | -6.5% | 11,428 | -0.6% | 0.01% | 0.0% |
| Q1 2022 | $430,000 | +3.4% | 11,499 | -1.7% | 0.01% | +12.5% |
| Q4 2021 | $416,000 | +9.2% | 11,694 | +0.5% | 0.01% | 0.0% |
| Q3 2021 | $381,000 | -3.1% | 11,638 | -1.7% | 0.01% | 0.0% |
| Q2 2021 | $393,000 | +4.8% | 11,837 | +3.1% | 0.01% | -11.1% |
| Q1 2021 | $375,000 | +34.4% | 11,485 | +22.0% | 0.01% | +28.6% |
| Q4 2020 | $279,000 | -10.6% | 9,415 | -21.3% | 0.01% | -22.2% |
| Q3 2020 | $312,000 | -63.5% | 11,970 | -64.4% | 0.01% | -66.7% |
| Q2 2020 | $854,000 | -17.8% | 33,656 | -27.6% | 0.03% | -30.8% |
| Q1 2020 | $1,039,000 | -32.6% | 46,515 | -1.7% | 0.04% | -22.0% |
| Q4 2019 | $1,542,000 | +28.9% | 47,311 | +22.8% | 0.05% | +13.6% |
| Q3 2019 | $1,196,000 | +182.7% | 38,535 | +178.8% | 0.04% | +175.0% |
| Q2 2019 | $423,000 | +101.4% | 13,823 | +86.0% | 0.02% | +100.0% |
| Q1 2018 | $210,000 | -48.5% | 7,431 | -45.1% | 0.01% | -33.3% |
| Q4 2017 | $408,000 | +73.6% | 13,546 | +66.5% | 0.01% | 0.0% |
| Q1 2017 | $235,000 | -17.3% | 8,136 | -20.3% | 0.01% | -25.0% |
| Q4 2016 | $284,000 | -12.1% | 10,212 | -13.7% | 0.02% | -11.1% |
| Q3 2016 | $323,000 | +13.7% | 11,838 | +12.0% | 0.02% | +5.9% |
| Q2 2016 | $284,000 | +34.0% | 10,572 | +27.9% | 0.02% | +13.3% |
| Q1 2016 | $212,000 | – | 8,264 | – | 0.02% | – |
Download | ||||||
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% |