FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 137 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,456 | -23.4% | 193,055 | -22.1% | 0.04% | -21.7% |
| Q2 2023 | $8,427 | -23.9% | 247,784 | -20.6% | 0.05% | -41.0% |
| Q1 2023 | $11,073 | -22.0% | 311,929 | -19.7% | 0.08% | -16.1% |
| Q4 2022 | $14,193 | -99.8% | 388,224 | +32.1% | 0.09% | +29.2% |
| Q3 2022 | $9,443,000 | +44.7% | 293,901 | +58.7% | 0.07% | +44.0% |
| Q2 2022 | $6,524,000 | +176.4% | 185,237 | +193.8% | 0.05% | +194.1% |
| Q1 2022 | $2,360,000 | -11.0% | 63,043 | -15.5% | 0.02% | -10.5% |
| Q4 2021 | $2,653,000 | +20.7% | 74,614 | +11.2% | 0.02% | +11.8% |
| Q3 2021 | $2,198,000 | +15.4% | 67,106 | +16.9% | 0.02% | +6.2% |
| Q2 2021 | $1,905,000 | +13.7% | 57,420 | +12.1% | 0.02% | 0.0% |
| Q1 2021 | $1,676,000 | +21.1% | 51,233 | +9.6% | 0.02% | +6.7% |
| Q4 2020 | $1,384,000 | -49.3% | 46,761 | -55.4% | 0.02% | -55.9% |
| Q3 2020 | $2,731,000 | +4.8% | 104,790 | +2.0% | 0.03% | -2.9% |
| Q2 2020 | $2,606,000 | -13.5% | 102,752 | -23.8% | 0.04% | -32.7% |
| Q1 2020 | $3,011,000 | -78.2% | 134,852 | -68.2% | 0.05% | -73.7% |
| Q4 2019 | $13,821,000 | +17.5% | 424,208 | +11.9% | 0.20% | +4.8% |
| Q3 2019 | $11,763,000 | +3.7% | 378,962 | +2.3% | 0.19% | +16.0% |
| Q2 2019 | $11,348,000 | +15.1% | 370,359 | +13.3% | 0.16% | +6.5% |
| Q1 2019 | $9,861,000 | +10.8% | 326,943 | +0.1% | 0.15% | -4.4% |
| Q4 2018 | $8,898,000 | -7.6% | 326,647 | +1.1% | 0.16% | -1.8% |
| Q3 2018 | $9,634,000 | +7.3% | 323,189 | +3.0% | 0.16% | -16.8% |
| Q2 2018 | $8,975,000 | +10.3% | 313,924 | +8.9% | 0.20% | +14.0% |
| Q1 2018 | $8,134,000 | -11.2% | 288,140 | -5.3% | 0.17% | -1.1% |
| Q4 2017 | $9,159,000 | +3.5% | 304,379 | -0.2% | 0.17% | -4.9% |
| Q3 2017 | $8,848,000 | +2.5% | 304,902 | -0.7% | 0.18% | +10.2% |
| Q2 2017 | $8,635,000 | -3.5% | 306,971 | -1.1% | 0.17% | -7.8% |
| Q1 2017 | $8,945,000 | – | 310,474 | – | 0.18% | – |
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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% |