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 | $803,014 | -2.9% | 24,014 | -1.3% | 0.00% | 0.0% |
| Q2 2023 | $827,369 | -10.2% | 24,327 | -6.2% | 0.00% | 0.0% |
| Q1 2023 | $921,010 | -3.8% | 25,944 | -1.0% | 0.00% | 0.0% |
| Q4 2022 | $957,665 | +5.4% | 26,194 | -7.4% | 0.00% | 0.0% |
| Q3 2022 | $909,000 | -11.9% | 28,292 | -3.5% | 0.00% | 0.0% |
| Q2 2022 | $1,032,000 | +33.3% | 29,327 | +41.8% | 0.00% | 0.0% |
| Q1 2022 | $774,000 | -2.3% | 20,679 | -7.1% | 0.00% | 0.0% |
| Q4 2021 | $792,000 | +5.3% | 22,252 | -3.0% | 0.00% | 0.0% |
| Q3 2021 | $752,000 | -18.7% | 22,941 | -17.7% | 0.00% | 0.0% |
| Q2 2021 | $925,000 | -37.6% | 27,876 | -38.5% | 0.00% | 0.0% |
| Q1 2021 | $1,483,000 | -19.3% | 45,334 | -27.0% | 0.00% | -50.0% |
| Q4 2020 | $1,837,000 | -6.8% | 62,081 | -17.9% | 0.00% | 0.0% |
| Q3 2020 | $1,972,000 | -31.6% | 75,641 | -33.5% | 0.00% | -50.0% |
| Q2 2020 | $2,885,000 | -11.8% | 113,790 | -22.3% | 0.00% | 0.0% |
| Q1 2020 | $3,271,000 | -37.6% | 146,471 | -8.9% | 0.00% | -20.0% |
| Q4 2019 | $5,240,000 | +10.9% | 160,829 | +5.6% | 0.01% | 0.0% |
| Q3 2019 | $4,727,000 | +5.9% | 152,321 | +4.5% | 0.01% | +25.0% |
| Q2 2019 | $4,464,000 | +8.3% | 145,697 | +6.6% | 0.00% | 0.0% |
| Q1 2019 | $4,123,000 | +12.7% | 136,718 | +1.8% | 0.00% | 0.0% |
| Q4 2018 | $3,657,000 | -6.3% | 134,258 | +2.5% | 0.00% | 0.0% |
| Q3 2018 | $3,904,000 | +6.1% | 130,966 | +1.8% | 0.00% | 0.0% |
| Q2 2018 | $3,680,000 | +9.2% | 128,687 | +7.8% | 0.00% | +33.3% |
| Q1 2018 | $3,370,000 | -6.9% | 119,408 | -0.7% | 0.00% | -25.0% |
| Q4 2017 | $3,619,000 | +6.3% | 120,270 | +2.5% | 0.00% | 0.0% |
| Q3 2017 | $3,406,000 | +3.8% | 117,341 | +0.6% | 0.00% | 0.0% |
| Q2 2017 | $3,281,000 | -2.8% | 116,655 | -0.4% | 0.00% | 0.0% |
| Q1 2017 | $3,376,000 | +1.7% | 117,145 | -2.0% | 0.00% | 0.0% |
| Q4 2016 | $3,318,000 | +11.3% | 119,554 | +9.4% | 0.00% | +33.3% |
| Q3 2016 | $2,981,000 | +2.3% | 109,299 | +0.7% | 0.00% | 0.0% |
| Q2 2016 | $2,913,000 | +1.7% | 108,543 | -2.8% | 0.00% | 0.0% |
| Q1 2016 | $2,864,000 | +3.1% | 111,672 | -4.8% | 0.00% | 0.0% |
| Q4 2015 | $2,778,000 | +14.8% | 117,278 | +7.3% | 0.00% | 0.0% |
| Q3 2015 | $2,420,000 | -5.2% | 109,277 | -2.4% | 0.00% | 0.0% |
| Q2 2015 | $2,552,000 | +3.6% | 111,913 | +5.8% | 0.00% | 0.0% |
| Q1 2015 | $2,463,000 | +4298.2% | 105,816 | +4496.7% | 0.00% | – |
| Q4 2014 | $56,000 | -50.9% | 2,302 | -52.9% | 0.00% | – |
| Q3 2014 | $114,000 | +103.6% | 4,885 | +112.2% | 0.00% | – |
| Q2 2014 | $56,000 | +43.6% | 2,302 | +35.4% | 0.00% | – |
| Q1 2014 | $39,000 | -11.4% | 1,700 | -16.3% | 0.00% | – |
| Q4 2013 | $44,000 | +22.2% | 2,030 | +19.4% | 0.00% | – |
| Q3 2013 | $36,000 | +5.9% | 1,700 | 0.0% | 0.00% | – |
| Q2 2013 | $34,000 | – | 1,700 | – | 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% |