FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 149 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $62,681 | -1.7% | 1,875 | 0.0% | 0.04% | -9.8% |
| Q2 2023 | $63,750 | -4.2% | 1,875 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $66,562 | -2.9% | 1,875 | 0.0% | 0.04% | -2.4% |
| Q4 2022 | $68,550 | +14.2% | 1,875 | 0.0% | 0.04% | +5.0% |
| Q3 2022 | $60,000 | -9.1% | 1,875 | 0.0% | 0.04% | -7.0% |
| Q2 2022 | $66,000 | -5.7% | 1,875 | 0.0% | 0.04% | +2.4% |
| Q1 2022 | $70,000 | +4.5% | 1,875 | 0.0% | 0.04% | +2.4% |
| Q4 2021 | $67,000 | +9.8% | 1,875 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $61,000 | -1.6% | 1,875 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $62,000 | +1.6% | 1,875 | 0.0% | 0.04% | -2.4% |
| Q1 2021 | $61,000 | +10.9% | 1,875 | 0.0% | 0.04% | +2.4% |
| Q4 2020 | $55,000 | +12.2% | 1,875 | 0.0% | 0.04% | -2.4% |
| Q3 2020 | $49,000 | +2.1% | 1,875 | 0.0% | 0.04% | +2.4% |
| Q2 2020 | $48,000 | +14.3% | 1,875 | 0.0% | 0.04% | +5.1% |
| Q1 2020 | $42,000 | -31.1% | 1,875 | 0.0% | 0.04% | -11.4% |
| Q4 2019 | $61,000 | +5.2% | 1,875 | 0.0% | 0.04% | -2.2% |
| Q3 2019 | $58,000 | +1.8% | 1,875 | 0.0% | 0.04% | -2.2% |
| Q2 2019 | $57,000 | 0.0% | 1,875 | 0.0% | 0.05% | +7.0% |
| Q1 2019 | $57,000 | +11.8% | 1,875 | 0.0% | 0.04% | +4.9% |
| Q4 2018 | $51,000 | -8.9% | 1,875 | 0.0% | 0.04% | +10.8% |
| Q3 2018 | $56,000 | +3.7% | 1,875 | 0.0% | 0.04% | -2.6% |
| Q2 2018 | $54,000 | +1.9% | 1,875 | 0.0% | 0.04% | 0.0% |
| Q1 2018 | $53,000 | -5.4% | 1,875 | 0.0% | 0.04% | +5.6% |
| Q4 2017 | $56,000 | +3.7% | 1,875 | 0.0% | 0.04% | +2.9% |
| Q3 2017 | $54,000 | +1.9% | 1,875 | 0.0% | 0.04% | +2.9% |
| Q2 2017 | $53,000 | -1.9% | 1,875 | 0.0% | 0.03% | 0.0% |
| Q1 2017 | $54,000 | +3.8% | 1,875 | 0.0% | 0.03% | +9.7% |
| Q4 2016 | $52,000 | – | 1,875 | – | 0.03% | – |
Download | ||||||
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% |