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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,541,649 | -5.6% | 1,421,701 | -4.0% | 0.07% | -2.9% |
| Q2 2023 | $50,362,560 | -15.9% | 1,480,830 | -12.2% | 0.07% | -19.8% |
| Q1 2023 | $59,855,497 | -9.4% | 1,686,077 | -6.7% | 0.09% | -13.1% |
| Q4 2022 | $66,045,022 | +23.9% | 1,806,505 | +8.9% | 0.10% | +13.8% |
| Q3 2022 | $53,321,000 | +0.0% | 1,659,556 | +9.6% | 0.09% | +4.8% |
| Q2 2022 | $53,320,000 | +148.2% | 1,513,919 | +163.9% | 0.08% | +186.2% |
| Q1 2022 | $21,479,000 | +13.4% | 573,696 | +7.7% | 0.03% | +16.0% |
| Q4 2021 | $18,941,000 | +11.3% | 532,634 | +2.6% | 0.02% | 0.0% |
| Q3 2021 | $17,012,000 | +1.2% | 519,292 | +2.5% | 0.02% | 0.0% |
| Q2 2021 | $16,810,000 | +8.7% | 506,638 | +7.2% | 0.02% | 0.0% |
| Q1 2021 | $15,464,000 | +10.7% | 472,600 | +0.1% | 0.02% | 0.0% |
| Q4 2020 | $13,964,000 | +15.4% | 471,924 | +1.7% | 0.02% | 0.0% |
| Q3 2020 | $12,097,000 | +110.6% | 464,188 | +104.9% | 0.02% | +92.3% |
| Q2 2020 | $5,745,000 | +14.9% | 226,531 | +0.9% | 0.01% | -7.1% |
| Q1 2020 | $5,001,000 | -27.2% | 224,462 | +6.5% | 0.01% | 0.0% |
| Q4 2019 | $6,868,000 | +16.0% | 210,689 | +10.4% | 0.01% | -6.7% |
| Q3 2019 | $5,922,000 | -17.5% | 190,789 | -18.5% | 0.02% | -21.1% |
| Q2 2019 | $7,179,000 | +9.5% | 234,189 | +7.8% | 0.02% | 0.0% |
| Q1 2019 | $6,558,000 | +467.8% | 217,319 | +411.8% | 0.02% | +375.0% |
| Q4 2018 | $1,155,000 | +8.3% | 42,464 | +18.9% | 0.00% | +33.3% |
| Q3 2018 | $1,066,000 | +13.9% | 35,723 | +9.4% | 0.00% | 0.0% |
| Q2 2018 | $936,000 | -2.5% | 32,642 | -3.8% | 0.00% | 0.0% |
| Q1 2018 | $960,000 | -11.8% | 33,944 | -5.8% | 0.00% | 0.0% |
| Q4 2017 | $1,089,000 | +26.8% | 36,037 | +22.4% | 0.00% | 0.0% |
| Q3 2017 | $859,000 | -8.4% | 29,435 | -11.7% | 0.00% | 0.0% |
| Q2 2017 | $938,000 | +24.2% | 33,338 | +27.1% | 0.00% | 0.0% |
| Q1 2017 | $755,000 | -52.3% | 26,224 | -54.0% | 0.00% | -57.1% |
| Q4 2016 | $1,583,000 | -32.9% | 56,969 | -34.2% | 0.01% | -36.4% |
| Q3 2016 | $2,359,000 | -1.5% | 86,542 | -3.1% | 0.01% | 0.0% |
| Q2 2016 | $2,396,000 | +4.6% | 89,276 | -0.1% | 0.01% | -8.3% |
| Q1 2016 | $2,291,000 | -73.5% | 89,324 | -76.5% | 0.01% | -47.8% |
| Q2 2015 | $8,652,000 | +73.2% | 379,690 | +77.0% | 0.02% | -14.8% |
| Q1 2015 | $4,994,000 | +38.0% | 214,535 | +42.0% | 0.03% | +35.0% |
| Q4 2014 | $3,620,000 | +3.6% | 151,036 | +1.1% | 0.02% | -35.5% |
| Q3 2014 | $3,495,000 | +1.7% | 149,372 | +3.4% | 0.03% | 0.0% |
| Q2 2014 | $3,436,000 | +8.5% | 144,480 | +2.7% | 0.03% | +3.3% |
| Q1 2014 | $3,167,000 | – | 140,675 | – | 0.03% | – |
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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% |