FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 234 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $732,536 | +36.9% | 21,906 | +39.2% | 0.06% | +39.0% |
| Q2 2023 | $535,215 | +18.1% | 15,737 | +23.3% | 0.04% | +17.1% |
| Q1 2023 | $453,122 | +49.7% | 12,764 | +54.2% | 0.04% | +40.0% |
| Q4 2022 | $302,607 | +358.5% | 8,277 | +301.4% | 0.02% | +316.7% |
| Q3 2022 | $66,000 | +69.2% | 2,062 | +84.1% | 0.01% | +100.0% |
| Q2 2022 | $39,000 | +50.0% | 1,120 | +59.5% | 0.00% | +50.0% |
| Q1 2022 | $26,000 | -96.3% | 702 | -96.5% | 0.00% | -95.0% |
| Q4 2021 | $709,000 | +10.8% | 19,947 | +2.1% | 0.04% | +2.6% |
| Q3 2021 | $640,000 | -11.7% | 19,536 | -10.6% | 0.04% | -13.3% |
| Q2 2021 | $725,000 | -14.6% | 21,851 | -15.8% | 0.04% | -25.0% |
| Q1 2021 | $849,000 | +13.0% | 25,948 | +2.2% | 0.06% | +7.1% |
| Q4 2020 | $751,000 | -12.9% | 25,391 | -23.2% | 0.06% | -25.3% |
| Q3 2020 | $862,000 | -2.6% | 33,075 | -5.1% | 0.08% | -12.8% |
| Q2 2020 | $885,000 | +91.1% | 34,870 | +68.4% | 0.09% | +68.6% |
| Q1 2020 | $463,000 | -39.5% | 20,708 | -11.8% | 0.05% | -32.9% |
| Q4 2019 | $765,000 | +35.4% | 23,480 | +29.1% | 0.08% | -46.1% |
| Q3 2019 | $565,000 | +66.2% | 18,192 | +63.8% | 0.14% | +314.7% |
| Q2 2019 | $340,000 | +13.7% | 11,109 | +12.0% | 0.03% | +9.7% |
| Q1 2019 | $299,000 | +13.7% | 9,915 | +2.4% | 0.03% | 0.0% |
| Q4 2018 | $263,000 | +298.5% | 9,682 | +334.6% | 0.03% | +63.2% |
| Q3 2018 | $66,000 | – | 2,228 | – | 0.02% | – |
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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% |