FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 169 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,079,788 | -3.7% | 92,099 | -2.1% | 0.36% | -4.5% |
| Q2 2023 | $3,198,774 | +1.0% | 94,054 | +5.4% | 0.38% | -9.4% |
| Q1 2023 | $3,167,983 | +28699.8% | 89,239 | +21300.2% | 0.42% | +13733.3% |
| Q3 2020 | $11,000 | +10.0% | 417 | +1.2% | 0.00% | 0.0% |
| Q2 2020 | $10,000 | +11.1% | 412 | +1.5% | 0.00% | -40.0% |
| Q1 2020 | $9,000 | -43.8% | 406 | -17.0% | 0.01% | -28.6% |
| Q4 2019 | $16,000 | +33.3% | 489 | +23.2% | 0.01% | +16.7% |
| Q3 2019 | $12,000 | 0.0% | 397 | +1.3% | 0.01% | -14.3% |
| Q2 2019 | $12,000 | 0.0% | 392 | +0.8% | 0.01% | 0.0% |
| Q1 2019 | $12,000 | +9.1% | 389 | +0.8% | 0.01% | -12.5% |
| Q4 2018 | $11,000 | 0.0% | 386 | +1.3% | 0.01% | +33.3% |
| Q3 2018 | $11,000 | 0.0% | 381 | +0.8% | 0.01% | 0.0% |
| Q2 2018 | $11,000 | 0.0% | 378 | +1.1% | 0.01% | -14.3% |
| Q1 2018 | $11,000 | 0.0% | 374 | +0.8% | 0.01% | 0.0% |
| Q4 2017 | $11,000 | -98.6% | 371 | -98.7% | 0.01% | -98.5% |
| Q3 2017 | $803,000 | +5.2% | 27,656 | +1.9% | 0.46% | -5.5% |
| Q2 2017 | $763,000 | +11.9% | 27,140 | +14.6% | 0.49% | -0.4% |
| Q1 2017 | $682,000 | +562.1% | 23,686 | +540.3% | 0.49% | +483.3% |
| Q4 2016 | $103,000 | – | 3,699 | – | 0.08% | – |
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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% |