FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 112 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,264,513 | -4.3% | 97,623 | -2.6% | 0.07% | -1.5% |
| Q2 2023 | $3,409,434 | -5.0% | 100,248 | -0.9% | 0.07% | -10.5% |
| Q1 2023 | $3,589,618 | +25.0% | 101,116 | +28.7% | 0.08% | +16.9% |
| Q4 2022 | $2,872,336 | +33.3% | 78,565 | +17.2% | 0.06% | +30.0% |
| Q3 2022 | $2,154,000 | +8.3% | 67,034 | +18.7% | 0.05% | +16.3% |
| Q2 2022 | $1,989,000 | +13.7% | 56,461 | +20.8% | 0.04% | +34.4% |
| Q1 2022 | $1,750,000 | +68.3% | 46,734 | +59.8% | 0.03% | +77.8% |
| Q4 2021 | $1,040,000 | +7.9% | 29,245 | -0.6% | 0.02% | 0.0% |
| Q3 2021 | $964,000 | -1.4% | 29,423 | -0.1% | 0.02% | 0.0% |
| Q2 2021 | $978,000 | +3.7% | 29,466 | +2.3% | 0.02% | -5.3% |
| Q1 2021 | $943,000 | +5.8% | 28,813 | -4.3% | 0.02% | 0.0% |
| Q4 2020 | $891,000 | +8.0% | 30,109 | -4.9% | 0.02% | -9.5% |
| Q3 2020 | $825,000 | +9.1% | 31,676 | +6.3% | 0.02% | +5.0% |
| Q2 2020 | $756,000 | +73.0% | 29,798 | +52.4% | 0.02% | +53.8% |
| Q1 2020 | $437,000 | -31.7% | 19,552 | -0.4% | 0.01% | -18.8% |
| Q4 2019 | $640,000 | +18.7% | 19,630 | +13.1% | 0.02% | +6.7% |
| Q3 2019 | $539,000 | -4.4% | 17,356 | -5.8% | 0.02% | 0.0% |
| Q2 2019 | $564,000 | -2.1% | 18,421 | -3.5% | 0.02% | 0.0% |
| Q1 2019 | $576,000 | -14.3% | 19,082 | -22.7% | 0.02% | -28.6% |
| Q4 2018 | $672,000 | -9.6% | 24,684 | -1.0% | 0.02% | +10.5% |
| Q3 2018 | $743,000 | +7.5% | 24,926 | +3.1% | 0.02% | 0.0% |
| Q2 2018 | $691,000 | +3.3% | 24,182 | +2.0% | 0.02% | +11.8% |
| Q1 2018 | $669,000 | -8.4% | 23,701 | -2.3% | 0.02% | -10.5% |
| Q4 2017 | $730,000 | +15.3% | 24,256 | +11.2% | 0.02% | +11.8% |
| Q3 2017 | $633,000 | +1.1% | 21,815 | -2.0% | 0.02% | 0.0% |
| Q2 2017 | $626,000 | +31.5% | 22,249 | +34.5% | 0.02% | +30.8% |
| Q1 2017 | $476,000 | -19.9% | 16,538 | -22.7% | 0.01% | -23.5% |
| Q4 2016 | $594,000 | +16.0% | 21,406 | +14.1% | 0.02% | +13.3% |
| Q3 2016 | $512,000 | -6.1% | 18,761 | -7.6% | 0.02% | -6.2% |
| Q2 2016 | $545,000 | -1.3% | 20,305 | -5.7% | 0.02% | -5.9% |
| Q1 2016 | $552,000 | +139.0% | 21,534 | +120.6% | 0.02% | +142.9% |
| Q4 2015 | $231,000 | -18.7% | 9,761 | -24.0% | 0.01% | -22.2% |
| Q3 2015 | $284,000 | +4.0% | 12,836 | +7.4% | 0.01% | +12.5% |
| Q2 2015 | $273,000 | +7.1% | 11,957 | +9.2% | 0.01% | +14.3% |
| Q1 2015 | $255,000 | – | 10,945 | – | 0.01% | – |
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% |