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 | $2,751,068 | -12.4% | 82,269 | -10.9% | 0.00% | 0.0% |
| Q2 2023 | $3,139,504 | -2.8% | 92,311 | +1.4% | 0.00% | 0.0% |
| Q1 2023 | $3,230,478 | +4.8% | 90,999 | +7.9% | 0.00% | 0.0% |
| Q4 2022 | $3,083,135 | +291.8% | 84,331 | +244.5% | 0.00% | +100.0% |
| Q3 2022 | $787,000 | +4272.2% | 24,479 | +4756.9% | 0.00% | – |
| Q2 2022 | $18,000 | -5.3% | 504 | 0.0% | 0.00% | – |
| Q1 2022 | $19,000 | +18.8% | 504 | +9.3% | 0.00% | – |
| Q4 2021 | $16,000 | +6.7% | 461 | 0.0% | 0.00% | – |
| Q3 2021 | $15,000 | -97.6% | 461 | -97.5% | 0.00% | – |
| Q2 2021 | $616,000 | -1.3% | 18,577 | -2.7% | 0.00% | – |
| Q1 2021 | $624,000 | +14.1% | 19,084 | +3.2% | 0.00% | – |
| Q4 2020 | $547,000 | +9.4% | 18,487 | -3.6% | 0.00% | – |
| Q3 2020 | $500,000 | +7.1% | 19,168 | +4.2% | 0.00% | – |
| Q2 2020 | $467,000 | -26.9% | 18,402 | -35.7% | 0.00% | -100.0% |
| Q1 2020 | $639,000 | -33.1% | 28,616 | -2.4% | 0.00% | 0.0% |
| Q4 2019 | $955,000 | +7.5% | 29,310 | +2.4% | 0.00% | 0.0% |
| Q3 2019 | $888,000 | +1.3% | 28,611 | -0.1% | 0.00% | 0.0% |
| Q2 2019 | $877,000 | -13.8% | 28,631 | -15.1% | 0.00% | 0.0% |
| Q1 2019 | $1,017,000 | -11.9% | 33,713 | -20.5% | 0.00% | 0.0% |
| Q4 2018 | $1,155,000 | -19.4% | 42,387 | -11.8% | 0.00% | 0.0% |
| Q3 2018 | $1,433,000 | -0.2% | 48,064 | -4.3% | 0.00% | 0.0% |
| Q2 2018 | $1,436,000 | -3.4% | 50,244 | -4.6% | 0.00% | 0.0% |
| Q1 2018 | $1,487,000 | -14.9% | 52,674 | -9.3% | 0.00% | 0.0% |
| Q4 2017 | $1,748,000 | +6.0% | 58,094 | +2.2% | 0.00% | 0.0% |
| Q3 2017 | $1,649,000 | +10.7% | 56,823 | +7.4% | 0.00% | 0.0% |
| Q2 2017 | $1,489,000 | -25.8% | 52,927 | -24.0% | 0.00% | -50.0% |
| Q1 2017 | $2,007,000 | -0.2% | 69,648 | -3.9% | 0.00% | 0.0% |
| Q4 2016 | $2,012,000 | +2.8% | 72,502 | +1.0% | 0.00% | 0.0% |
| Q3 2016 | $1,958,000 | +82.8% | 71,818 | +79.9% | 0.00% | +100.0% |
| Q2 2016 | $1,071,000 | +194.2% | 39,932 | +181.3% | 0.00% | – |
| Q1 2016 | $364,000 | +787.8% | 14,198 | +726.4% | 0.00% | – |
| Q4 2015 | $41,000 | +7.9% | 1,718 | -0.3% | 0.00% | – |
| Q3 2015 | $38,000 | -77.8% | 1,723 | -77.1% | 0.00% | – |
| Q2 2015 | $171,000 | -97.9% | 7,517 | -97.9% | 0.00% | -100.0% |
| Q1 2015 | $8,297,000 | +6537.6% | 356,720 | +6722.0% | 0.01% | – |
| Q4 2014 | $125,000 | +43.7% | 5,229 | +40.4% | 0.00% | – |
| Q3 2014 | $87,000 | -8.4% | 3,725 | -6.9% | 0.00% | – |
| Q2 2014 | $95,000 | +46.2% | 4,002 | +38.2% | 0.00% | – |
| Q1 2014 | $65,000 | +364.3% | 2,896 | +353.9% | 0.00% | – |
| Q4 2013 | $14,000 | +7.7% | 638 | +0.6% | 0.00% | – |
| Q3 2013 | $13,000 | 0.0% | 634 | +1.1% | 0.00% | – |
| Q2 2013 | $13,000 | – | 627 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sterling Manor Financial, LLC | 317,149 | $11,170,000 | 13.68% |
| Spectrum Wealth Advisory Group, LLC | 244,066 | $8,596,000 | 9.58% |
| HC Advisors, LLC | 283,692 | $9,992,000 | 7.12% |
| Southland Equity Partners LLC | 396,146 | $13,952,261 | 6.37% |
| Key Client Fiduciary Advisors, LLC | 160,318 | $5,646,000 | 5.50% |
| HFG Advisors, Inc. | 82,380 | $2,901,000 | 3.92% |
| Pacific Wealth Management | 92,436 | $3,256,000 | 3.59% |
| Harvest Investment Services, LLC | 103,358 | $3,640,000 | 2.79% |
| Teamwork Financial Advisors, LLC | 360,687 | $12,703,000 | 2.77% |
| Fulcrum Equity Management | 86,161 | $3,035,000 | 2.45% |