FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 279 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,880,823 | +10.7% | 86,149 | +12.6% | 0.00% | 0.0% |
| Q2 2023 | $2,603,125 | +11.2% | 76,540 | +16.0% | 0.00% | – |
| Q1 2023 | $2,341,722 | -77.4% | 65,964 | -76.8% | 0.00% | -100.0% |
| Q4 2022 | $10,383,369 | +222.5% | 284,009 | +183.4% | 0.00% | +100.0% |
| Q3 2022 | $3,220,000 | +98.9% | 100,226 | +118.0% | 0.00% | – |
| Q2 2022 | $1,619,000 | +32.5% | 45,980 | +23.3% | 0.00% | – |
| Q3 2021 | $1,222,000 | +319.9% | 37,303 | +320.1% | 0.00% | – |
| Q1 2021 | $291,000 | -91.2% | 8,879 | -92.0% | 0.00% | -100.0% |
| Q4 2020 | $3,298,000 | +178.1% | 111,448 | +144.8% | 0.00% | – |
| Q3 2020 | $1,186,000 | +2.7% | 45,529 | 0.0% | 0.00% | – |
| Q2 2020 | $1,155,000 | +13.6% | 45,529 | 0.0% | 0.00% | – |
| Q1 2020 | $1,017,000 | -8.1% | 45,529 | +22.6% | 0.00% | – |
| Q3 2018 | $1,107,000 | -29.2% | 37,122 | -34.1% | 0.00% | – |
| Q4 2016 | $1,564,000 | -78.5% | 56,359 | -80.2% | 0.00% | -100.0% |
| Q1 2016 | $7,287,000 | +23.0% | 284,101 | +13.7% | 0.00% | 0.0% |
| Q4 2015 | $5,923,000 | +13.3% | 249,932 | +5.9% | 0.00% | 0.0% |
| Q3 2015 | $5,226,000 | -3.6% | 236,043 | -0.7% | 0.00% | 0.0% |
| Q2 2015 | $5,422,000 | +113.5% | 237,800 | +118.0% | 0.00% | +100.0% |
| Q1 2015 | $2,540,000 | +36.8% | 109,092 | +40.8% | 0.00% | 0.0% |
| Q4 2014 | $1,857,000 | +482.1% | 77,474 | +467.9% | 0.00% | – |
| Q3 2014 | $319,000 | -14.5% | 13,642 | -17.7% | 0.00% | – |
| Q1 2014 | $373,000 | -91.7% | 16,575 | -92.4% | 0.00% | -100.0% |
| Q3 2013 | $4,519,000 | +1073.8% | 216,866 | +953.5% | 0.00% | – |
| Q2 2012 | $385,000 | – | 20,586 | – | 0.00% | – |
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% |