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 | $397 | -9.2% | 11,866 | -7.7% | 0.04% | -7.9% |
| Q2 2023 | $437 | -52.3% | 12,849 | -50.3% | 0.04% | -47.9% |
| Q1 2023 | $917 | +13.6% | 25,841 | +17.0% | 0.07% | -3.9% |
| Q4 2022 | $807 | -99.9% | 22,078 | -15.2% | 0.08% | -7.3% |
| Q3 2022 | $836,000 | +33.1% | 26,021 | +45.9% | 0.08% | +32.3% |
| Q2 2022 | $628,000 | -6.5% | 17,838 | -0.7% | 0.06% | +17.0% |
| Q1 2022 | $672,000 | -12.5% | 17,959 | -16.9% | 0.05% | -8.6% |
| Q4 2021 | $768,000 | +9.7% | 21,600 | +1.1% | 0.06% | -1.7% |
| Q3 2021 | $700,000 | -3.7% | 21,375 | -2.5% | 0.06% | -3.3% |
| Q2 2021 | $727,000 | 0.0% | 21,921 | -1.4% | 0.06% | -15.3% |
| Q1 2021 | $727,000 | +11.2% | 22,227 | +0.6% | 0.07% | +4.3% |
| Q4 2020 | $654,000 | -79.7% | 22,090 | -82.1% | 0.07% | -84.5% |
| Q3 2020 | $3,215,000 | +0.2% | 123,351 | -2.5% | 0.44% | -6.1% |
| Q2 2020 | $3,207,000 | +6.0% | 126,473 | -6.7% | 0.47% | -21.7% |
| Q1 2020 | $3,026,000 | -32.9% | 135,517 | -2.1% | 0.60% | -4.3% |
| Q4 2019 | $4,511,000 | +3.7% | 138,469 | -1.2% | 0.63% | -7.2% |
| Q3 2019 | $4,350,000 | +0.6% | 140,152 | -0.7% | 0.68% | 0.0% |
| Q2 2019 | $4,326,000 | -96.9% | 141,192 | +3208.9% | 0.68% | -18.1% |
| Q1 2019 | $141,487,000 | +97477.2% | 4,267 | +8.0% | 0.83% | -20.1% |
| Q4 2018 | $145,000 | -96.8% | 3,951 | +2516.6% | 1.04% | +28.0% |
| Q3 2018 | $4,500,000 | -8.4% | 151 | -99.9% | 0.81% | +19.9% |
| Q2 2018 | $4,911,000 | +7.4% | 171,785 | +6.1% | 0.68% | -36.8% |
| Q1 2018 | $4,571,000 | -3.7% | 161,934 | +2.6% | 1.07% | -12.8% |
| Q4 2017 | $4,749,000 | – | 157,814 | – | 1.23% | – |
Download | ||||||
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% |