MORGAN STANLEY - FIRST TR MORNINGSTAR DIV LEA ownership

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
MORGAN STANLEY ownership history of FIRST TR MORNINGSTAR DIV LEA
ValueSharesWeighting
Q3 2023$241,835,184
-10.8%
7,231,913
-9.3%
0.02%
-7.4%
Q2 2023$271,163,472
-21.2%
7,973,051
-17.7%
0.03%
-27.0%
Q1 2023$343,953,440
-0.9%
9,688,829
+2.0%
0.04%
-5.1%
Q4 2022$347,242,082
+66.9%
9,497,868
+46.7%
0.04%
+39.3%
Q3 2022$208,001,000
+8.6%
6,473,719
+19.0%
0.03%
+12.0%
Q2 2022$191,519,000
+25.6%
5,437,827
+33.5%
0.02%
+19.0%
Q1 2022$152,532,000
+30.8%
4,074,021
+24.2%
0.02%
+50.0%
Q4 2021$116,610,000
+13.8%
3,279,240
+4.8%
0.01%0.0%
Q3 2021$102,486,000
+1.1%
3,128,373
+2.4%
0.01%
+7.7%
Q2 2021$101,344,000
+4.1%
3,054,360
+2.6%
0.01%
-7.1%
Q1 2021$97,390,000
+8.3%
2,976,467
-2.1%
0.01%0.0%
Q4 2020$89,940,000
+0.9%
3,039,518
-11.1%
0.01%
-17.6%
Q3 2020$89,126,000
+2.7%
3,420,027
-0.1%
0.02%
-10.5%
Q2 2020$86,823,000
+6.9%
3,423,636
-5.9%
0.02%
-13.6%
Q1 2020$81,252,000
-21.0%
3,638,679
+15.3%
0.02%
-8.3%
Q4 2019$102,839,000
+5.5%
3,156,517
+0.5%
0.02%
-7.7%
Q3 2019$97,444,000
-0.9%
3,139,316
-2.2%
0.03%0.0%
Q2 2019$98,363,000
+0.8%
3,210,268
-0.7%
0.03%
-7.1%
Q1 2019$97,550,000
-8.2%
3,234,431
-17.1%
0.03%
-12.5%
Q4 2018$106,240,000
-2.2%
3,900,132
+7.0%
0.03%
+18.5%
Q3 2018$108,676,000
+2.3%
3,645,623
-1.9%
0.03%
-6.9%
Q2 2018$106,273,000
-7.9%
3,717,149
-9.1%
0.03%
-9.4%
Q1 2018$115,437,000
-17.7%
4,089,160
-12.3%
0.03%
-15.8%
Q4 2017$140,239,000
-2.9%
4,660,672
-6.3%
0.04%
-11.6%
Q3 2017$144,414,000
+1.5%
4,976,393
-1.6%
0.04%0.0%
Q2 2017$142,288,000
-53.1%
5,058,237
-51.9%
0.04%
-8.5%
Q1 2017$303,080,000
-12.4%
10,519,964
-15.6%
0.05%
-17.5%
Q4 2016$346,132,000
+113.4%
12,471,038
+109.6%
0.06%
+3.6%
Q3 2016$162,233,000
+28.8%
5,949,159
+26.7%
0.06%
+19.6%
Q2 2016$125,973,000
+12.5%
4,695,217
+7.6%
0.05%
+7.0%
Q1 2016$111,956,000
+42.3%
4,364,728
+31.5%
0.04%
+53.6%
Q4 2015$78,682,000
+10.8%
3,319,860
+3.5%
0.03%
+7.7%
Q3 2015$71,031,000
-5.8%
3,208,245
-3.0%
0.03%0.0%
Q2 2015$75,434,000
-14.9%
3,308,489
-13.1%
0.03%
-21.2%
Q1 2015$88,627,000
-0.1%
3,807,013
+2.8%
0.03%
+3.1%
Q4 2014$88,756,000
+25.7%
3,702,801
+22.7%
0.03%
+18.5%
Q3 2014$70,604,000
+14.9%
3,017,274
+16.8%
0.03%
+12.5%
Q2 2014$61,441,000
+35.0%
2,583,757
+27.8%
0.02%
+26.3%
Q1 2014$45,524,000
+10.4%
2,022,359
+7.5%
0.02%
+5.6%
Q4 2013$41,221,000
+3.3%
1,881,427
-1.8%
0.02%
-5.3%
Q3 2013$39,922,000
+16.8%
1,915,640
+15.7%
0.02%
+11.8%
Q2 2013$34,169,0001,656,2620.02%
Other shareholders
FIRST TR MORNINGSTAR DIV LEA shareholders Q1 2022
NameSharesValueWeighting ↓
Sterling Manor Financial, LLC 322,385$10,358,00012.84%
J Arnold Wealth Management Co 598,591$19,233,00010.84%
Fortune 45 LLC 287,978$9,253,00010.74%
Spectrum Wealth Advisory Group, LLC 243,803$7,833,0009.84%
Southland Equity Partners LLC 399,212$12,826,6746.30%
HC Advisors, LLC 277,812$8,926,0006.15%
Key Client Fiduciary Advisors, LLC 161,412$5,186,0004.69%
Summit Financial Wealth Advisors, LLC 396,699$14,170,0004.07%
Harvest Investment Services, LLC 100,907$3,242,0003.97%
HFG Advisors, Inc. 84,556$2,717,0003.77%
View complete list of FIRST TR MORNINGSTAR DIV LEA shareholders