FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 349 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $18,501 | -92.4% | 544 | -91.9% | 0.00% | -100.0% |
| Q4 2022 | $244,367 | -5.6% | 6,684 | -15.8% | 0.01% | -16.7% |
| Q4 2019 | $259,000 | +5.3% | 7,936 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $246,000 | +7.9% | 7,936 | +6.7% | 0.01% | +20.0% |
| Q2 2019 | $228,000 | +1.8% | 7,436 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $224,000 | +10.9% | 7,436 | 0.0% | 0.01% | -16.7% |
| Q4 2018 | $202,000 | -27.6% | 7,436 | -20.4% | 0.01% | -14.3% |
| Q3 2018 | $279,000 | -7.3% | 9,337 | -11.4% | 0.01% | -12.5% |
| Q2 2018 | $301,000 | +36.2% | 10,541 | +34.6% | 0.01% | +33.3% |
| Q1 2018 | $221,000 | -16.3% | 7,831 | -10.6% | 0.01% | -14.3% |
| Q4 2017 | $264,000 | +3.9% | 8,764 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $254,000 | +3.3% | 8,764 | 0.0% | 0.01% | -12.5% |
| Q2 2017 | $246,000 | -14.0% | 8,764 | -11.6% | 0.01% | -11.1% |
| Q1 2017 | $286,000 | +4.0% | 9,914 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $275,000 | +3.8% | 9,914 | +2.1% | 0.01% | 0.0% |
| Q3 2016 | $265,000 | +8.6% | 9,714 | +6.6% | 0.01% | 0.0% |
| Q2 2016 | $244,000 | +4.3% | 9,114 | 0.0% | 0.01% | +12.5% |
| Q1 2016 | $234,000 | +8.3% | 9,114 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $216,000 | +7.5% | 9,114 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $201,000 | -3.4% | 9,114 | 0.0% | 0.01% | +14.3% |
| Q2 2015 | $208,000 | – | 9,114 | – | 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% |