FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 337 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $167 | -1.8% | 5,000 | 0.0% | 0.00% | – |
| Q2 2023 | $170 | -4.5% | 5,000 | 0.0% | 0.00% | – |
| Q1 2023 | $178 | -2.7% | 5,000 | 0.0% | 0.00% | – |
| Q4 2022 | $183 | -100.0% | 5,000 | -75.0% | 0.00% | -100.0% |
| Q3 2022 | $643,000 | -8.7% | 20,000 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $704,000 | +25.3% | 20,000 | +33.3% | 0.00% | +100.0% |
| Q1 2022 | $562,000 | -60.4% | 15,000 | -62.4% | 0.00% | -66.7% |
| Q4 2021 | $1,418,000 | -3.5% | 39,885 | -11.1% | 0.00% | 0.0% |
| Q3 2021 | $1,470,000 | +2127.3% | 44,885 | +1503.0% | 0.00% | – |
| Q4 2015 | $66,000 | +6.5% | 2,800 | 0.0% | 0.00% | – |
| Q3 2015 | $62,000 | – | 2,800 | – | 0.00% | – |
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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% |