FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 355 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $727,574 | +5.4% | 19,182 | +6.9% | 0.11% | +2.8% |
| Q1 2024 | $690,388 | -26.2% | 17,941 | -31.2% | 0.11% | -15.9% |
| Q4 2023 | $935,273 | -53.2% | 26,067 | -56.4% | 0.13% | -71.0% |
| Q3 2023 | $1,997,221 | +96617.7% | 59,726 | -1.6% | 0.43% | +30.7% |
| Q2 2023 | $2,065 | +58.0% | 60,704 | +64.9% | 0.33% | +54.4% |
| Q1 2023 | $1,307 | +19.1% | 36,807 | +22.7% | 0.22% | +4.4% |
| Q4 2022 | $1,097 | -99.9% | 30,008 | -49.8% | 0.21% | -52.5% |
| Q3 2022 | $1,997,221 | +366.6% | 59,726 | +398.0% | 0.43% | +352.1% |
| Q2 2022 | $428,000 | -80.0% | 11,994 | -78.5% | 0.10% | -77.9% |
| Q1 2022 | $2,137,000 | – | 55,825 | – | 0.43% | – |
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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% |