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 Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,994,632 | -57.4% | 149,361 | -56.7% | 0.08% | -57.6% |
| Q2 2023 | $11,730,457 | -10.8% | 344,912 | -6.9% | 0.20% | -26.7% |
| Q1 2023 | $13,155,128 | +2.9% | 370,567 | +5.9% | 0.27% | -12.6% |
| Q4 2022 | $12,788,030 | +3265.3% | 349,782 | +1998.8% | 0.31% | +2107.1% |
| Q2 2015 | $380,000 | -10.6% | 16,666 | -8.6% | 0.01% | -6.7% |
| Q1 2015 | $425,000 | -99.4% | 18,242 | -99.4% | 0.02% | -99.5% |
| Q4 2014 | $69,712,000 | – | 2,908,310 | – | 2.77% | – |
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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% |