FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 177 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $6,659,000 | +14.9% | 187,255 | +5.9% | 2.40% | +12.8% |
| Q3 2021 | $5,793,000 | -4.3% | 176,833 | -3.1% | 2.13% | -1.4% |
| Q2 2021 | $6,055,000 | +2.2% | 182,504 | +0.8% | 2.16% | -5.6% |
| Q1 2021 | $5,923,000 | +11.3% | 181,011 | +0.6% | 2.29% | +16.4% |
| Q4 2020 | $5,322,000 | +7.3% | 179,859 | -5.5% | 1.96% | -4.8% |
| Q3 2020 | $4,958,000 | -5.8% | 190,269 | -8.3% | 2.06% | -12.3% |
| Q2 2020 | $5,262,000 | – | 207,472 | – | 2.35% | – |
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% |