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 | $4,263,868 | -9.1% | 127,508 | -7.6% | 0.06% | -9.0% |
| Q2 2023 | $4,693,006 | -45.3% | 137,989 | -42.9% | 0.07% | -51.1% |
| Q1 2023 | $8,581,806 | +65.2% | 241,741 | +70.1% | 0.14% | +52.2% |
| Q4 2022 | $5,195,103 | +78.3% | 142,098 | +56.7% | 0.09% | +57.9% |
| Q3 2022 | $2,913,000 | +13.0% | 90,666 | +23.9% | 0.06% | +16.3% |
| Q2 2022 | $2,577,000 | +2.3% | 73,171 | +8.7% | 0.05% | +19.5% |
| Q1 2022 | $2,520,000 | +670.6% | 67,319 | +631.8% | 0.04% | +720.0% |
| Q4 2021 | $327,000 | +39.1% | 9,199 | +28.4% | 0.01% | +25.0% |
| Q3 2021 | $235,000 | -1.3% | 7,167 | +0.1% | 0.00% | 0.0% |
| Q2 2021 | $238,000 | +12.8% | 7,163 | +10.9% | 0.00% | 0.0% |
| Q1 2021 | $211,000 | – | 6,458 | – | 0.00% | – |
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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% |