FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 356 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,119,729 | +0.9% | 108,614 | +2.4% | 0.04% | -6.5% |
| Q1 2024 | $4,082,112 | +17.8% | 106,084 | +9.9% | 0.05% | +7.0% |
| Q4 2023 | $3,464,835 | -18.7% | 96,567 | -24.3% | 0.04% | -29.5% |
| 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 | 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% |