FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 286 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $28,591 | -1.7% | 855 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $29,079 | -4.2% | 855 | 0.0% | 0.00% | -33.3% |
Q1 2023 | $30,352 | -2.9% | 855 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $31,259 | +15.8% | 855 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $27,000 | -10.0% | 855 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $30,000 | -6.2% | 855 | 0.0% | 0.00% | +50.0% |
Q1 2022 | $32,000 | +6.7% | 855 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $30,000 | +7.1% | 855 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $28,000 | 0.0% | 855 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $28,000 | 0.0% | 855 | 0.0% | 0.00% | -33.3% |
Q1 2021 | $28,000 | +12.0% | 855 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $25,000 | +13.6% | 855 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $22,000 | 0.0% | 855 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $22,000 | +15.8% | 855 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $19,000 | -32.1% | 855 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $28,000 | +3.7% | 855 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $27,000 | – | 855 | – | 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% |