FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 215 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $369 | -99.9% | 10,082 | +31.4% | 0.01% | -41.2% |
Q3 2022 | $247,000 | -8.5% | 7,674 | +0.1% | 0.02% | -15.0% |
Q2 2022 | $270,000 | +5.1% | 7,667 | +11.6% | 0.02% | +42.9% |
Q1 2022 | $257,000 | +5.3% | 6,873 | +0.1% | 0.01% | +16.7% |
Q4 2021 | $244,000 | +9.4% | 6,867 | +1.0% | 0.01% | 0.0% |
Q3 2021 | $223,000 | +2.3% | 6,800 | +3.4% | 0.01% | 0.0% |
Q2 2021 | $218,000 | +1.4% | 6,578 | +0.1% | 0.01% | -7.7% |
Q1 2021 | $215,000 | – | 6,569 | – | 0.01% | – |
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% |