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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $239,641 | +3.5% | 7,046 | +8.0% | 0.07% | -1.4% |
| Q1 2023 | $231,630 | -3.5% | 6,525 | -11.3% | 0.07% | -14.3% |
| Q4 2019 | $240,000 | +5.3% | 7,354 | 0.0% | 0.08% | +15.1% |
| Q3 2019 | $228,000 | -9.9% | 7,354 | -11.0% | 0.07% | -8.8% |
| Q2 2019 | $253,000 | +0.4% | 8,262 | -1.2% | 0.08% | +11.1% |
| Q1 2019 | $252,000 | +5.4% | 8,362 | -4.6% | 0.07% | -20.9% |
| Q4 2018 | $239,000 | -10.5% | 8,762 | -2.2% | 0.09% | 0.0% |
| Q3 2018 | $267,000 | +1.5% | 8,962 | -2.7% | 0.09% | -9.9% |
| Q2 2018 | $263,000 | -17.6% | 9,212 | -18.6% | 0.10% | -19.8% |
| Q1 2018 | $319,000 | -9.6% | 11,312 | -3.5% | 0.13% | -13.1% |
| Q4 2017 | $353,000 | +6.0% | 11,719 | +2.2% | 0.14% | +9.8% |
| Q3 2017 | $333,000 | -0.9% | 11,463 | -4.2% | 0.13% | 0.0% |
| Q2 2017 | $336,000 | -0.9% | 11,960 | +1.7% | 0.13% | -5.7% |
| Q1 2017 | $339,000 | +4.0% | 11,760 | 0.0% | 0.14% | +3.7% |
| Q4 2016 | $326,000 | +5.2% | 11,760 | +3.5% | 0.14% | 0.0% |
| Q3 2016 | $310,000 | +5.4% | 11,360 | +3.6% | 0.14% | +7.1% |
| Q2 2016 | $294,000 | +27.3% | 10,960 | +21.8% | 0.13% | +17.8% |
| Q1 2016 | $231,000 | – | 9,000 | – | 0.11% | – |
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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% |