FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 204 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $476 | +14.4% | 14,240 | +16.3% | 0.11% | +16.5% |
| Q2 2023 | $416 | +22.0% | 12,239 | +27.3% | 0.10% | +16.9% |
| Q1 2023 | $341 | +114.5% | 9,611 | +120.6% | 0.08% | +97.6% |
| Q4 2022 | $159 | -99.9% | 4,357 | +16.1% | 0.04% | +16.7% |
| Q3 2022 | $121,000 | -3.2% | 3,754 | +5.8% | 0.04% | -2.7% |
| Q2 2022 | $125,000 | -24.2% | 3,549 | -19.3% | 0.04% | -22.9% |
| Q1 2022 | $165,000 | +23.1% | 4,399 | +16.5% | 0.05% | +11.6% |
| Q4 2021 | $134,000 | +50.6% | 3,776 | +39.3% | 0.04% | -20.4% |
| Q3 2021 | $89,000 | +6.0% | 2,710 | +7.4% | 0.05% | -6.9% |
| Q2 2021 | $84,000 | -15.2% | 2,523 | -17.0% | 0.06% | -22.7% |
| Q1 2021 | $99,000 | +15.1% | 3,039 | +4.5% | 0.08% | +11.9% |
| Q4 2020 | $86,000 | +14.7% | 2,909 | +1.7% | 0.07% | +8.1% |
| Q3 2020 | $75,000 | +13.6% | 2,861 | +10.5% | 0.06% | +12.7% |
| Q2 2020 | $66,000 | +106.2% | 2,589 | +79.0% | 0.06% | +66.7% |
| Q1 2020 | $32,000 | – | 1,446 | – | 0.03% | – |
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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% |