Institute for Wealth Management, LLC. - FIRST TR MORNINGSTAR DIV LEA ownership

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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%.

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Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of FIRST TR MORNINGSTAR DIV LEA
ValueSharesWeighting
Q3 2023$223,033
-2.0%
6,670
-0.3%
0.04%
+5.3%
Q2 2023$227,481
-4.2%
6,6890.0%0.04%
-15.6%
Q1 2023$237,446
-2.9%
6,6890.0%0.04%
-11.8%
Q4 2022$244,536
+12.2%
6,689
-1.4%
0.05%
+4.1%
Q3 2022$218,000
-8.8%
6,7820.0%0.05%
+4.3%
Q2 2022$239,000
-5.9%
6,7820.0%0.05%
+14.6%
Q1 2022$254,000
+5.4%
6,7820.0%0.04%
+5.1%
Q4 2021$241,000
+8.6%
6,7820.0%0.04%0.0%
Q3 2021$222,000
-1.3%
6,7820.0%0.04%
-2.5%
Q2 2021$225,000
+1.4%
6,7820.0%0.04%
-4.8%
Q1 2021$222,000
+10.4%
6,7820.0%0.04%
+5.0%
Q4 2020$201,000
-30.9%
6,782
-24.1%
0.04%
-39.4%
Q4 2019$291,000
+5.1%
8,9320.0%0.07%
-5.7%
Q3 2019$277,000
-8.0%
8,932
-9.2%
0.07%
+4.5%
Q2 2019$301,000
+12.3%
9,840
+10.9%
0.07%
+15.5%
Q1 2019$268,000
+28.8%
8,872
+28.3%
0.06%
+20.8%
Q4 2017$208,000–6,916–0.05%–
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Other shareholders
FIRST TR MORNINGSTAR DIV LEA shareholders Q4 2021
NameSharesValueWeighting ↓
Spectrum Wealth Advisory Group, LLC 255,088$8,675,52311.50%
Alpha Omega Group, Inc. 161,774$5,501,93410.19%
AIFG Consultants Ltd. 363,732$12,370,5339.93%
Kowal Investment Group, LLC 1,023,026$34,793,1169.31%
Sterling Manor Financial, LLC 299,870$10,198,5748.61%
Summit Financial Wealth Advisors, LLC 824,616$28,045,1786.48%
HC Advisors, LLC 298,991$10,168,6845.90%
Southland Equity Partners LLC 403,530$13,724,0594.63%
TRUE Private Wealth Advisors 892,778$30,363,3684.48%
HFG Advisors, Inc. 122,834$4,177,5814.41%
View complete list of FIRST TR MORNINGSTAR DIV LEA shareholders