FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 234 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $554,000 | +16.6% | 14,802 | +3.4% | 0.04% | -8.7% |
| Q2 2021 | $475,000 | +2.4% | 14,319 | +0.9% | 0.05% | +9.5% |
| Q1 2021 | $464,000 | -55.6% | 14,187 | -65.6% | 0.04% | -77.5% |
| Q2 2020 | $1,044,000 | +9.8% | 41,186 | -3.3% | 0.19% | +32.6% |
| Q1 2020 | $951,000 | +14.3% | 42,572 | +66.7% | 0.14% | -42.0% |
| Q4 2019 | $832,000 | +77.4% | 25,545 | +69.0% | 0.24% | +68.8% |
| Q3 2019 | $469,000 | +81.8% | 15,119 | +76.7% | 0.14% | +140.0% |
| Q1 2019 | $258,000 | +11.7% | 8,554 | +0.9% | 0.06% | -16.7% |
| Q4 2018 | $231,000 | -7.6% | 8,476 | +0.9% | 0.07% | +10.8% |
| Q3 2018 | $250,000 | +4.6% | 8,402 | +0.5% | 0.06% | -1.5% |
| Q2 2018 | $239,000 | +0.4% | 8,359 | -0.9% | 0.07% | -9.6% |
| Q1 2018 | $238,000 | -93.1% | 8,436 | -56.8% | 0.07% | -85.9% |
| Q4 2017 | $3,432,000 | +969.2% | 19,534 | +76.5% | 0.52% | +410.9% |
| Q3 2017 | $321,000 | – | 11,066 | – | 0.10% | – |
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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% |