FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 349 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,843,082 | +32.5% | 144,829 | +34.8% | 3.12% | +49.6% |
| Q2 2023 | $3,655,240 | +1.3% | 107,475 | +5.7% | 2.08% | -25.4% |
| Q1 2023 | $3,609,401 | +2.1% | 101,673 | +5.2% | 2.79% | -26.1% |
| Q4 2022 | $3,533,543 | +9.0% | 96,651 | -4.2% | 3.78% | -4.9% |
| Q3 2022 | $3,242,000 | -10.9% | 100,907 | -2.4% | 3.97% | +42.3% |
| Q2 2022 | $3,640,000 | -3.7% | 103,358 | +2.4% | 2.79% | +23.3% |
| Q1 2022 | $3,778,000 | +3.9% | 100,927 | -1.3% | 2.26% | +47.6% |
| Q4 2021 | $3,637,000 | +28.6% | 102,294 | +18.5% | 1.53% | +32.6% |
| Q3 2021 | $2,829,000 | +4.0% | 86,358 | +5.4% | 1.16% | +1.1% |
| Q2 2021 | $2,719,000 | +0.6% | 81,966 | -0.8% | 1.14% | -6.2% |
| Q1 2021 | $2,704,000 | +3.0% | 82,649 | -6.8% | 1.22% | -9.8% |
| Q4 2020 | $2,624,000 | -8.2% | 88,698 | -19.1% | 1.35% | -17.5% |
| Q3 2020 | $2,857,000 | -5.6% | 109,645 | -8.1% | 1.64% | -8.6% |
| Q2 2020 | $3,025,000 | +55.8% | 119,297 | +37.1% | 1.79% | -30.7% |
| Q1 2020 | $1,942,000 | -55.9% | 86,985 | -35.6% | 2.58% | +10.6% |
| Q4 2019 | $4,402,000 | +61.2% | 135,139 | +51.4% | 2.34% | +70.7% |
| Q3 2019 | $2,730,000 | +10.2% | 89,264 | +10.6% | 1.37% | -2.9% |
| Q2 2019 | $2,478,000 | +4.7% | 80,709 | +3.6% | 1.41% | +2.7% |
| Q1 2019 | $2,367,000 | +14.4% | 77,918 | +5.1% | 1.37% | -27.9% |
| Q4 2018 | $2,069,000 | – | 74,112 | – | 1.91% | – |
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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% |