FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 279 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $498 | -14.4% | 14,652 | -10.7% | 0.04% | -6.4% |
| Q1 2023 | $582 | -100.0% | 16,408 | +31.6% | 0.05% | +17.5% |
| Q4 2022 | $455,830,080 | +113573.3% | 12,468 | 0.0% | 0.04% | +2.6% |
| Q3 2022 | $401,000 | +34.1% | 12,468 | +47.1% | 0.04% | +30.0% |
| Q2 2022 | $299,000 | -30.3% | 8,478 | -35.3% | 0.03% | -36.2% |
| Q3 2021 | $429,000 | -0.9% | 13,099 | +0.3% | 0.05% | -23.0% |
| Q2 2021 | $433,000 | -2.5% | 13,058 | -3.7% | 0.06% | +7.0% |
| Q1 2021 | $444,000 | +2.1% | 13,566 | -7.8% | 0.06% | -8.1% |
| Q4 2020 | $435,000 | – | 14,712 | – | 0.06% | – |
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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% |