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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,218,162 | -47.0% | 94,624 | -44.7% | 2.97% | -58.8% |
| Q1 2023 | $6,071,281 | +161.4% | 171,022 | +169.2% | 7.20% | +248.2% |
| Q4 2022 | $2,322,730 | -29.8% | 63,532 | -38.3% | 2.07% | -44.2% |
| Q3 2022 | $3,308,000 | +1505.8% | 102,954 | +1181.3% | 3.70% | +1462.9% |
| Q1 2016 | $206,000 | -62.5% | 8,035 | -66.0% | 0.24% | -62.2% |
| Q1 2015 | $550,000 | +48.2% | 23,644 | +53.7% | 0.63% | +34.8% |
| Q4 2014 | $371,000 | – | 15,388 | – | 0.46% | – |
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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% |