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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,856,996 | -11.4% | 752,103 | -8.8% | 6.10% | -5.8% |
| Q2 2023 | $28,045,178 | -5.0% | 824,616 | -0.8% | 6.48% | -7.4% |
| Q1 2023 | $29,509,642 | +92.7% | 831,258 | +98.4% | 7.00% | +89.3% |
| Q4 2022 | $15,315,971 | +8.1% | 418,927 | +5.6% | 3.70% | -9.2% |
| Q3 2022 | $14,170,000 | +116.8% | 396,699 | +116.6% | 4.07% | +160.4% |
| Q2 2022 | $6,537,000 | +22441.4% | 183,106 | +15158.8% | 1.56% | +7715.0% |
| Q4 2014 | $29,000 | – | 1,200 | – | 0.02% | – |
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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% |