FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 282 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 2024 | $257,329 | +5.8% | 6,784 | +7.3% | 0.01% | 0.0% |
| Q1 2024 | $243,272 | -22.3% | 6,322 | -27.6% | 0.01% | -33.3% |
| Q4 2023 | $313,249 | +0.7% | 8,730 | -4.6% | 0.01% | -14.3% |
| Q2 2023 | $311,221 | -93.8% | 9,151 | -93.5% | 0.01% | -94.3% |
| Q1 2023 | $4,981,190 | -5.6% | 140,315 | +0.8% | 0.24% | -8.3% |
| Q4 2022 | $5,274,568 | +7.6% | 139,244 | +3.5% | 0.27% | -4.7% |
| Q3 2022 | $4,904,000 | +593.6% | 134,514 | +583.4% | 0.28% | +580.5% |
| Q2 2022 | $707,000 | – | 19,683 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peak Capital Management LLC | 203,752 | $5,752,000 | 4.46% |
| Jaffetilchin Investment Partners, LLC | 604,423 | $17,063,000 | 3.82% |
| JFS WEALTH ADVISORS, LLC | 426,074 | $12,028,000 | 3.17% |
| Quad-Cities Investment Group, LLC | 51,745 | $1,459,000 | 1.87% |
| Family Legacy, Inc. | 66,818 | $1,886,000 | 1.74% |
| Keystone Financial Group | 95,814 | $2,709,000 | 1.50% |
| United Bank | 56,381 | $1,592,000 | 1.45% |
| XML SECURITIES, LLC | 34,812 | $983,000 | 1.22% |
| CENTAURUS FINANCIAL, INC. | 161,934 | $4,571,000 | 1.07% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 45,342 | $1,280,000 | 0.95% |