FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 234 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $799,587 | -2.4% | 23,911 | -0.7% | 0.08% | +20.9% |
| Q2 2023 | $818,855 | -5.0% | 24,076 | -0.8% | 0.07% | -23.0% |
| Q1 2023 | $861,828 | -2.9% | 24,276 | -0.0% | 0.09% | +10.1% |
| Q4 2022 | $887,626 | +13.8% | 24,278 | +0.0% | 0.08% | +6.8% |
| Q3 2022 | $780,000 | -10.6% | 24,266 | -2.1% | 0.07% | -8.6% |
| Q2 2022 | $872,000 | -6.0% | 24,794 | +0.0% | 0.08% | +14.1% |
| Q1 2022 | $928,000 | +368.7% | 24,787 | +131.0% | 0.07% | -15.5% |
| Q4 2012 | $198,000 | 0.0% | 10,729 | +4.1% | 0.08% | +1.2% |
| Q3 2012 | $198,000 | 0.0% | 10,310 | -2.6% | 0.08% | -9.8% |
| Q2 2012 | $198,000 | – | 10,586 | – | 0.09% | – |
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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% |