FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 190 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $29,837,725 | -1.7% | 892,276 | -0.1% | 4.14% | -7.6% |
Q2 2023 | $30,363,368 | +3.5% | 892,778 | +8.0% | 4.48% | +3.3% |
Q1 2023 | $29,336,784 | +85.3% | 826,388 | +90.8% | 4.34% | +78.1% |
Q4 2022 | $15,833,922 | – | 433,094 | +3609016.7% | 2.44% | – |
Q4 2020 | $0 | – | 12 | 0.0% | 0.00% | – |
Q3 2020 | $0 | – | 12 | 0.0% | 0.00% | – |
Q2 2020 | $0 | – | 12 | 0.0% | 0.00% | – |
Q1 2020 | $0 | – | 12 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Spectrum Wealth Advisory Group, LLC | 255,088 | $8,675,523 | 11.50% |
Alpha Omega Group, Inc. | 161,774 | $5,501,934 | 10.19% |
AIFG Consultants Ltd. | 363,732 | $12,370,533 | 9.93% |
Kowal Investment Group, LLC | 1,023,026 | $34,793,116 | 9.31% |
Sterling Manor Financial, LLC | 299,870 | $10,198,574 | 8.61% |
Summit Financial Wealth Advisors, LLC | 824,616 | $28,045,178 | 6.48% |
HC Advisors, LLC | 298,991 | $10,168,684 | 5.90% |
Southland Equity Partners LLC | 403,530 | $13,724,059 | 4.63% |
TRUE Private Wealth Advisors | 892,778 | $30,363,368 | 4.48% |
HFG Advisors, Inc. | 122,834 | $4,177,581 | 4.41% |