FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 205 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $346,597 | -59.5% | 10,191 | -57.7% | 0.05% | -60.2% |
| Q1 2023 | $855,740 | +8.9% | 24,105 | +12.2% | 0.12% | +3.5% |
| Q4 2022 | $785,746 | +206.9% | 21,492 | +178.4% | 0.11% | +192.3% |
| Q2 2021 | $256,000 | -0.8% | 7,719 | -2.2% | 0.04% | -11.4% |
| Q1 2021 | $258,000 | +12.7% | 7,889 | +2.1% | 0.04% | -2.2% |
| Q4 2020 | $229,000 | -84.0% | 7,729 | -83.0% | 0.04% | -89.4% |
| Q4 2019 | $1,429,000 | +1.1% | 45,518 | 0.0% | 0.42% | -15.2% |
| Q3 2019 | $1,413,000 | +17.5% | 45,518 | +18.3% | 0.50% | +8.2% |
| Q2 2019 | $1,203,000 | – | 38,462 | – | 0.46% | – |
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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% |