FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 337 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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% | – |
Download | ||||||
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% |