FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 215 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $77,954,253 | -2.5% | 2,330,913 | -0.9% | 0.12% | -20.1% |
| Q2 2023 | $79,957,223 | +2.2% | 2,350,970 | +6.7% | 0.14% | -2.0% |
| Q1 2023 | $78,229,939 | +7.5% | 2,203,377 | +10.7% | 0.15% | 0.0% |
| Q4 2022 | $72,784,925 | +150.5% | 1,990,763 | +120.1% | 0.15% | +122.7% |
| Q3 2022 | $29,056,000 | -7.9% | 904,351 | +0.9% | 0.07% | -5.7% |
| Q2 2022 | $31,552,000 | +92.5% | 895,894 | +121.6% | 0.07% | +118.8% |
| Q1 2022 | $16,391,000 | +24.7% | 404,264 | +9.3% | 0.03% | +28.0% |
| Q4 2021 | $13,148,000 | +5.0% | 369,716 | -3.3% | 0.02% | -3.8% |
| Q3 2021 | $12,524,000 | -9.3% | 382,186 | -8.2% | 0.03% | -13.3% |
| Q2 2021 | $13,808,000 | -9.8% | 416,105 | -11.0% | 0.03% | -18.9% |
| Q1 2021 | $15,306,000 | -5.4% | 467,764 | -14.5% | 0.04% | -14.0% |
| Q4 2020 | $16,184,000 | +4.9% | 546,930 | -7.7% | 0.04% | -6.5% |
| Q3 2020 | $15,430,000 | -8.7% | 592,494 | -11.1% | 0.05% | -19.3% |
| Q2 2020 | $16,907,000 | +2.5% | 666,522 | -21.3% | 0.06% | -16.2% |
| Q1 2020 | $16,493,000 | – | 846,487 | – | 0.07% | – |
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% |