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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |