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 | $256,820 | -1.7% | 7,680 | 0.0% | 0.06% | +16.7% |
| Q2 2023 | $261,197 | -4.2% | 7,680 | 0.0% | 0.05% | -22.6% |
| Q1 2023 | $272,640 | +0.6% | 7,680 | +3.6% | 0.06% | -34.7% |
| Q4 2022 | $270,910 | +13.8% | 7,410 | 0.0% | 0.10% | +90.0% |
| Q3 2022 | $238,000 | -8.8% | 7,410 | 0.0% | 0.05% | -19.4% |
| Q2 2022 | $261,000 | -5.8% | 7,410 | 0.0% | 0.06% | +34.8% |
| Q1 2022 | $277,000 | +3.4% | 7,410 | -9.3% | 0.05% | -19.3% |
| Q4 2021 | $268,000 | 0.0% | 8,170 | 0.0% | 0.06% | 0.0% |
| Q3 2021 | $268,000 | +6.8% | 8,170 | +7.9% | 0.06% | +67.6% |
| Q2 2021 | $251,000 | +1.2% | 7,570 | 0.0% | 0.03% | -2.9% |
| Q1 2021 | $248,000 | – | 7,570 | – | 0.04% | – |
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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% |