FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 286 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $983,372 | -0.6% | 29,407 | +1.1% | 0.06% | +6.8% |
Q2 2023 | $988,877 | +24.9% | 29,076 | +30.4% | 0.06% | +13.5% |
Q1 2023 | $791,544 | +95.0% | 22,297 | +100.8% | 0.05% | +73.3% |
Q4 2022 | $405,999 | +49.8% | 11,105 | +31.6% | 0.03% | +15.4% |
Q3 2022 | $271,000 | -83.9% | 8,438 | -44.5% | 0.03% | -87.6% |
Q4 2018 | $1,683,000 | +658.1% | 15,212 | +98.5% | 0.21% | +950.0% |
Q3 2017 | $222,000 | -27.9% | 7,663 | -28.5% | 0.02% | -57.4% |
Q2 2017 | $308,000 | 0.0% | 10,720 | 0.0% | 0.05% | +51.6% |
Q1 2017 | $308,000 | – | 10,720 | – | 0.03% | – |
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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% |