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 | $739,462 | -10.1% | 22,113 | -8.6% | 0.08% | -3.4% |
| Q2 2023 | $822,580 | -4.1% | 24,186 | +0.1% | 0.09% | -6.5% |
| Q1 2023 | $857,449 | +1.5% | 24,153 | +0.6% | 0.09% | -7.9% |
| Q2 2022 | $845,000 | -5.9% | 24,006 | +0.1% | 0.10% | +13.5% |
| Q1 2022 | $898,000 | +5.5% | 23,976 | +0.1% | 0.09% | +4.7% |
| Q4 2021 | $851,000 | +8.7% | 23,942 | +0.1% | 0.08% | +2.4% |
| Q3 2021 | $783,000 | +8.3% | 23,916 | +9.7% | 0.08% | +6.4% |
| Q2 2021 | $723,000 | +27.7% | 21,798 | +26.0% | 0.08% | +9.9% |
| Q1 2021 | $566,000 | – | 17,300 | – | 0.07% | – |
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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% |