FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 234 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $162,000 | +45.9% | 5,054 | +60.4% | 0.12% | +36.4% |
| Q2 2022 | $111,000 | +136.2% | 3,151 | +136.0% | 0.09% | +144.4% |
| Q4 2021 | $47,000 | +4.4% | 1,335 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $45,000 | -8.2% | 1,335 | -10.1% | 0.04% | +2.9% |
| Q2 2021 | $49,000 | -24.6% | 1,485 | -25.5% | 0.04% | -31.4% |
| Q1 2021 | $65,000 | +333.3% | 1,993 | +292.3% | 0.05% | +410.0% |
| Q3 2018 | $15,000 | -37.5% | 508 | -40.4% | 0.01% | -41.2% |
| Q2 2018 | $24,000 | 0.0% | 853 | 0.0% | 0.02% | -5.6% |
| Q1 2018 | $24,000 | -7.7% | 853 | 0.0% | 0.02% | -5.3% |
| Q4 2017 | $26,000 | – | 853 | – | 0.02% | – |
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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% |