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 | $430,306 | -22.4% | 12,868 | -21.0% | 0.00% | -50.0% |
| Q2 2023 | $554,226 | +49.8% | 16,296 | +61.0% | 0.00% | 0.0% |
| Q4 2022 | $370,097 | -61.0% | 10,123 | -65.8% | 0.00% | -66.7% |
| Q3 2022 | $950,000 | -77.8% | 29,566 | -75.7% | 0.01% | -81.2% |
| Q2 2022 | $4,277,000 | +11.8% | 121,438 | +18.9% | 0.03% | 0.0% |
| Q1 2022 | $3,825,000 | -3.0% | 102,163 | -14.0% | 0.03% | -28.9% |
| Q2 2021 | $3,943,000 | +850.1% | 118,843 | +837.3% | 0.04% | +542.9% |
| Q1 2021 | $415,000 | -85.1% | 12,679 | -86.5% | 0.01% | -82.1% |
| Q4 2020 | $2,777,000 | +362.8% | 93,845 | +249.3% | 0.04% | +56.0% |
| Q1 2020 | $600,000 | -81.6% | 26,863 | -73.2% | 0.02% | -75.7% |
| Q4 2019 | $3,268,000 | – | 100,311 | – | 0.10% | – |
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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% |