FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 279 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $162,000 | +5.2% | 4,328 | 0.0% | 0.05% | +6.2% |
| Q4 2021 | $154,000 | +8.5% | 4,328 | 0.0% | 0.05% | -2.0% |
| Q3 2021 | $142,000 | -1.4% | 4,328 | 0.0% | 0.05% | -2.0% |
| Q2 2021 | $144,000 | +1.4% | 4,328 | 0.0% | 0.05% | -9.1% |
| Q1 2021 | $142,000 | +10.9% | 4,328 | 0.0% | 0.06% | -3.5% |
| Q4 2020 | $128,000 | +13.3% | 4,328 | 0.0% | 0.06% | +1.8% |
| Q3 2020 | $113,000 | +2.7% | 4,328 | 0.0% | 0.06% | -5.1% |
| Q2 2020 | $110,000 | +13.4% | 4,328 | 0.0% | 0.06% | -7.8% |
| Q1 2020 | $97,000 | -31.2% | 4,328 | 0.0% | 0.06% | -20.0% |
| Q4 2019 | $141,000 | +5.2% | 4,328 | 0.0% | 0.08% | -1.2% |
| Q3 2019 | $134,000 | +0.8% | 4,328 | 0.0% | 0.08% | 0.0% |
| Q2 2019 | $133,000 | +1.5% | 4,328 | 0.0% | 0.08% | -3.6% |
| Q1 2019 | $131,000 | +11.0% | 4,328 | 0.0% | 0.08% | -1.2% |
| Q4 2018 | $118,000 | -6.3% | 4,328 | 0.0% | 0.08% | +1.2% |
| Q3 2018 | $126,000 | +1.6% | 4,328 | 0.0% | 0.08% | -7.7% |
| Q2 2018 | $124,000 | +1.6% | 4,328 | 0.0% | 0.09% | -2.2% |
| Q1 2018 | $122,000 | – | 4,328 | – | 0.09% | – |
Download | ||||||
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% |