FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 215 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,145,888 | -4.4% | 333,310 | -2.7% | 0.20% | -1.5% |
| Q2 2023 | $11,654,524 | +91740.2% | 342,680 | -4.1% | 0.20% | -23.7% |
| Q1 2023 | $12,690 | +46.5% | 357,460 | +50.9% | 0.26% | +11.5% |
| Q4 2022 | $8,661 | -99.1% | 236,908 | +698.7% | 0.24% | +683.3% |
| Q3 2022 | $953,000 | +68.7% | 29,663 | +85.0% | 0.03% | +66.7% |
| Q2 2022 | $565,000 | +161.6% | 16,033 | +177.5% | 0.02% | +157.1% |
| Q1 2022 | $216,000 | -66.6% | 5,777 | -68.3% | 0.01% | -63.2% |
| Q4 2021 | $647,000 | +4.9% | 18,207 | -3.3% | 0.02% | -5.0% |
| Q3 2021 | $617,000 | +88.7% | 18,826 | +91.0% | 0.02% | +66.7% |
| Q2 2021 | $327,000 | – | 9,858 | – | 0.01% | – |
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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% |