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 | $2,061,720 | -1.8% | 61,654 | -0.1% | 1.38% | +1.0% |
| Q2 2023 | $2,099,639 | -9.6% | 61,736 | -5.6% | 1.37% | -14.7% |
| Q1 2023 | $2,321,436 | -5.9% | 65,393 | -3.1% | 1.61% | -11.6% |
| Q4 2022 | $2,466,885 | +36.1% | 67,475 | +19.5% | 1.82% | +29.1% |
| Q3 2022 | $1,813,000 | -3.4% | 56,442 | +5.9% | 1.41% | +1.1% |
| Q2 2022 | $1,877,000 | -6.2% | 53,288 | -0.3% | 1.39% | +8.8% |
| Q1 2022 | $2,000,000 | +3.6% | 53,422 | -1.6% | 1.28% | +6.1% |
| Q4 2021 | $1,930,000 | +6.0% | 54,284 | -2.3% | 1.20% | -5.3% |
| Q3 2021 | $1,820,000 | -3.0% | 55,541 | -1.8% | 1.27% | -0.2% |
| Q2 2021 | $1,876,000 | -9.5% | 56,544 | -10.8% | 1.28% | -19.0% |
| Q1 2021 | $2,074,000 | +10.6% | 63,374 | -0.0% | 1.57% | +2.1% |
| Q4 2020 | $1,876,000 | +10.8% | 63,398 | -2.4% | 1.54% | -4.7% |
| Q3 2020 | $1,693,000 | +0.1% | 64,955 | -2.6% | 1.62% | -6.9% |
| Q2 2020 | $1,692,000 | +9.4% | 66,708 | -3.7% | 1.74% | -12.1% |
| Q1 2020 | $1,547,000 | -27.3% | 69,298 | +6.4% | 1.98% | -2.2% |
| Q4 2019 | $2,127,000 | +7.6% | 65,130 | +2.0% | 2.02% | +21.1% |
| Q3 2019 | $1,977,000 | +14.4% | 63,822 | +13.1% | 1.67% | +10.7% |
| Q2 2019 | $1,728,000 | +6.1% | 56,425 | +4.4% | 1.51% | +2.0% |
| Q1 2019 | $1,629,000 | +17.1% | 54,022 | +5.6% | 1.48% | +3.6% |
| Q4 2018 | $1,391,000 | -8.1% | 51,142 | +0.9% | 1.43% | +7.2% |
| Q3 2018 | $1,514,000 | +4.3% | 50,666 | -0.2% | 1.33% | -1.2% |
| Q2 2018 | $1,451,000 | -0.5% | 50,776 | -1.9% | 1.35% | -27.8% |
| Q1 2018 | $1,459,000 | – | 51,745 | – | 1.87% | – |
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% |