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 | $298,275 | +38.7% | 8,920 | +35.7% | 0.00% | -20.0% |
| Q3 2021 | $215,000 | -1.4% | 6,571 | 0.0% | 0.01% | -37.5% |
| Q2 2021 | $218,000 | -0.5% | 6,571 | -1.9% | 0.01% | -38.5% |
| Q1 2021 | $219,000 | -46.5% | 6,696 | -57.4% | 0.01% | -67.5% |
| Q3 2020 | $409,000 | -29.5% | 15,713 | -31.4% | 0.04% | -31.0% |
| Q2 2020 | $580,000 | -0.9% | 22,902 | -12.7% | 0.06% | -37.6% |
| Q1 2020 | $585,000 | – | 26,238 | – | 0.09% | – |
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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% |