FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 349 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $440,699 | -2.1% | 13,179 | -0.4% | 0.02% | 0.0% |
| Q2 2023 | $450,115 | -4.9% | 13,235 | -0.7% | 0.02% | -24.1% |
| Q1 2023 | $473,066 | -3.3% | 13,326 | -0.5% | 0.03% | -17.1% |
| Q4 2022 | $489,421 | +17.1% | 13,387 | +2.9% | 0.04% | +2.9% |
| Q3 2022 | $418,000 | +21.5% | 13,016 | +33.2% | 0.03% | +17.2% |
| Q2 2022 | $344,000 | +28.8% | 9,775 | +36.9% | 0.03% | +52.6% |
| Q1 2022 | $267,000 | -16.0% | 7,139 | -20.1% | 0.02% | -20.8% |
| Q4 2021 | $318,000 | – | 8,937 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spectrum Wealth Advisory Group, LLC | 255,088 | $8,675,523 | 11.50% |
| Alpha Omega Group, Inc. | 161,774 | $5,501,934 | 10.19% |
| AIFG Consultants Ltd. | 363,732 | $12,370,533 | 9.93% |
| Kowal Investment Group, LLC | 1,023,026 | $34,793,116 | 9.31% |
| Sterling Manor Financial, LLC | 299,870 | $10,198,574 | 8.61% |
| Summit Financial Wealth Advisors, LLC | 824,616 | $28,045,178 | 6.48% |
| HC Advisors, LLC | 298,991 | $10,168,684 | 5.90% |
| Southland Equity Partners LLC | 403,530 | $13,724,059 | 4.63% |
| TRUE Private Wealth Advisors | 892,778 | $30,363,368 | 4.48% |
| HFG Advisors, Inc. | 122,834 | $4,177,581 | 4.41% |