FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 286 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,341,469 | -1.3% | 70,020 | +0.4% | 0.56% | -2.1% |
| Q2 2023 | $2,372,368 | -1.0% | 69,755 | +4.3% | 0.58% | -8.9% |
| Q1 2023 | $2,396,047 | +6.9% | 66,854 | +9.1% | 0.63% | -9.2% |
| Q4 2022 | $2,240,470 | +32.6% | 61,282 | +23.6% | 0.70% | +32.3% |
| Q3 2022 | $1,690,000 | -2.0% | 49,564 | +1.2% | 0.53% | -1.3% |
| Q2 2022 | $1,725,000 | +43.3% | 48,990 | +52.4% | 0.53% | +75.9% |
| Q1 2022 | $1,204,000 | +6.2% | 32,152 | +0.9% | 0.30% | +17.0% |
| Q4 2021 | $1,134,000 | -1.8% | 31,879 | -9.6% | 0.26% | -7.8% |
| Q3 2021 | $1,155,000 | -13.4% | 35,245 | -12.2% | 0.28% | -11.1% |
| Q2 2021 | $1,333,000 | -4.0% | 40,162 | -5.4% | 0.32% | -13.7% |
| Q1 2021 | $1,389,000 | -0.4% | 42,458 | -9.9% | 0.37% | -16.8% |
| Q4 2020 | $1,394,000 | -15.1% | 47,112 | -25.2% | 0.44% | -26.4% |
| Q3 2020 | $1,642,000 | -7.7% | 62,996 | -10.5% | 0.60% | -10.5% |
| Q2 2020 | $1,779,000 | +18.0% | 70,383 | +4.2% | 0.67% | -3.7% |
| Q1 2020 | $1,508,000 | -67.5% | 67,514 | -52.6% | 0.69% | -20.1% |
| Q4 2019 | $4,642,000 | +180.8% | 142,489 | +167.6% | 0.87% | +17.1% |
| Q3 2019 | $1,653,000 | +14.2% | 53,247 | +12.7% | 0.74% | +12.3% |
| Q2 2019 | $1,448,000 | +15.8% | 47,245 | +14.0% | 0.66% | +9.8% |
| Q1 2019 | $1,250,000 | +28.7% | 41,430 | +16.3% | 0.60% | +0.8% |
| Q4 2018 | $971,000 | – | 35,630 | – | 0.60% | – |
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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% |