FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 234 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,006,700 | +1.6% | 30,105 | +3.3% | 0.08% | 0.0% |
| Q2 2023 | $990,825 | -14.4% | 29,133 | -10.6% | 0.08% | -21.3% |
| Q1 2023 | $1,156,967 | +9.4% | 32,590 | +12.7% | 0.11% | 0.0% |
| Q4 2022 | $1,057,609 | -5.7% | 28,928 | -17.1% | 0.11% | +68.8% |
| Q3 2022 | $1,121,000 | -4.8% | 34,914 | +4.5% | 0.06% | -5.9% |
| Q2 2022 | $1,177,000 | +43.9% | 33,399 | +53.0% | 0.07% | +70.0% |
| Q1 2022 | $818,000 | +107.1% | 21,834 | +96.2% | 0.04% | +2.6% |
| Q4 2021 | $395,000 | +10.6% | 11,130 | +3.6% | 0.04% | +5.4% |
| Q2 2021 | $357,000 | +1.7% | 10,748 | +0.1% | 0.04% | -21.3% |
| Q1 2021 | $351,000 | +8.0% | 10,734 | -2.2% | 0.05% | -2.1% |
| Q4 2020 | $325,000 | +41.3% | 10,975 | +24.2% | 0.05% | +26.3% |
| Q3 2020 | $230,000 | +11.7% | 8,833 | +8.7% | 0.04% | +2.7% |
| Q2 2020 | $206,000 | -55.1% | 8,125 | -60.5% | 0.04% | -64.8% |
| Q1 2020 | $459,000 | -30.3% | 20,572 | +1.7% | 0.10% | +5.0% |
| Q4 2019 | $659,000 | +16.8% | 20,221 | +11.1% | 0.10% | -14.5% |
| Q3 2019 | $564,000 | +1.3% | 18,204 | 0.0% | 0.12% | +60.3% |
| Q2 2019 | $557,000 | +6.3% | 18,204 | +4.7% | 0.07% | -37.6% |
| Q1 2019 | $524,000 | +9.4% | 17,383 | -1.3% | 0.12% | -9.3% |
| Q4 2018 | $479,000 | – | 17,610 | – | 0.13% | – |
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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% |