FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 2 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $693,746 | -5.9% | 20,746 | -4.3% | 0.09% | -3.2% |
| Q2 2023 | $737,371 | -21.8% | 21,681 | -18.4% | 0.10% | -29.6% |
| Q1 2023 | $943,377 | -9.4% | 26,574 | -6.7% | 0.14% | -21.1% |
| Q4 2022 | $1,041,656 | +9.3% | 28,492 | -3.9% | 0.17% | -6.6% |
| Q3 2022 | $953,000 | -43.4% | 29,655 | -38.0% | 0.18% | -41.7% |
| Q2 2022 | $1,685,000 | -15.2% | 47,856 | -9.8% | 0.31% | -1.3% |
| Q1 2022 | $1,986,000 | -5.2% | 53,033 | -10.0% | 0.32% | -1.9% |
| Q4 2021 | $2,094,000 | +2.1% | 58,895 | -5.9% | 0.32% | -7.2% |
| Q3 2021 | $2,050,000 | -14.8% | 62,574 | -13.7% | 0.35% | -17.9% |
| Q2 2021 | $2,406,000 | +0.5% | 72,526 | -0.8% | 0.42% | -9.0% |
| Q1 2021 | $2,393,000 | +5.5% | 73,142 | -5.0% | 0.47% | -2.3% |
| Q4 2020 | $2,268,000 | +6.2% | 76,997 | -6.1% | 0.48% | -10.0% |
| Q3 2020 | $2,136,000 | -13.2% | 81,971 | -15.5% | 0.53% | -22.3% |
| Q2 2020 | $2,460,000 | -2.5% | 97,007 | -14.1% | 0.68% | -16.6% |
| Q1 2020 | $2,522,000 | -49.4% | 112,928 | -26.1% | 0.82% | -46.0% |
| Q4 2019 | $4,981,000 | +7.1% | 152,896 | +2.0% | 1.52% | -3.9% |
| Q3 2019 | $4,652,000 | +4.5% | 149,882 | +3.1% | 1.58% | -1.9% |
| Q2 2019 | $4,453,000 | +4.0% | 145,331 | +2.3% | 1.61% | -1.0% |
| Q1 2019 | $4,283,000 | +15.6% | 142,006 | +4.4% | 1.63% | -3.5% |
| Q4 2018 | $3,706,000 | – | 136,044 | – | 1.68% | – |
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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% |