FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 203 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $263,474 | -2.5% | 7,879 | -0.8% | 0.11% | 0.0% |
| Q2 2023 | $270,175 | -25.7% | 7,944 | -22.4% | 0.11% | -31.3% |
| Q1 2023 | $363,520 | -5.2% | 10,240 | -2.3% | 0.17% | -14.0% |
| Q4 2022 | $383,368 | +0.4% | 10,486 | -11.9% | 0.19% | -7.7% |
| Q3 2022 | $382,000 | -12.4% | 11,901 | -3.9% | 0.21% | -5.0% |
| Q2 2022 | $436,000 | -12.4% | 12,389 | -6.9% | 0.22% | +4.8% |
| Q1 2022 | $498,000 | -5.3% | 13,313 | -9.9% | 0.21% | -2.3% |
| Q4 2021 | $526,000 | +11.2% | 14,783 | +2.3% | 0.22% | +3.4% |
| Q3 2021 | $473,000 | -1.5% | 14,453 | -0.1% | 0.21% | -1.9% |
| Q2 2021 | $480,000 | +1.1% | 14,473 | -0.2% | 0.21% | +3.9% |
| Q1 2021 | $475,000 | +3.0% | 14,502 | -6.9% | 0.20% | -1.9% |
| Q4 2020 | $461,000 | +11.4% | 15,578 | -1.9% | 0.21% | +10.6% |
| Q3 2020 | $414,000 | -36.7% | 15,883 | -38.4% | 0.19% | -42.3% |
| Q2 2020 | $654,000 | +13.1% | 25,796 | -0.4% | 0.33% | -6.6% |
| Q1 2020 | $578,000 | -35.8% | 25,894 | -9.7% | 0.35% | -4.9% |
| Q4 2019 | $901,000 | -8.7% | 28,684 | -6.6% | 0.37% | -12.8% |
| Q3 2019 | $987,000 | -3.0% | 30,719 | -7.1% | 0.42% | -8.1% |
| Q2 2019 | $1,018,000 | -4.1% | 33,051 | -5.4% | 0.46% | -8.6% |
| Q1 2019 | $1,062,000 | – | 34,937 | – | 0.50% | – |
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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% |