FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 206 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $241,049 | -9.5% | 7,486 | 0.0% | 0.08% | 0.0% |
| Q2 2023 | $266,427 | -6.0% | 7,486 | -6.3% | 0.08% | -15.1% |
| Q1 2023 | $283,503 | -6.1% | 7,986 | -0.1% | 0.09% | -10.6% |
| Q4 2022 | $301,769 | +6.3% | 7,996 | +1.4% | 0.10% | -3.7% |
| Q3 2022 | $284,000 | +2.2% | 7,885 | 0.0% | 0.11% | -3.6% |
| Q2 2022 | $278,000 | -2.5% | 7,885 | +5.7% | 0.11% | +10.9% |
| Q1 2022 | $285,000 | +11.3% | 7,460 | +3.8% | 0.10% | 0.0% |
| Q4 2021 | $256,000 | +8.5% | 7,190 | 0.0% | 0.10% | -11.4% |
| Q3 2021 | $236,000 | -1.3% | 7,190 | 0.0% | 0.11% | +0.9% |
| Q2 2021 | $239,000 | +1.3% | 7,190 | 0.0% | 0.11% | -5.0% |
| Q1 2021 | $236,000 | – | 7,190 | – | 0.12% | – |
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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% |