FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 205 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,550,996 | -1.8% | 40,891 | -0.4% | 0.14% | +0.7% |
| Q1 2024 | $1,579,185 | +4.2% | 41,039 | -2.9% | 0.14% | +3.6% |
| Q4 2023 | $1,515,738 | -34.1% | 42,245 | -38.6% | 0.14% | -39.3% |
| Q3 2023 | $2,301,625 | -2.8% | 68,828 | -1.1% | 0.23% | -6.1% |
| Q2 2023 | $2,366,900 | -27.1% | 69,594 | -23.8% | 0.24% | -30.1% |
| Q1 2023 | $3,247,953 | -0.1% | 91,283 | +2.7% | 0.35% | -0.9% |
| Q4 2022 | $3,250,819 | +22.5% | 88,917 | +7.7% | 0.35% | +13.5% |
| Q3 2022 | $2,654,000 | -0.2% | 82,592 | +9.4% | 0.31% | +6.9% |
| Q2 2022 | $2,659,000 | +18.8% | 75,507 | +26.2% | 0.29% | +36.2% |
| Q1 2022 | $2,239,000 | +106.0% | 59,810 | +95.6% | 0.21% | +117.3% |
| Q4 2021 | $1,087,000 | +20.8% | 30,576 | +11.2% | 0.10% | +12.6% |
| Q3 2021 | $900,000 | +20.8% | 27,492 | +22.4% | 0.09% | +22.5% |
| Q2 2021 | $745,000 | – | 22,461 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spectrum Wealth Advisory Group, LLC | 255,088 | $8,675,523 | 11.50% |
| Alpha Omega Group, Inc. | 161,774 | $5,501,934 | 10.19% |
| AIFG Consultants Ltd. | 363,732 | $12,370,533 | 9.93% |
| Kowal Investment Group, LLC | 1,023,026 | $34,793,116 | 9.31% |
| Sterling Manor Financial, LLC | 299,870 | $10,198,574 | 8.61% |
| Summit Financial Wealth Advisors, LLC | 824,616 | $28,045,178 | 6.48% |
| HC Advisors, LLC | 298,991 | $10,168,684 | 5.90% |
| Southland Equity Partners LLC | 403,530 | $13,724,059 | 4.63% |
| TRUE Private Wealth Advisors | 892,778 | $30,363,368 | 4.48% |
| HFG Advisors, Inc. | 122,834 | $4,177,581 | 4.41% |