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 | $270,348 | -1.0% | 8,085 | +0.7% | 0.15% | -5.1% |
| Q2 2023 | $272,958 | -3.3% | 8,026 | +0.9% | 0.16% | -12.3% |
| Q1 2023 | $282,346 | -2.3% | 7,953 | +0.6% | 0.18% | -13.5% |
| Q4 2022 | $289,057 | +14.7% | 7,906 | +0.7% | 0.21% | +15.0% |
| Q3 2022 | $252,000 | -8.0% | 7,850 | +0.8% | 0.18% | +15.4% |
| Q2 2022 | $274,000 | -5.5% | 7,787 | +0.4% | 0.16% | +12.2% |
| Q1 2022 | $290,000 | +5.8% | 7,753 | +0.5% | 0.14% | +10.3% |
| Q4 2021 | $274,000 | +9.2% | 7,715 | +0.8% | 0.13% | -3.1% |
| Q3 2021 | $251,000 | -0.8% | 7,654 | +0.5% | 0.13% | -4.4% |
| Q2 2021 | $253,000 | +2.4% | 7,613 | +0.7% | 0.14% | -3.5% |
| Q1 2021 | $247,000 | +11.3% | 7,561 | +0.5% | 0.14% | -2.1% |
| Q4 2020 | $222,000 | -16.5% | 7,525 | -8.0% | 0.14% | -36.8% |
| Q4 2019 | $266,000 | – | 8,178 | – | 0.23% | – |
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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% |