Arkadios Wealth Advisors - FIRST TR MORNINGSTAR DIV LEA ownership

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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%.

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Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of FIRST TR MORNINGSTAR DIV LEA
ValueSharesWeighting
Q3 2023$1,167,814
-18.5%
34,923
-17.1%
0.11%
-33.5%
Q2 2023$1,432,191
-8.2%
42,111
-4.2%
0.17%
-10.2%
Q1 2023$1,560,184
+21.0%
43,949
+24.6%
0.19%
+8.8%
Q4 2022$1,289,627
+21.1%
35,274
+6.4%
0.17%
+6.2%
Q3 2022$1,065,000
-4.9%
33,159
+4.3%
0.16%
-3.6%
Q2 2022$1,120,000
-2.3%
31,797
+3.8%
0.17%
+11.3%
Q1 2022$1,146,000
+19.6%
30,622
+13.7%
0.15%
+18.1%
Q4 2021$958,000
+7.4%
26,937
-1.1%
0.13%
-1.6%
Q3 2021$892,000
-5.5%
27,247
-4.3%
0.13%
+12.2%
Q2 2021$944,000
+20.3%
28,474
+18.7%
0.12%
-10.9%
Q1 2021$785,000
+19.5%
23,995
+8.0%
0.13%
-6.5%
Q4 2020$657,000
-99.9%
22,215
-4.1%
0.14%
-56.1%
Q3 2020$626,111,000
+11.6%
23,155
+6.1%
0.31%
+1.0%
Q2 2020$560,923,000
-8.5%
21,834
-20.5%
0.31%
-20.5%
Q1 2020$613,280,000
-7.5%
27,464
+32.3%
0.39%
-1.5%
Q4 2019$662,665,000–20,754–0.40%–
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Other shareholders
FIRST TR MORNINGSTAR DIV LEA shareholders Q1 2022
NameSharesValueWeighting ↓
Spectrum Wealth Advisory Group, LLC 259,140$8,665,62611.99%
Alpha Omega Group, Inc. 168,882$5,647,41410.70%
Sterling Manor Financial, LLC 341,544$11,421,22710.34%
Kowal Investment Group, LLC 1,080,205$36,122,0569.75%
AIFG Consultants Ltd. 334,571$11,188,0689.28%
Summit Financial Wealth Advisors, LLC 752,103$24,856,9966.10%
HC Advisors, LLC 305,121$10,203,2466.06%
Southland Equity Partners LLC 407,741$13,634,8654.69%
HFG Advisors, Inc. 119,163$3,984,8144.36%
TRUE Private Wealth Advisors 892,276$29,837,7254.14%
View complete list of FIRST TR MORNINGSTAR DIV LEA shareholders