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 | $133,559 | -1.7% | 3,994 | 0.0% | 0.09% | +5.9% |
| Q2 2023 | $135,835 | -4.2% | 3,994 | 0.0% | 0.08% | -11.5% |
| Q1 2023 | $141,787 | -2.2% | 3,994 | 0.0% | 0.10% | -14.3% |
| Q4 2022 | $145,022 | +9.9% | 3,994 | 0.0% | 0.11% | +8.7% |
| Q3 2022 | $132,000 | -6.4% | 3,994 | 0.0% | 0.10% | +1.0% |
| Q2 2022 | $141,000 | -6.6% | 3,994 | 0.0% | 0.10% | +9.7% |
| Q1 2022 | $151,000 | +6.3% | 3,994 | 0.0% | 0.09% | +10.7% |
| Q4 2021 | $142,000 | +7.6% | 3,994 | 0.0% | 0.08% | +3.7% |
| Q3 2021 | $132,000 | -30.2% | 3,994 | -29.9% | 0.08% | -29.6% |
| Q2 2021 | $189,000 | +1.1% | 5,694 | 0.0% | 0.12% | -0.9% |
| Q1 2021 | $187,000 | +9.4% | 5,694 | 0.0% | 0.12% | +10.5% |
| Q4 2020 | $171,000 | +15.5% | 5,694 | 0.0% | 0.10% | +1.9% |
| Q3 2020 | $148,000 | -17.3% | 5,694 | -19.2% | 0.10% | -44.0% |
| Q2 2020 | $179,000 | +3.5% | 7,044 | 0.0% | 0.18% | +2.2% |
| Q1 2020 | $173,000 | -24.5% | 7,044 | 0.0% | 0.18% | +1.7% |
| Q4 2019 | $229,000 | – | 7,044 | – | 0.18% | – |
Download | ||||||
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% |