Lion Street Advisors, LLC - FIRST TR MORNINGSTAR DIV LEA ownership

FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 349 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Lion Street Advisors, LLC ownership history of FIRST TR MORNINGSTAR DIV LEA
ValueSharesWeighting
Q3 2023$787,411
-9.3%
23,547
-3.7%
0.26%
-4.5%
Q1 2023$867,951
+233.8%
24,449
+204.1%
0.27%
+106.9%
Q3 2022$260,0008,0410.13%
Other shareholders
FIRST TR MORNINGSTAR DIV LEA shareholders Q4 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