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 | $4,087,014 | -7.1% | 122,219 | -5.5% | 0.05% | +4.3% |
| Q2 2023 | $4,399,443 | -10.8% | 129,357 | -6.9% | 0.05% | -23.0% |
| Q1 2023 | $4,930,479 | +5.9% | 138,887 | +9.1% | 0.06% | -62.6% |
| Q4 2022 | $4,653,917 | +53.8% | 127,295 | +35.1% | 0.16% | +35.8% |
| Q3 2022 | $3,026,000 | +80.2% | 94,194 | +97.6% | 0.12% | +79.1% |
| Q2 2022 | $1,679,000 | +553.3% | 47,671 | +595.2% | 0.07% | +644.4% |
| Q1 2022 | $257,000 | -19.9% | 6,857 | -36.8% | 0.01% | -40.0% |
| Q4 2020 | $321,000 | +11.1% | 10,856 | -2.3% | 0.02% | 0.0% |
| Q3 2020 | $289,000 | +7.0% | 11,108 | +4.1% | 0.02% | 0.0% |
| Q2 2020 | $270,000 | +13.9% | 10,666 | +0.7% | 0.02% | -6.2% |
| Q1 2020 | $237,000 | +1294.1% | 10,595 | +1910.4% | 0.02% | +1500.0% |
| Q4 2019 | $17,000 | – | 527 | – | 0.00% | – |
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% |