FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 337 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,647,414 | +2.6% | 168,882 | +4.4% | 10.70% | +5.0% |
| Q2 2023 | $5,501,934 | -1.0% | 161,774 | +3.3% | 10.19% | -6.7% |
| Q1 2023 | $5,558,022 | -2.0% | 156,564 | +1.0% | 10.93% | +36.5% |
| Q4 2022 | $5,669,103 | +1969.0% | 155,063 | +1717.4% | 8.00% | +2213.3% |
| Q3 2022 | $274,000 | -8.7% | 8,532 | 0.0% | 0.35% | -1.7% |
| Q2 2022 | $300,000 | -6.0% | 8,532 | +0.1% | 0.35% | +9.7% |
| Q1 2022 | $319,000 | -20.6% | 8,527 | -24.6% | 0.32% | -20.1% |
| Q4 2021 | $402,000 | -11.5% | 11,304 | -18.5% | 0.40% | -17.3% |
| Q3 2021 | $454,000 | -5.8% | 13,862 | -4.6% | 0.49% | -4.1% |
| Q2 2021 | $482,000 | -8.7% | 14,524 | -10.0% | 0.51% | -12.3% |
| Q1 2021 | $528,000 | -44.2% | 16,140 | -49.6% | 0.58% | -37.2% |
| Q4 2020 | $947,000 | – | 32,005 | – | 0.92% | – |
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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% |