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 Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $564,367 | -1.7% | 16,877 | 0.0% | 0.30% | -1.3% |
| Q2 2023 | $573,987 | -0.2% | 16,877 | +4.2% | 0.30% | -12.5% |
| Q1 2023 | $574,993 | +97027.2% | 16,197 | 0.0% | 0.34% | -18.8% |
| Q4 2022 | $592 | -99.9% | 16,197 | -1.4% | 0.42% | +6.0% |
| Q3 2022 | $528,000 | -8.8% | 16,432 | 0.0% | 0.40% | -1.2% |
| Q2 2022 | $579,000 | -5.9% | 16,432 | 0.0% | 0.41% | +14.4% |
| Q1 2022 | $615,000 | +58.5% | 16,432 | +50.8% | 0.36% | +69.9% |
| Q4 2021 | $388,000 | +8.7% | 10,900 | 0.0% | 0.21% | +3.0% |
| Q3 2021 | $357,000 | -1.4% | 10,900 | 0.0% | 0.20% | -0.5% |
| Q2 2021 | $362,000 | +1.4% | 10,900 | 0.0% | 0.20% | -9.3% |
| Q1 2021 | $357,000 | +10.5% | 10,900 | 0.0% | 0.22% | +11.4% |
| Q4 2020 | $323,000 | +4.2% | 10,900 | -8.4% | 0.20% | -10.2% |
| Q3 2020 | $310,000 | +3.0% | 11,900 | 0.0% | 0.22% | +8.7% |
| Q2 2020 | $301,000 | -53.8% | 11,900 | -50.0% | 0.21% | -25.0% |
| Q1 2020 | $652,000 | +68.5% | 23,800 | +100.0% | 0.28% | -16.1% |
| Q4 2019 | $387,000 | – | 11,900 | – | 0.33% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spectrum Wealth Advisory Group, LLC | 255,088 | $8,675,523 | 11.50% |
| Alpha Omega Group, Inc. | 161,774 | $5,501,934 | 10.19% |
| AIFG Consultants Ltd. | 363,732 | $12,370,533 | 9.93% |
| Kowal Investment Group, LLC | 1,023,026 | $34,793,116 | 9.31% |
| Sterling Manor Financial, LLC | 299,870 | $10,198,574 | 8.61% |
| Summit Financial Wealth Advisors, LLC | 824,616 | $28,045,178 | 6.48% |
| HC Advisors, LLC | 298,991 | $10,168,684 | 5.90% |
| Southland Equity Partners LLC | 403,530 | $13,724,059 | 4.63% |
| TRUE Private Wealth Advisors | 892,778 | $30,363,368 | 4.48% |
| HFG Advisors, Inc. | 122,834 | $4,177,581 | 4.41% |