FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 203 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,523,182 | -21.6% | 75,454 | -20.3% | 1.22% | -24.0% |
| Q2 2023 | $3,219,625 | -5.2% | 94,667 | -1.1% | 1.60% | -13.3% |
| Q1 2023 | $3,396,889 | +21.6% | 95,687 | +25.2% | 1.84% | +29.6% |
| Q4 2022 | $2,793,586 | +14.8% | 76,411 | +0.9% | 1.42% | -6.4% |
| Q3 2022 | $2,434,000 | -8.8% | 75,761 | 0.0% | 1.52% | +10.1% |
| Q2 2022 | $2,668,000 | -5.9% | 75,761 | 0.0% | 1.38% | -11.2% |
| Q1 2022 | $2,836,000 | -7.1% | 75,761 | -11.7% | 1.56% | +12.3% |
| Q4 2021 | $3,052,000 | +21.9% | 85,828 | +12.3% | 1.39% | +16.5% |
| Q3 2021 | $2,503,000 | -1.3% | 76,394 | 0.0% | 1.19% | -15.9% |
| Q2 2021 | $2,535,000 | -5.9% | 76,394 | -7.2% | 1.42% | -8.5% |
| Q1 2021 | $2,693,000 | +10.6% | 82,294 | 0.0% | 1.55% | -8.5% |
| Q4 2020 | $2,435,000 | +13.5% | 82,294 | 0.0% | 1.69% | -9.7% |
| Q3 2020 | $2,145,000 | +2.8% | 82,294 | 0.0% | 1.87% | -2.3% |
| Q2 2020 | $2,087,000 | +10.8% | 82,294 | -2.4% | 1.92% | -34.1% |
| Q1 2020 | $1,883,000 | -32.3% | 84,332 | -1.2% | 2.91% | +39.4% |
| Q4 2019 | $2,782,000 | – | 85,383 | – | 2.09% | – |
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% |