FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 216 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $207,803 | -28.5% | 5,400 | -37.9% | 0.08% | -35.0% |
| Q3 2023 | $290,774 | +15.3% | 8,695 | +17.2% | 0.12% | +18.3% |
| Q2 2023 | $252,225 | +8.2% | 7,416 | +12.9% | 0.10% | +6.1% |
| Q1 2023 | $233,164 | -2.5% | 6,568 | +0.4% | 0.10% | -6.7% |
| Q4 2022 | $239,265 | -13.0% | 6,544 | -16.3% | 0.10% | -18.0% |
| Q2 2022 | $275,000 | -1.8% | 7,816 | -0.8% | 0.13% | +1.6% |
| Q1 2022 | $280,000 | 0.0% | 7,878 | 0.0% | 0.13% | 0.0% |
| Q4 2021 | $280,000 | – | 7,878 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HC Advisors, LLC | 342,069 | $12,974,677 | 11.97% |
| Spectrum Wealth Advisory Group, LLC | 280,641 | $10,644,699 | 11.38% |
| Kowal Investment Group, LLC | 857,616 | $32,529,368 | 6.49% |
| Southland Equity Partners LLC | 430,386 | $16,324,540 | 4.66% |
| TRUE Private Wealth Advisors | 1,041,235 | $39,494,049 | 4.47% |
| Mach-1 Financial Group, LLC | 168,344 | $6,398,446 | 4.31% |
| HFG Advisors, Inc. | 117,869 | $4,470,777 | 4.17% |
| Next Level Private LLC | 225,279 | $8,544,815 | 3.91% |
| ICA Group Wealth Management, LLC | 169,234 | $6,419,060 | 3.85% |
| AIFG Consultants Ltd. | 135,965 | $5,157,162 | 3.83% |