FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 279 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,644,631 | +6.9% | 109,252 | +9.0% | 0.50% | +9.0% |
| Q2 2023 | $3,407,950 | +13.6% | 100,204 | +18.6% | 0.46% | +5.5% |
| Q1 2023 | $2,998,987 | +164.6% | 84,479 | +172.5% | 0.43% | +270.9% |
| Q4 2022 | $1,133,299 | +68.9% | 30,998 | +48.3% | 0.12% | -18.8% |
| Q3 2022 | $671,000 | +9.1% | 20,896 | +19.7% | 0.14% | +161.8% |
| Q2 2022 | $615,000 | -5.1% | 17,450 | +0.8% | 0.06% | -53.0% |
| Q1 2022 | $648,000 | +5.2% | 17,315 | 0.0% | 0.12% | +9.3% |
| Q4 2021 | $616,000 | +4.4% | 17,315 | -3.9% | 0.11% | +1.9% |
| Q3 2021 | $590,000 | -0.2% | 18,012 | +1.0% | 0.10% | -3.7% |
| Q2 2021 | $591,000 | -32.9% | 17,826 | -36.7% | 0.11% | +34.6% |
| Q1 2021 | $881,000 | +131.8% | 28,142 | +119.1% | 0.08% | +17.4% |
| Q4 2020 | $380,000 | +10.5% | 12,843 | -2.8% | 0.07% | -18.8% |
| Q3 2020 | $344,000 | -16.7% | 13,218 | -18.8% | 0.08% | -14.1% |
| Q2 2020 | $413,000 | +10.7% | 16,269 | -2.5% | 0.10% | -13.2% |
| Q1 2020 | $373,000 | – | 16,689 | – | 0.11% | – |
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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% |