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 | $10,354,629 | -30.7% | 309,648 | -29.5% | 0.10% | -32.0% |
| Q2 2023 | $14,938,654 | -57.6% | 439,243 | -55.7% | 0.15% | -60.7% |
| Q1 2023 | $35,213,135 | -8.7% | 991,919 | -6.0% | 0.38% | +11.4% |
| Q4 2022 | $38,572,189 | -99.9% | 1,055,038 | -36.4% | 0.34% | +20.4% |
| Q3 2022 | $26,693,667,000 | +118876.9% | 1,659,922 | +160.6% | 0.28% | +23.4% |
| Q2 2022 | $22,436,000 | +281.0% | 637,011 | +305.0% | 0.23% | +278.7% |
| Q1 2022 | $5,888,000 | +54.4% | 157,273 | +46.6% | 0.06% | +56.4% |
| Q4 2021 | $3,814,000 | -1.8% | 107,251 | -9.5% | 0.04% | 0.0% |
| Q3 2021 | $3,884,000 | +10.0% | 118,567 | +11.5% | 0.04% | -2.5% |
| Q2 2021 | $3,530,000 | -7.6% | 106,381 | -8.8% | 0.04% | -16.7% |
| Q1 2021 | $3,819,000 | -0.1% | 116,704 | -10.5% | 0.05% | +9.1% |
| Q4 2020 | $3,822,000 | -99.9% | 130,441 | -6.3% | 0.04% | -34.3% |
| Q3 2020 | $3,605,000,000 | – | 139,281 | – | 0.07% | – |
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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% |