FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 343 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $396,544 | +56.1% | 10,454 | +58.4% | 0.01% | +66.7% |
| Q1 2024 | $253,955 | +7.6% | 6,598 | +0.3% | 0.00% | 0.0% |
| Q4 2023 | $236,008 | +8.4% | 6,575 | +1.0% | 0.00% | +50.0% |
| Q3 2023 | $217,669 | -7.1% | 6,507 | -5.5% | 0.00% | -33.3% |
| Q2 2023 | $234,207 | +6.0% | 6,887 | +10.7% | 0.00% | +50.0% |
| Q1 2023 | $220,862 | -4.4% | 6,221 | -1.6% | 0.00% | -33.3% |
| Q4 2022 | $231,007 | +7.4% | 6,319 | -3.5% | 0.00% | +50.0% |
| Q3 2021 | $215,000 | -10.8% | 6,548 | -9.6% | 0.00% | 0.0% |
| Q2 2021 | $241,000 | – | 7,244 | +90450.0% | 0.00% | – |
| Q2 2020 | $0 | -100.0% | 8 | -99.9% | 0.00% | -100.0% |
| Q1 2020 | $143,000 | – | 6,431 | – | 0.00% | – |
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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% |