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 | $710,517 | -7.4% | 21,248 | -5.9% | 0.40% | -6.4% |
| Q2 2023 | $767,689 | -3.4% | 22,572 | +0.8% | 0.42% | +30.2% |
| Q1 2023 | $795,010 | +14.7% | 22,395 | +18.2% | 0.32% | -2.1% |
| Q4 2022 | $692,825 | +9797.5% | 18,950 | +9668.0% | 0.33% | +8200.0% |
| Q3 2022 | $7,000 | 0.0% | 194 | +1.0% | 0.00% | 0.0% |
| Q2 2022 | $7,000 | 0.0% | 192 | +1.1% | 0.00% | 0.0% |
| Q1 2022 | $7,000 | 0.0% | 190 | +0.5% | 0.00% | +33.3% |
| Q4 2021 | $7,000 | +16.7% | 189 | +2.2% | 0.00% | -25.0% |
| Q2 2021 | $6,000 | 0.0% | 185 | +1.1% | 0.00% | -20.0% |
| Q1 2021 | $6,000 | +20.0% | 183 | +1.1% | 0.01% | 0.0% |
| Q4 2020 | $5,000 | – | 181 | – | 0.01% | – |
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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% |