FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 356 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $729,958 | -0.9% | 19,245 | +0.5% | 0.29% | -6.7% |
| Q1 2024 | $736,685 | -1.9% | 19,145 | -8.5% | 0.31% | -17.0% |
| Q4 2023 | $750,578 | +5.6% | 20,919 | -1.5% | 0.38% | -4.8% |
| 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 | 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% |