FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 215 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $810,468 | -62.4% | 24,236 | -60.1% | 0.76% | -64.6% |
| Q2 2023 | $2,153,631 | +7.0% | 60,666 | +7.0% | 2.14% | +4.1% |
| Q1 2023 | $2,012,646 | +33.3% | 56,694 | +37.3% | 2.06% | +26.3% |
| Q4 2022 | $1,510,092 | +81.9% | 41,304 | +65.0% | 1.63% | +67.0% |
| Q3 2022 | $830,000 | +35.8% | 25,030 | +43.5% | 0.98% | +63.3% |
| Q2 2022 | $611,000 | +4.8% | 17,445 | +12.1% | 0.60% | +23.1% |
| Q1 2022 | $583,000 | +107.5% | 15,565 | +96.6% | 0.48% | +92.5% |
| Q4 2021 | $281,000 | – | 7,917 | – | 0.25% | – |
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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% |