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 | $11,421,227 | +12.0% | 341,544 | +13.9% | 10.34% | +20.2% |
| Q2 2023 | $10,198,574 | +65.7% | 299,870 | +72.9% | 8.61% | +44.1% |
| Q1 2023 | $6,155,831 | -47.8% | 173,399 | -46.2% | 5.97% | -54.4% |
| Q4 2022 | $11,786,837 | +13.8% | 322,397 | +0.0% | 13.09% | +1.9% |
| Q3 2022 | $10,358,000 | -7.3% | 322,385 | +1.7% | 12.84% | -6.1% |
| Q2 2022 | $11,170,000 | – | 317,149 | – | 13.68% | – |
Download | ||||||
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% |