FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 190 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $830,352 | +1.0% | 24,831 | +2.7% | 0.53% | +4.4% |
| Q2 2023 | $822,334 | -0.7% | 24,179 | +3.7% | 0.50% | -9.5% |
| Q1 2023 | $828,064 | -2.5% | 23,326 | +0.4% | 0.56% | -13.5% |
| Q4 2022 | $849,014 | +0.2% | 23,222 | -10.2% | 0.64% | -23.4% |
| Q3 2022 | $847,000 | 0.0% | 25,853 | 0.0% | 0.84% | 0.0% |
| Q2 2022 | $847,000 | +39.1% | 25,853 | +58.9% | 0.84% | +68.7% |
| Q1 2022 | $609,000 | -34.2% | 16,272 | -37.5% | 0.50% | -34.7% |
| Q4 2021 | $926,000 | +9.3% | 26,045 | +0.7% | 0.76% | -9.3% |
| Q3 2021 | $847,000 | +43.3% | 25,853 | +45.3% | 0.84% | +45.9% |
| Q2 2021 | $591,000 | -3.6% | 17,797 | 0.0% | 0.58% | -5.3% |
| Q1 2021 | $613,000 | +15.0% | 17,797 | -1.3% | 0.61% | +19.4% |
| Q4 2020 | $533,000 | – | 18,023 | – | 0.51% | – |
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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% |