FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 288 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,398,446 | +5.1% | 168,344 | +6.4% | 4.31% | -7.1% |
| Q1 2024 | $6,086,037 | +13.5% | 158,161 | +5.9% | 4.64% | +128.0% |
| Q4 2023 | $5,360,311 | -14.8% | 149,395 | -20.6% | 2.03% | -22.1% |
| Q3 2023 | $6,294,133 | -47.0% | 188,222 | -46.1% | 2.61% | -22.5% |
| Q2 2023 | $11,886,249 | -95.2% | 349,493 | +98.1% | 3.37% | +112.0% |
| Q1 2023 | $249,621,842 | +4494.9% | 176,435 | +18.7% | 1.59% | -10.9% |
| Q4 2022 | $5,432,601 | +5332.6% | 148,594 | +4645.9% | 1.78% | +1598.1% |
| Q3 2022 | $100,000 | +300.0% | 3,131 | +333.1% | 0.10% | +517.6% |
| Q2 2022 | $25,000 | – | 723 | – | 0.02% | – |
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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% |