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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,361,824 | +10.4% | 64,601 | -3.0% | 1.47% | +2.2% |
| Q3 2022 | $2,140,000 | -8.4% | 66,599 | +0.4% | 1.44% | -2.7% |
| Q2 2022 | $2,336,000 | +2.0% | 66,327 | +8.4% | 1.48% | +26.1% |
| Q1 2022 | $2,290,000 | +8.3% | 61,176 | +2.8% | 1.18% | +14.5% |
| Q4 2021 | $2,115,000 | +8.9% | 59,490 | +0.4% | 1.03% | +4.2% |
| Q3 2021 | $1,942,000 | +0.5% | 59,272 | +1.7% | 0.98% | +12.7% |
| Q2 2021 | $1,933,000 | +3.0% | 58,262 | +1.6% | 0.87% | -7.4% |
| Q1 2021 | $1,876,000 | +16.2% | 57,322 | +5.1% | 0.94% | -5.1% |
| Q4 2020 | $1,614,000 | – | 54,543 | – | 1.00% | – |
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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% |