FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 349 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
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 | 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% |