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 | $36,122,056 | +3.8% | 1,080,205 | +5.6% | 9.75% | +4.8% |
| Q2 2023 | $34,793,116 | +8.6% | 1,023,026 | +13.3% | 9.31% | +2.5% |
| Q1 2023 | $32,045,269 | +39.0% | 902,684 | +43.2% | 9.08% | +32.0% |
| Q4 2022 | $23,050,760 | +513.9% | 630,491 | +439.4% | 6.88% | +441.0% |
| Q3 2022 | $3,755,000 | +838.8% | 116,884 | +930.5% | 1.27% | +871.0% |
| Q2 2022 | $400,000 | +284.6% | 11,343 | +259.0% | 0.13% | +297.0% |
| Q3 2021 | $104,000 | – | 3,160 | – | 0.03% | – |
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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% |