FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 337 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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 | 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% |