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 | $3,929,244 | +3.3% | 117,501 | +5.1% | 2.58% | +4.5% |
| Q2 2023 | $3,802,337 | -5.7% | 111,801 | -1.6% | 2.47% | -4.5% |
| Q1 2023 | $4,032,623 | +3.0% | 113,595 | +6.1% | 2.59% | -10.0% |
| Q4 2022 | $3,914,478 | +32.0% | 107,070 | +16.0% | 2.88% | +9.3% |
| Q3 2022 | $2,965,000 | -8.9% | 92,287 | -0.2% | 2.63% | -26.6% |
| Q2 2022 | $3,256,000 | – | 92,436 | – | 3.59% | – |
Download | ||||||
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% |