FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 207 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $150,318 | -17.5% | 3,963 | -16.3% | 0.01% | +66.7% |
| Q1 2024 | $182,130 | +8.1% | 4,733 | +0.2% | 0.00% | -50.0% |
| Q4 2023 | $168,444 | -36.9% | 4,725 | -40.8% | 0.01% | -40.0% |
| Q3 2023 | $266,746 | -2.2% | 7,977 | -0.5% | 0.01% | 0.0% |
| Q2 2023 | $272,756 | -0.9% | 8,020 | +3.4% | 0.01% | -9.1% |
| Q1 2023 | $275,296 | +108284.3% | 7,755 | +11.6% | 0.01% | -21.4% |
| Q4 2022 | $254 | -99.6% | 6,952 | +277.0% | 0.01% | +250.0% |
| Q3 2022 | $59,000 | -53.5% | 1,844 | -49.0% | 0.00% | -20.0% |
| Q2 2022 | $127,000 | -80.3% | 3,616 | -79.0% | 0.01% | -70.6% |
| Q1 2022 | $644,000 | +4.7% | 17,189 | -0.5% | 0.02% | +21.4% |
| Q4 2021 | $615,000 | -26.9% | 17,283 | -32.7% | 0.01% | -36.4% |
| Q3 2021 | $841,000 | +35.6% | 25,673 | +37.4% | 0.02% | +29.4% |
| Q2 2021 | $620,000 | -2.2% | 18,691 | -3.5% | 0.02% | 0.0% |
| Q1 2021 | $634,000 | – | 19,376 | – | 0.02% | – |
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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% |