FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 203 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |