FIRST TR MORNINGSTAR DIV LEA's ticker is FDL and the CUSIP is 336917109. A total of 234 filers reported holding FIRST TR MORNINGSTAR DIV LEA in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $346,299 | -7.3% | 10,587 | +0.0% | 0.23% | -2.1% |
| Q2 2023 | $373,751 | -0.5% | 10,585 | +0.0% | 0.24% | -12.9% |
| Q1 2023 | $375,669 | -2.9% | 10,582 | +0.0% | 0.27% | +0.4% |
| Q4 2022 | $386,825 | +1.8% | 10,581 | -10.6% | 0.27% | -5.3% |
| Q3 2022 | $380,000 | -8.9% | 11,829 | +0.0% | 0.28% | -20.6% |
| Q2 2022 | $417,000 | -5.9% | 11,826 | +0.0% | 0.36% | +5.0% |
| Q1 2022 | $443,000 | +2.3% | 11,825 | +0.0% | 0.34% | +6.2% |
| Q4 2021 | $433,000 | +11.9% | 11,824 | +0.0% | 0.32% | -3.9% |
| Q3 2021 | $387,000 | +0.3% | 11,821 | +1.6% | 0.34% | -2.9% |
| Q2 2021 | $386,000 | – | 11,640 | – | 0.34% | – |
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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% |