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 | $263,454 | -1.6% | 7,878 | +0.1% | 0.24% | +0.8% |
| Q2 2023 | $267,721 | -10.1% | 7,872 | -6.2% | 0.24% | -14.1% |
| Q1 2023 | $297,938 | -2.8% | 8,393 | +0.1% | 0.28% | -4.7% |
| Q4 2022 | $306,646 | +11.1% | 8,387 | -2.3% | 0.30% | +2.1% |
| Q3 2022 | $276,000 | -16.9% | 8,582 | -9.0% | 0.29% | -7.0% |
| Q2 2022 | $332,000 | -5.9% | 9,428 | +0.0% | 0.31% | +24.7% |
| Q1 2022 | $353,000 | +5.4% | 9,425 | +0.1% | 0.25% | +12.6% |
| Q4 2021 | $335,000 | +8.8% | 9,419 | +0.0% | 0.22% | -18.6% |
| Q3 2021 | $308,000 | -1.3% | 9,416 | +0.1% | 0.27% | +1.1% |
| Q2 2021 | $312,000 | – | 9,411 | – | 0.27% | – |
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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% |